Formstack Documents + Zoho CRM + Zoho Forms Integrations
How to connect Formstack Documents + Zoho CRM + Zoho Forms
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Do even more with Formstack Documents + Zoho CRM + Zoho Forms
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack Documents, Zoho CRM, and Zoho Forms. And don’t forget that you can add more apps and actions to create complex workflows.
New Merged Document
Triggers when a merged/populated document is created.
Try ItFileRequired
DocumentRequired
Download File
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.
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OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
FileRequired
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.
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How Formstack Documents + Zoho CRM + Zoho Forms Integrations Work
- Step 1: Authenticate Formstack Documents, Zoho CRM, and Zoho Forms.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
