Tip #7: Trigger Zoho CRM workflows and assignment rules upon form submissions

Tip #7: Trigger Zoho CRM workflows and assignment rules upon form submissions

How to trigger Zoho CRM workflows and assignment rules for records added using Zoho Forms?

The workflow rules and assignment rules in Zoho CRM let you decide what happens to your entries when they enter your CRM. Usually, workflows or assignment rules trigger an action, send emails, or assign tasks to a user. 

When you are creating new records from form entries, the workflows that you have configured will still be triggered. On form submission, the configured workflows and assignment rules will be processed. Let's see how you can configure this process in Zoho Forms. 








To trigger workflows for the form entries

How it works
If you have have set up workflows in Zoho CRM to be carried out when a new record is added to a CRM module, the configured workflows will be carried out as set for them when the form is filled out.

How to configure
Once you are done creating the form, choose the Workflow  options under Actions while configuring the Zoho CRM integration setup.  



To trigger assignment rules for form entries  

How it works
Assignment rules assign tasks to members of your organization automatically. If you have any assignment rules set up for a CRM module , they will also be carried out when CRM records are added using forms. This will be carried out when the form is submitted, and the records are added to CRM.

How to configure 
This is achieved by enabling the Assignment Rules under Actions in your integration setup. In the pop-up that appears, choose the rule (already configured inside Zoho CRM) that needs to be performed for the form submissions.



This can be a great time-saver—but that's not all! For more discussion on the different workflows in Zoho Forms that can help you work more efficiently with Zoho CRM, check out our upcoming series.

Best, 
Prasana.



If you have any questions or feedback to share, feel free to comment below or   drop us an email at   support@zohoforms.com .










            Zoho Marketing Automation
                      • Sticky Posts

                      • Tip #6: Add images, files and, signatures captured in forms to Zoho CRM

                        How to add images, files and signatures captured using forms to Zoho CRM?  Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works  You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You can
                      • Tip #2: Prefill forms automatically with existing Zoho CRM data

                        How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM
                      • Tip #4: Add related lists to Zoho CRM records using form responses

                        How to add a related list to new or existing CRM records using forms? Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list.   You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this: Adding a
                      • Tip #10: Automatically add tags to Zoho CRM records using form responses

                        You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a
                      • Tip of the fortnight 10: The DOs and DON'Ts of web form validations you need to know

                        Hello fellow form builders, I'm sure you've been reading a lot of how-to articles about creating stunning forms, automating your favorite integrations, and how to reach the epitome of perfect form building.  What if I told you there's a common pitfall that can bring down your conversions? That's right—if your responders encounter several errors as they fill out a form, they can easily grow frustrated. On the contrary, you don't want your customers to leave you with a blank form either. A solution

                      Zoho Pagesense Resources

                        Zoho SalesIQ Resources



                              Zoho TeamInbox Resources

                                Zoho DataPrep Resources



                                  Zoho CRM Plus Resources

                                    Zoho Books Resources


                                      Zoho Subscriptions Resources

                                        Zoho Desk Resources

                                          Zoho Projects Resources


                                            Zoho Sprints Resources


                                              Qntrl Resources


                                                Zoho Creator Resources


                                                  Zoho WorkDrive Resources



                                                    Zoho Campaigns Resources

                                                      Zoho CRM Resources

                                                            Design. Discuss. Deliver.

                                                            Create visually engaging stories with Zoho Show.

                                                            Get Started Now