ConvertFlow + Zoho CRM

Create or update Zoho CRM module entries with new ConvertFlow form or survey submissions

Automate the data flow from your ConvertFlow form submissions directly into your Zoho CRM system. Each time there's a new submission, this workflow immediately creates or updates a module entry in Zoho CRM. This enhances your customer tracking and reduces manual data entry, leaving you with more time to focus on client interaction and business growth.

When this happens...
Form/Survey Submission (New)
Triggers when a form or survey element is submitted.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

- CTA Campaign
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- TagRequired
Trigger
Instant
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- TagRequired
- Source URL
- EmailRequired
- First Name
- Last Name
- Phone
- City
- Company Name
- Company Title
- State
- Address
- Zip Code
- Country
Action
Write
- TagRequired
- EmailRequired
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
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- ModuleRequired
Trigger
Instant
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- ModuleRequired
Trigger
Instant
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- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- Call-To-ActionRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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- EmailRequired
- First Name
- Last Name
- Phone
- Company Name
- Company Title
- Address
- City
- State
- Zip Code
- Country
- Source URL
Action
Write
- EmailRequired
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
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- ModuleRequired
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About ConvertFlow

ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.

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