Integrate Wufoo with Zoho CRM

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

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Create a new contact in Zoho CRM whenever a form is submitted through Wufoo

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 Wufoo.

How it works
  1. The flow triggers when a new entry is created in Wufoo.
  2. Zoho Flow creates a new contact. Updates the contact details if the email already exists. in Zoho CRM.
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Create a new contact in Zoho CRM whenever a form is submitted through Wufoo

Wufoo + Zoho CRM

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Supported triggers and actions

Integrate Wufoo and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Form

Triggers when a new form is created

New Entry

Triggers when a new entry is created

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

Updated deal

Triggers when an existing deal is updated

User created or updated

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

Entry created or updated

Triggers when a record entry is created or updated

New module entry

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

New user

Triggers when a new user is created

New note

Triggers when a new note is added

All Actions - Actions are the automated tasks

Update module entry

Updates the specified module entry

Add tags

Adds tags to the specified record

Send mail merge

Sends a mail merge with details of the selected record

Create or update lead

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

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Remove tags

Removes tags from the specified record

Add note

Adds a note to the selected module

Create or update module entry

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

Raise signal

Raises a signal to Zoho CRM

Send email template

Sends an email to the specified users

Create or update contact

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

Create module entry

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

Update related module entry

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

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch deal

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

Fetch contact

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

Fetch event

Fetches an event by its title or unique ID

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

What is Wufoo?

Wufoo is a form builder that lets you customize themes and analyze real-time results. You can use device-responsive templates, accept payments, and collect responses from websites.

Forms

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 >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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