Integrate Bit Form with Zoho CRM
Send information between Bit Form and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Zoho CRM whenever a form is submitted through Bit Form
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Zoho CRM the form responses received in Bit Form.
How it works
- The flow triggers when a new form response is received in Bit Form.
- Zoho Flow creates a new contact. Updates the contact details if the email already exists. in Zoho CRM.
Create a new contact in Zoho CRM whenever a form is submitted through Bit Form
Bit Form + Zoho CRM
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Supported triggers and actions
Integrate Bit Form and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form response received
Triggers when a new form response is received
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Create form response
Creates a new form response
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Update related module entry
Relates an entry in this module with an entry in another module
Draft email template
Drafts an email based on the selected template
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add user
Adds a new user
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch event
Fetches an event by its title or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Bit Form?
Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.
Similar apps
What is Zoho CRM?
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >
It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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