Act! + Zoho Forms

Manage new Zoho Forms entries by adding contacts in act

Streamline your customer communication with this smart workflow. As soon as there's a new form completed in Zoho Forms, this process springs into action—immediately adding the details to your contact list in the Act! app. This seamless transfer of data helps keep your Act! contact list current and supportive of consistent, insightful customer engagement.

Streamline your customer communication with this smart workflow. As soon as there's a new form completed in Zoho Forms, this process springs into action—immediately adding the details to your contact list in the Act! app. This seamless transfer of data helps keep your Act! contact list current and supportive of consistent, insightful customer engagement.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new form entry is submitted.

    TriggerInstant
  2. automatically do this!
    Act!Act!
    Add Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Act! triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
  • Act! triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Scheduled
    Try It
    • ContactRequired

    • Note TextRequired

    • Private

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Act! triggers, actions, and search

    Contact Updated

    Triggers when a Contact is updated.

    Trigger
    Scheduled
    Try It
    • Activity TypeRequired

    • Regarding

    • Schedule WithRequired

    • Start TimeRequired

    • End TimeRequired

    • Details

    • Location

    • Priority

    • Is Private

    Action
    Write
    • Name

    • ContactRequired

    • Estimated Close DateRequired

    • Status

    • Stage

    • Probability

    • Actual Close Date

    • Competitor

    • Referred By

    • Reason

    Action
    Write
act-premium logo
act-premium logo

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zoho-forms logo
zoho-forms logo

About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.
Learn moreHelp

Related categories

  • Forms & Surveys
  • Zoho

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