Our direct integration makes it easier than ever to connect Zoho CRM with your forms!
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.
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.
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;
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.
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.
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 firstname.lastname@example.org.