Understand Zoho CRM integration in workflows
Consider a Registration form in the Zoho Creator mobile app used to collect the customer details when a customer shows interest for a product in a tradeshow. You can add a Zoho CRM integration task in your Zoho Creator app to create a Lead simultaneously in the 'Leads' module of your Zoho CRM account. This action will add the customer information in the leads module of your Zoho CRM, whenever a customer fills data in the Zoho Creator(Registration) form.
Note: The Zoho CRM integration task will add a record in the target CRM module only when your Zoho CRM subscription allows it. For example, imagine that you've subscribed to Zoho CRM's Standard edition and that you've added the integration task is set to add a record in Zoho CRM's Purchase Orders module. This task will not add a record as the Purchase Order module isn't available in Zoho CRM's Standard edition.Apart from adding a record in Zoho CRM, you can also perform more actions such as fetch, search, update, get related records, and attach files in Zoho CRM via Zoho CRM tasks in Deluge.
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