Configure Zoho CRM integration in workflows | Zoho Creator Help

Configure Zoho CRM integration in workflows

To configure the action,
  1. While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown.

  2. Click the Add New Action block. The Add New Action window will slide in from the right.

  3. Zoho Creator executes the action whenever there is an activity on the form. You can run the action for selected records by setting the criteria. Refer to the Set criteria page to learn more about setting criteria in a workflow.

  4. Select Integrations action type.

  5. Choose Zoho CRM from the Service list.

  6. Select the Zoho CRM module that you want to push the data to.

  7. Based on the selection made in the Module field, Zoho Creator lists the mandatory and other fields
    • Mandatory fields - These are the required fields in the chosen Zoho CRM module that must be mapped to a corresponding field in Zoho Creator. The drop-down lists the fields on your Creator form. Select the required field.   Note:   The mandatory fields vary based on the selected service and module.
    • Other fields - You can map fields in the chosen Zoho CRM module to the fields in your Zoho Creator form. This is optional. Click Add icon to map more fields.

  8. Click Save.
  9. Click Done on the top-right corner of the screen.
Related Topics

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Understand Zoho CRM integration in workflows

                                                                                                        Zoho Creator and Zoho CRM have been integrated for efficient usability purposes. With Zoho CRM integration task, you can push data automatically from Zoho Creator to your Zoho CRM account, which would otherwise require manual execution. Let's take ...
                                                                                                      • Configure Zoho CRM integration in approval process

                                                                                                        You can add and configure an action to push submitted data from Zoho Creator to your Zoho CRM account on an approval/denial of a record. To configure the action, Mouse over to an action and click Add icon. The Add New Action window slides in from the ...
                                                                                                      • Configure Zoho Recruit integration in workflows

                                                                                                        To configure the action, While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in from the right. Zoho Creator ...
                                                                                                      • Configure Quickbooks integration in workflows

                                                                                                        To configure the action, While creating a new workflow choose the Successful form submission option in theWhen to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in from the right. Zoho Creator executes ...
                                                                                                      • Configure Salesforce integration in workflows

                                                                                                        To configure the action, While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in from the right. Zoho Creator ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources