Integrate Forminator with Zoho CRM

Send information between Forminator and Zoho CRM automatically, without writing any code, using Zoho Flow.

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Add a new contact in Zoho CRM for each new form submission received via Forminator

Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Zoho CRM using the form responses obtained from Forminator.

How it works
  1. The flow triggers when a form is submitted in Forminator.
  2. Zoho Flow creates a new contact. Updates the contact details if the email already exists. in Zoho CRM.
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Add a new contact in Zoho CRM for each new form submission received via Forminator

Forminator + Zoho CRM

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Supported triggers and actions

Integrate Forminator and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Quiz entry submitted

Triggers when a quiz is answered

Form entry submitted

Triggers when a form is submitted

Poll entry submitted

Triggers when a poll is answered

Updated module entry

Triggers when an entry is updated in the selected module

New module

Triggers when a new module is created

User created or updated

Triggers when the details of an existing user are created or updated

New contact

Triggers when a new contact is created

Entry created or updated

Triggers when a record entry is created or updated

New lead

Triggers when a new lead is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New note

Triggers when a new note is added

All Actions - Actions are the automated tasks

Update related module entry

Relates an entry in this module with an entry in another module

Send mail merge

Sends a mail merge with details of the selected record

Send email template

Sends an email to the specified users

Raise signal

Raises a signal to Zoho CRM

Add user

Adds a new user

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add tags

Adds tags to the specified record

Remove tags

Removes tags from the specified record

Convert lead to contact

Converts a lead to a contact

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Update module entry

Updates the specified module entry

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update user

Updates the details of an existing user based on user ID

Fetch user

Fetches a user by name or email address

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch email template

Fetches an email template by name

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

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 Forminator?

Forminator is a form builder plugin that lets users create contact forms, order forms, payment forms, quizzes, polls, and more.

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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.

Learn more >

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

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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