Zoho CRM

Google Forms + Zoho CRM Integration

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

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 (Beta) 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.

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.

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