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Zoho CRM

Zoho Integration

Automate lead management and simplify document creation by connecting Formstack to Zoho CRM.

Formstack Forms + Zoho CRM

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Integration Overview

With the Zoho integration for Formstack Forms, you can collect data and use it to automatically create records in Zoho. Gain valuable insights on your customers while avoiding the hassle of manual data entry.

Partner Overview

Zoho CRM is an award-winning customer relationship management solution that is trusted by a global network of over 250,000 businesses in 180 countries. The platform acts as a single repository that brings sales, marketing, and customer support together so businesses can engage more customers and drive growth.

Use the integration to:

  • Automatically send form data to mapped fields in Zoho CRM
  • Instantly create and update leads and contacts
  • Attach file uploads to records in your Zoho CRM account

What You Need

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How It Works

  1. Build a form in Formstack, and determine which records you want to create or update in Zoho CRM.
  2. Sign in to your Zapier account, select a Formstack form trigger, choose a Zoho CRM action, and authenticate your accounts.
  3. Once authentication is complete, you can start passing data from Formstack directly into Zoho CRM.

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Find Out More

For more information on using Formstack Forms with Zoho CRM, check out Zapier's guide. Users can also use Zoho Flow to make this connection.

Formstack Documents + Zoho CRM

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Integration Overview

With the Zoho CRM integration for Formstack Documents, you can merge Zoho data into custom document templates. Create personalized, engaging sales documents in minutes.

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Partner Overview

Zoho CRM is an award-winning customer relationship management solution that is trusted by a global network of over 250,000 businesses in 180 countries. The platform acts as a single repository that brings sales, marketing, and customer support together so businesses can engage more customers and drive growth.

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Use the integration to:

  • Easily merge Zoho data into documents based on custom triggers
  • Automate the creation of proposals, quotes, presentations, and other sales documents
  • Deliver personalized documents to leads and customers via email or through a variety of third-party options

What You Need

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How It Works

  1. Upload your own fillable PDF, Word, Excel, or PowerPoint document; or build one from scratch within Formstack Documents.
  2. Choose to deliver your documents via email or send them to a third-party integration.
  3. Connect Formstack Documents to Zoho CRM to automatically populate your Zoho CRM data into custom documents.

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Find Out More

For more information on using the Zoho CRM integration with Formstack Documents, check out this help article.

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Integration Overview

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Partner Overview

Use the integration to:

What You Need

How It Works

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