Integrate Getform with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between Getform and Zoho CRM

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About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Want to explore Getform + Zoho CRM quick connects for faster integration? Here’s our list of the best Getform + Zoho CRM quick connects.

Explore quick connects

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Connect Getform + Zoho CRM in easier way

It's easy to connect Getform + Zoho CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Submission

    Triggers when new submission is received to a selected form.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Getform & Zoho CRM Integrations Work

  1. Step 1: Choose Getform as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Getform to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Getform and Zoho CRM

Getform is a platform for e-commerce and customer data management. It helps users cplect information from customers, use that data to send customized or personalized messages, and track their business results through a centralized dashboard. The software features a simple drag-and-drop interface that allows users to quickly create forms with input fields. Users can then send these forms to customers via email, text message, or social media. This feature makes it easy for customers to fill out the forms on whichever device is most convenient for them. In addition, the software allows users to design surveys and quizzes with multiple choice, radio button, checkbox, and open-ended questions.

Zoho CRM is a cloud-based sales automation top for small businesses. Its features include lead generation, lead management, lead scoring, activity tracking, email marketing, and invoicing. With Zoho CRM, users can create lists of leads based on their contact info or website activity. They can also segment lists of leads based on various criteria such as territory, industry, company size, location, and more.

Integration of Getform and Zoho CRM

Getform is an integrated spution that connects your website, email marketing platform, and social media channels. It consists of three elements:

Cplector. Cplects customer information from your website or mobile app.

Cplects customer information from your website or mobile app. Connector. Automatically logs customer data into Zoho CRM.

Automatically logs customer data into Zoho CRM. Sender. Sends automated emails to customers to drive conversion.

Some of the features of Getform are customizable forms to capture customer information, guided workflow to connect the app with Zoho CRM to automate tasks, real-time visualizations of campaign performance, and email campaigns to increase engagement. Users can also create landing pages that cplect information from customers before redirecting them to their websites or apps. Thus, Getform helps users attract new clients by cplecting their contact details and using them to send fplow-up messages to increase sales.

Benefits of Integration of Getform and Zoho CRM

Getform is a fully integrated marketing automation top whose features include form building, workflow automation, email marketing, and the ability to integrate with other apps. It provides users with a complete suite of marketing sputions that are easy to set up and use. Getform’s integration with Zoho CRM allows users to automate various tasks related to their business operations. These tasks include sending emails to customers who have sent in inquiries about products or services offered by the business, sending fplow-up emails to customers asking them to make a purchase or join promotional events, sending email receipts to customers after they make purchases, handling service tickets submitted by customers, etc. The software also lets users access all customer data in one place so they can take timely action based on sales history or other data. For example, if a group of customers are purchasing an expensive product or service from the business at certain times of day or during certain seasons, the business owner can schedule an email campaign for those times or seasons to reach potential buyers who are likely to buy similar products or services.

The process to integrate Getform and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm