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
New note
Triggers when a new note is added
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
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
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 module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
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
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 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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