Zoho CRM

Google Forms + Zoho CRM Integration

Create Leads/ Contacts/ Accounts/ Deals/ Tasks in Zoho CRM on Google Form Submission

How to integrate your Google Form with Zoho CRM?

You can integrate Google Forms with Zoho CRM using Form Director. Form Director enables you to connect Google Forms with Zoho CRM, allowing you to create Leads/ Contacts/ Accounts/ Deals/ Tasks based on form responses.

When a user submits a Google Form, the responses are automatically sent to Zoho CRM, where Leads/ Contacts/ Accounts/ Deals/ Tasks are created accordingly.

What is Form Director?

Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.

Installation:

It is available in the Google workspace Marketplace.

Please check installation instructions to install the add-on.

What is Zoho CRM?

Zoho CRM is an web-based CRM designed to attract, retain, and satisfy customers to grow their business. It works well regardless if you're a small business, an entrepreneur, or a large enterprise. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms

Google Forms to Zoho CRM: Use Case(s)

Google Forms

Create records on Form Submit

Form Director

Zoho CRM

Demo Video: How to create Contacts, Leads etc on Zoho CRM?

How to Setup Zoho CRM

Name your service.
Choose Zoho CRM from the list of Applications.
Choose Create under services.

Configuring Zoho CRM

Select the required Data Center.
After selecting the Data Center, Click Connect to Zoho CRM.

Select the required CRM organization.
Select Production account or Developer account.
Click on submit to confirm the account.

By clicking Accept, you will allow Form Director to access data in your Zoho account.

Select the required Business account.
Select the required entity.

Mapping

Mapping of form fields to that of app fields is to be done in order to create contact with your form data.

Click on the add icon to add new mapping

Once you have done mapping you can save the service

Note : Mapping should be done between app field and form field of same type.

Explore Mapping types

Notification

Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.

Email Template

Send your own customized emails on form submission to your audience.

Read more about Email Template

Attachment

Click Pick Drive Files to attach files to Email.

Add attachments from previous service results.
Select the required service result.

Finish setting up

Save your service.

You are all set to create contacts on your Google Form submission.

Submit Google Form

Your contacts will be created.

Sample Output

Service 2: Update Record

Mention the service name.
Select the application as "Zoho CRM".
Select the "Update" service.

Authenticate with Zoho CRM.
Select the required entity.
Select the update field.

Mapping

Mapping of form fields to that of app fields is to be done in order to update contact with your form data.

Click on the add icon to add new mapping

Once you have done mapping, you can save the service

Note : Mapping should be done between app field and form field of same type.

Notification

Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.

Email Template

Send your own customized emails on form submission to your audience.

Read more about Email Template

Attachment

Click Pick Drive Files to attach files to Email.

Add attachments from previous service results.
Select the required service result.

Finish setting up

Save your service.

You are all set to update lead on your Google Form submission.

Submit Google Form

Your lead will be created.

Submit the Form

Submit data in the Google Form.

Original Lead details

See the records updated in Zoho CRM

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