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 (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
