Integrate 123FormBuilder with Zoho CRM

Send information between 123FormBuilder 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 123FormBuilder

Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Zoho CRM the form responses received in 123FormBuilder.

How it works
  1. The flow triggers when a new submission is added to the selected form in 123FormBuilder.
  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 123FormBuilder

123FormBuilder + Zoho CRM

Build your own integrations between 123FormBuilder and Zoho CRM

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Supported triggers and actions

Integrate 123FormBuilder and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submission added

Triggers when a new submission is added to the selected form

Form created

Triggers when a new form is created

New contact

Triggers when a new contact is created

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

New user

Triggers when a new user is created

New module entry

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

Updated deal

Triggers when an existing deal is updated

New module

Triggers when a new module is created

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

User created or updated

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

All Actions - Actions are the automated tasks

Send email template

Sends an email to the specified users

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Add tags

Adds tags to the specified record

Create or update lead

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

Update related module entry

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

Create module entry

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

Send mail merge

Sends a mail merge with details of the selected record

Draft email template

Drafts an email based on the selected template

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.

Remove tags

Removes tags from the specified record

Raise signal

Raises a signal to Zoho CRM

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

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch contact

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

Fetch lead

Fetches a lead by email address or unique ID

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

Clone module entry

Clones an existing module entry

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 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 123FormBuilder?

123FormBuilder is an online form builder that comes with custom features and integrations. You can define form fields, translate fields and instructions, and also build quizzes and surveys.

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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