Workflow Triggers via Zoho Forms Integration with Zoho CRM and Zoho Campaign
A little bit of background:
I am using Zoho CRM with the obvious intention of seamlessly integrating our CRM/Sales with automated marketing. Unfortunately, the forms feature within Zoho Campaign (and CRM) are very limiting. So, we opted to also purchase a license for Zoho Forms.
The problem is that Zoho Forms only integrates with one application, and we have chosen to integrate it with CRM — as that's most important when dealing with contact forms.
But we're running into an issue when trying to create automated workflows within Campaigns when someone fills out a contact form. There is no default trigger for a Zoho Form. The only trigger I can think to use is the trigger of adding to a mailing list. The problem is, when a contact form is filled out, that user may already be a part of that mailing list — so the user would not be "added".
I thought about creating additional mailing lists for contact-specific forms. However, it's going to muddy my topics or "update your profile" page for subscribers. Additionally, I would have to add additional automations to move subscribers in and out of lists to ensure they can be re-added to the list for future contact form submissions, so they can go through the workflow. That could get quite messy as well.
All of this seems rather unnecessary. Maybe I'm missing something obvious... Almost every other CRM/MA software can trigger on ANY form submission easily. It's unfortunate the forms features within CRM Plus is very limiting. It makes more sense to have Zoho Forms or its features integrated within CRM Plus.
Any recommendations welcomed.
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