Automation Assistance for Zoho Form Integration and Workflow

Automation Assistance for Zoho Form Integration and Workflow

Hi,

We are currently using a Zoho Form to send out our Global Credit Application and would like to automate the process further. Specifically, we’d like the ABN number submitted through the form to automatically populate the GST/VAT Number field in Zoho CRM.

Additionally, is it possible to automatically convert a prospect into a customer/account in Zoho CRM once a welcome letter is sent? If so, could you kindly provide the steps to set this up?

Please find the credit application form attached for your reference.

Thank you in advance for your guidance, your prompt response is greatly appreciated.

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