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.
Related topics
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Configure Zoho CRM 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 ...Understand Integration Forms
What Does This Page Cover? Learn about integration forms and how Creator makes it easier to connect two services via these integration forms, thereby enabling data sync between the two services. Availability Integration forms can be created only in ...Understand Zoho Recruit integration in workflows
Zoho Creator and Zoho Recruit have been integrated for efficient usability purposes. With Zoho Recruit integration task, you can push data automatically from your Zoho Creator to Zoho Recruit account, which would otherwise require manual execution. ...Understand Form Workflows
Form workflow refers to the workflow triggered when there is an activity on a form. The activities that you can perform on a form are listed below. Created - Create a new record in the form Created or Edited - Create a new record or edit an existing ...Understand Salesforce integration in workflows
Salesforce integration enables you to push data automatically from Zoho Creator to your Salesforce account, which would otherwise require manual execution. To begin with, you must add a connection between Zoho Creator and your Salesforce account. You ...