How do I integrate with Zoho CRM?

Our direct integration makes it easier than ever to connect Zoho CRM with your forms!

Connect Zoho CRM to Paperform

In the Form Editor navigate to After Submission → Integrations & Webhooks.
Click on "Zoho CRM" under the heading "Direct Integrations". Choose from the list of possible actions on the dropdown list provided.

Click on "Add Account +" to connect your Zoho CRM account, prompting a popup window to appear requesting you log in and give permission for Paperform to connect your Zoho CRM account.

An image showing the pop-up required for connecting Zoho CRM to Paperform.

Once the popup window closes, your account will be successfully connected to Paperform!

You can remove or rename your Zoho CRM account at any time in your account settings, but note this will also affect any forms using this integration connection.

Setting up an Integration Action

Our Zoho CRM direct integration is built to be flexible around your use case, so we offer a number of different actions and functions.

Below you'll find an example of how to configure one of these actions.

Create a record

This action will create a new record using the answers passed through your form submissions.

After setting up your Zoho CRM connection for the action, complete the fields presented. The list of fields and what they do can be found below;

What kind of record do you want to create? - A list of supported record categories imported from your Zoho CRM account.
Which layout would you like to use? - A list of supported record layouts imported from your Zoho CRM account.
Trigger Workflow? - When enabled, this option will automatically trigger any workflows, approvals, or blueprints inside Zoho CRM.
Fields - A list of the supported fields available for your new record.

Once you have finished configuring the action, click the "Send Test" button at the bottom to test out the action. If you're happy with the results, click "Create" to finish setting up the action. This will automatically be live for future submissions.

Considerations

Using Date Fields

When using Date fields in your Zoho CRM account, for best results, answers passed from the form should be formatted using the Answer Piping Transformation {{ key || date Y-m-d }}.

For example, if your original Answer Piping reads {{ my_key }} in the integration configuration, the final result would look like {{ my_key || date Y-m-d }}.

Sending a Test for your action

For the "Send Test" button to work, you must have a recent submission that contains data for the fields being used in your integration action.

If you don't have a recent submission with the correct data set then you may encounter unexpected behaviors with integration action, or it may outright fail.

What is Paperform?

Paperform is a web platform that enables anyone to create beautiful online forms, payment or product pages, quickly and intuitively, without any technical knowledge.

Want to be able to do more with Zoho CRM? Let us know at support@paperform.co.

What are direct integrations?

Direct integrations on Paperform allow you to integrate directly between Paperform and numerous, popular services.

My direct integration isn't working, what do I do?

Check the integration history, check the setup, and/or send a test.

How do I use direct integrations?

You can set up direct integrations in After Submission → Integrations & Webhooks from the form editor.

How much do direct integrations cost?

Direct Integrations have no additional fees or charges, so you'll just pay your Paperform subscription fee as usual.

How do I connect my other apps to Paperform?

There are several ways you can connect your forms with other apps; Direct Integrations, Zapier, Make (formerly Integromat), or if you are a developer - Webhooks.