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.
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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
