Connect Cognito Forms and Zoho CRM integrations
Connect Cognito Forms and Zoho CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Cognito Forms and Zoho CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when an entry is deleted
Triggers when a new entry is submitted to your form
Triggers when an entry is updated.
Adds an existing or a new tag to a record.
Adds a new user.
Creates a new object.
Create a new tag.
Deletes an existing object by its ID and object.
Deletes a related record.
Deletes an existing tag.
Deletes an existing user.
Downloads an attachment of an object.
Returns info about an object.
Performs an arbitrary authorized API call.
Removes a tag from existing record.
Updates an existing object.
Updates a related record.
Updates an existing tag.
Uploads an attachment to a record.
Uploads a new photo.
Upserts a lead.
Lists all available fields for module.
Lists all available modules.
List all available objects.
Lists related records data.
Searches for objects.
Searches for tags or lists them all.
Searches for users or lists them all.
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Build your Cognito Forms and Zoho CRM integrations.
Create custom Cognito Forms and Zoho CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an existing or a new tag to a record.
Adds a new user.
Create a new tag.
Creates a new object.
Creates a new entry.
Deletes a related record.
Deletes an existing tag.
Deletes an existing user.
Deletes an existing object by its ID and object.
Popular Cognito Forms and Zoho CRM workflows.
Looking to get more out of Cognito Forms and Zoho CRM? With Make you can visually integrate Cognito Forms and Zoho CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Word and PDF documents with Plumsail from Cognito Forms data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Cognito Forms. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Watch for new Cognito Forms entries and upload files to Microsoft SharePoint
Automatically upload files to Microsoft SharePoint when new entries are submitted in Cognito Forms, streamlining document management and enhancing collaboration.
TRY IT ->Watch for new Cognito Forms entries and add them to Google Sheets
Automatically track new Cognito Forms entries and add them to Google Sheets for streamlined data management and easy access to form responses.
TRY IT ->Watch for new Cognito Forms entries and send updates to Notion and Slack
Automatically track new Cognito Forms entries and update your Notion database while sending instant notifications to Slack for streamlined team communication.
TRY IT ->Get Business Data for Zoho CRM leads with DataForSEO
Automatically enrich your Zoho CRM leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1ce9SX1_EFmdQtWsiAgeyVyK9DadGMJlNLjTUuHDVlR0/edit?usp=sharing).
TRY IT ->Get Traffic Stats for Zoho CRM leads with DataForSEO
Streamline your lead management by integrating DataForSEO SearchTraffic Stats into Zoho CRM. Prioritize prospects based on accurate search traffic estimation data, and gain valuable insights to boost your sales workflows. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1grrpkU_s0-0l9EJ6UJgocSLYh2atSlwPuNneJS6m_ws/edit?usp=sharing).
TRY IT ->Create new Zoho CRM leads from Facebook Lead Ads submissions and log them in Google Sheets
Automatically log new Facebook Lead Ads submissions as Zoho CRM leads and record them in Google Sheets for streamlined lead management and tracking.
TRY IT ->Add leads from Facebook Lead Ads to Zoho CRM
Automatically add new Facebook Lead Ads leads to Zoho CRM, ensuring your sales team never misses a potential customer opportunity.
TRY IT ->Add new Facebook Lead Ads leads to Zoho CRM
Effortlessly manage your leads with this powerful automation template! Every time a new lead is generated through Facebook Lead Ads, Make will automatically create a corresponding contact in Zoho CRM. This seamless integration ensures that you never miss a potential customer, streamlining your lead management process and enhancing your sales efforts. Perfect for businesses looking to optimize their lead tracking and follow-up strategies.
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