Trying to add contacts that fill out a lead form created in Zoho Forms to Zoho CRM and place them into an automation in Campaigns? Support is basically existent.
We have Zoho One because we were under the impression that all the Zoho apps were meant to work in harmony with one another... maybe i'm just not using them right, but it seems like it's incredibly difficult to do? For example, i'm having issues connection Forms, Campaigns and CRM.
1. I created a form in Zoho Forms
2. In Zoho Forms i added the integration to Zoho CRM so that the leads that fill out the form would automatically be added to the CRM.
3. I would also like to add those leads into a marketing campaign automation I made in Zoho Campaigns.
4. But when I setup the campaign in Zoho Campaigns and use the trigged 'filled out a form' my Zoho Form doesn't show in the drop down.
5. So I went back to Zoho Forms to try and add the integration, but it tells me it can only have one integration at a time (which is already with CRM) lol
I reached out to support and they said Zoho Forms can only be connected to one integration at a time (but didn't answer my question).
Is this very simply workflow seriously not available? It's insane to me that what i'm trying to achieve wouldn't be possible.
Likewise, it's a bit confusing as to why Zoho CRM has a campaigns feature, and Zoho Campaigns has a contacts section and none of those elements interact/connect/communicate with one another. It's almost ludicrous that Zoho would sell Zoho One.
What am I missing?
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Adrian
Abhishek - Zoho Partner
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー