Zoho CRM + Zoho Forms + Zoho WorkDrive Integrations

How to connect Zoho CRM + Zoho Forms + Zoho WorkDrive

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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 Zoho CRM, Zoho Forms, and Zoho WorkDrive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

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
- ModuleRequired
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
- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Team
- Team FolderRequired
- Folder
Trigger
Scheduled
Try It
- Team
- Team FolderRequired
- Folder
- File NameRequired
- File ContentRequired
- Overwrite File?Required
Action
Write
- TeamRequired
- NameRequired
- Is Public ?Required
- Description
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- File NameRequired
Action
Search
- TeamRequired
- Team FolderRequired
- Folder NameRequired
- Folder Creation Date Range
- Folder
Action
Search or 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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- 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
- FormRequired
Trigger
Instant
Try It
- Team
- Team FolderRequired
- Folder
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- Team
- Team FolderRequired
- Folder
- Folder NameRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- FileRequired
- File Name
- Overwrite File?Required
Action
Write
- OrganizationRequired
- Search TermRequired
- Team
- Team Folder
- File Type
- File Creation Date Range
Action
Search
- OrganizationRequired
- Team
- Team Folder
- Folder NameRequired
- Folder Creation Date Range
Action
Search
- OrganizationRequired
- Team
- Team FolderRequired
- Folder NameRequired
- Folder Creation Date Range
- Folder
Action
Search or write

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How Zoho CRM + Zoho Forms + Zoho WorkDrive Integrations Work

Step 1: Authenticate Zoho CRM, Zoho Forms, and Zoho WorkDrive.
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.