This workflow streamlines the process of transferring new Zoho CRM contacts - especially those created through Zoho Forms - directly into KlickTipp. Whenever a form submission generates a new contact in Zoho CRM, the automation instantly detects it, creates or updates the corresponding subscriber in KlickTipp using Double Opt-In (DOI), and writes the newly assigned KlickTipp Contact ID back into Zoho for accurate cross-system linking. This automation is particularly useful for coaches, consultants, digital course creators, agencies, and service-based businesses that rely on Zoho Forms for lead collection. By ensuring every new form lead is automatically added to KlickTipp with DOI confirmation and synced back to Zoho CRM, it eliminates manual data entry, reduces onboarding delays, and guarantees clean, connected, and compliant subscriber lists.
This is a predefined template that will make the creation of your scenario much easier. Of course, you can always expand and customize the scenario to meet your own individual needs.
Zoho CRM
KlickTipp