

Integrate Happyforms with Zoho CRM
Send information between Happyforms 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 Happyforms
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 Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new contact. Updates the contact details if the email already exists. in Zoho CRM.


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

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Supported triggers and actions
Integrate Happyforms and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Form submitted
Triggers when a form entry is submitted

Updated deal
Triggers when an existing deal is updated

New module
Triggers when a new module is created

New lead
Triggers when a new lead is created

New note
Triggers when a new note is added

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

Entry created or updated
Triggers when a record entry is created or updated

New user
Triggers when a new user is created

Updated module entry
Triggers when an entry is updated in the selected module

New contact
Triggers when a new contact is created

User created or updated
Triggers when the details of an existing user are created or updated
All Actions - Actions are the automated tasks

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

Enroll cadence
Enrolls an existing record to a cadence

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

Send mail merge
Sends a mail merge with details of the selected record

Remove tags
Removes tags from the specified record

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

Add note
Adds a note to the selected module

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

Send email template
Sends an email to the specified users

Raise signal
Raises a signal to Zoho CRM

Update module entry
Updates the specified module entry

Add user
Adds a new user

Draft email template
Drafts an email based on the selected template

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

Convert lead to contact
Converts a lead to a contact

Un-enroll cadence
Un-enrolles a record from the cadence

Update user
Updates the details of an existing user based on user ID

Fetch inventory template
Fetches an inventory template using ID

Fetch email template
Fetches an email template by name

Fetch event
Fetches an event by its title or unique ID

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

Fetch account
Fetches an account by its name or unique ID

Clone module entry
Clones an existing module entry

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

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

Fetch lead
Fetches a lead by email address or unique ID

Cancel call
Cancels a event

Delete module entry
Deletes the specified entry

Fetch module entry
Fetches a module entry by the specified values

Fetch product
Fetches a product by its name or unique ID
What is Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
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What is Zoho CRM?
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