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How Zapier works

Zapier makes it easy to integrate Unbounce with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Unbounce

A trigger is an event that starts your Zap and runs the workflow. For example, with Unbounce, a trigger could be "New Form Submission."
A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Unbounce to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Unbounce to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Unbounce + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Unbounce and Zoho CRM

Can I automatically create a new lead in Zoho CRM when someone fills out a form on my Unbounce landing page?

Yes, you can set up a trigger for your Unbounce form submissions to automatically create a new lead in Zoho CRM. This ensures that every form submission is instantly captured in your CRM without manual intervention.

How do we update existing records in Zoho CRM when a form is submitted through Unbounce?

To update existing records, rather than creating new ones, you'll need to use specific field mapping. Set our integration to search for existing records based on criteria like email address. If a match is found, the record can be updated with new information from the Unbounce submission.

Is it possible to add tags or notes to leads created from Unbounce forms in Zoho CRM?

Absolutely. You can configure the integration to add specific tags or notes to leads created from Unbounce forms. This action helps in categorizing and tracking leads based on their origin and other criteria you define.

Can we segment leads based on particular fields completed in the Unbounce form?

Yes, segmentation can be achieved by setting triggers that filter submissions based on specific field entries. You can then use this information for targeted follow-ups within Zoho CRM.

What happens if someone submits incomplete information on an Unbounce form? Will that still be sent to Zoho CRM?

If required fields are left incomplete on an Unbounce form submission, we can set parameters so those forms are flagged or not sent to Zoho CRM until completed properly. It's important to define which fields are mandatory during the setup process.

Are there any limitations on data types that can be integrated from Unbounce into Zoho CRM?

Most standard data types (like text, numbers) are supported by our integration setup. However, complex custom fields might require additional configuration within both platforms.

How frequently does our system sync between Unbounce and Zoho CRM? Is it real-time?

The sync between Unbounce and Zoho CRM is typically real-time or near real-time depending on your configuration settings, ensuring data is current whenever you access it.

Connect Unbounce and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Learn how to automate Unbounce on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

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About Unbounce
Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.
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