All integrations

Zoho CRM Integration
with Fluent Forms

Manage your sales, marketing, and support in one platform with Zoho CRM and Fluent Forms

Zoho CRM website Documentation
ZohoCRM Integration with Fluent Forms

About Zoho CRM

  • Zoho CRM is a comprehensive customer relationship management platform that enhances sales, marketing, and support workflows by centralizing customer interactions and data.
  • It offers a user-friendly interface to track leads, automate workflows, and generate detailed reports, helping teams make data-driven decisions.
  • Zoho CRM allows for extensive customization, enabling businesses to tailor the system according to their specific needs for optimal performance.
  • Integrating Zoho CRM with Fluent Forms strengthens your WordPress site, automating data transfer and management between the two platforms, reducing manual work and ensuring data accuracy.

How to Integrate With Fluent Forms

Integrate Zoho CRM with Fluent Forms Pro by following these steps.

Steps for Integrating Zoho CRM with Fluent Forms:

  • Activate the Zoho CRM Module.
  • Get your Zoho CRM Account URL, Client ID & Client Secret.
  • Use the Zoho CRM Account URL, Client ID & Client Secret with the Zoho CRM module.
  • Create/Use a form with Fluent Forms.
  • Set up the integration feed and map the input fields.

Use case

  • Contact Management Automation: Automatically create new contacts in Zoho CRM when someone submits a form via Fluent Forms, ensuring all potential leads are captured and managed efficiently.
  • File Attachments Handling: When a user submits a form with file attachments, those files are automatically added to the corresponding Zoho CRM record, streamlining file management across platforms.
  • Survey and Feedback Integration: Use Fluent Forms to collect survey responses or feedback and instantly update relevant Zoho CRM modules, ensuring all customer insights are stored in your CRM for future reference.
  • Form-Based Task Automation: Trigger tasks or reminders in Zoho CRM based on specific Fluent Forms submissions, ensuring that key actions like follow-ups or updates are completed without delay.

Category

CRM

Connection Type

Direct Integration

Plan Needed

Pro

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