Integrate WPForms with Zoho CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Select a trigger from WPForms

A trigger is an event that starts your Zap and runs the workflow. For example, with WPForms, a trigger could be "New Form Entry."

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 WPForms 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

6 mins

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

Set up your first integration

Quickly connect WPForms to Zoho CRM with a Zapier template.

Our most popular template

Create Zoho CRM contacts from new WPForms entries
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WPForms + Zoho CRM
Create Zoho CRM module entries for new WPForms entries
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WPForms + Zoho CRM
Add attachments in Zoho CRM for new WPForms form entries
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WPForms + Zoho CRM
Create/update Zoho CRM module entries from new WPForms form entries
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WPForms + Zoho CRM
Create or update Zoho CRM module entries from new WPForms form submissions
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WPForms + Zoho CRM
Update Zoho CRM module entries with new WPForms form entries
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WPForms + Zoho CRM

Create Zoho CRM contacts from new WPForms entries

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WPForms + Zoho CRM

Create Zoho CRM module entries for new WPForms entries

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WPForms + Zoho CRM

Add attachments in Zoho CRM for new WPForms form entries

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WPForms + Zoho CRM

Create/update Zoho CRM module entries from new WPForms form entries

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WPForms + Zoho CRM

Create or update Zoho CRM module entries from new WPForms form submissions

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WPForms + Zoho CRM

Update Zoho CRM module entries with new WPForms form entries

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WPForms + Zoho CRM

Create new Zoho CRM module entries from new WPForms entries
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WPForms + Zoho CRM

Make work flow with AI

Level up your WPForms to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about WPForms + Zoho CRM integrations

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

How do I integrate WPForms with Zoho CRM?

To integrate WPForms with Zoho CRM, we utilize a connector service like Zapier. You will need to create a 'Zap' that connects your WPForms account with Zoho CRM. First, select WPForms as the trigger app and configure what triggers the data sync (e.g., form submission). Next, select Zoho CRM as the action app and map the form fields to Zoho CRM fields.

What are some common triggers available for WPForms in this integration?

When integrating with Zoho CRM, typical triggers on our platform for WPForms include 'New Form Submission'. This trigger starts a workflow every time a new form is submitted on your website.

What actions can be executed in Zoho CRM through this integration?

In your integration through our service, common actions in Zoho CRM include 'Create Module Entry', which allows you to add new leads or contacts based on WPForms submissions. Other actions might include updating entries or searching for existing ones.

Can I update existing records in Zoho CRM using data from WPForms submissions?

Yes, you can update existing records in Zoho CRM using our integration. By setting up specific actions, you can use incoming form data to find and update pre-existing records within your CRM.

Is it possible to map custom fields from WPForms to Zoho CRM?

Absolutely! Our platform allows you to map custom fields if both your form and CRM have matching field types. During the setup process, ensure you correctly match these custom fields between WPForms and Zoho CRM.

Do I need technical skills to set up this integration between WPForms and Zoho CRM?

No technical skills are required. Our platform provides an intuitive interface that guides you through each step of setting up integrations, including mapping forms fields to CRM entries.

Can I trigger multiple actions in Zoho CRM from a single form submission?

Yes, it’s possible through our system. One trigger from a form submission can initiate multiple actions such as creating new modules or updating various records simultaneously in Zoho CRM.

Connect WPForms 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.

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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.

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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.

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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.

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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.

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Connect WPForms and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Form
  Required
Trigger
Instant
Try It
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
Try It
- Module
  Required
Trigger
Instant
Try It
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
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It

- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write

- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
Try It
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
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

Learn how to automate WPForms on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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