Overview
The Zoho CRM Add-On for Gravity Forms allows you to connect your forms with your Zoho CRM account to automatically create or update leads, contacts, and accounts based on form submissions.
Transform the way you work with Zoho! A complete end-to-end CRM, Zoho is a powerful CRM solution for growing businesses and enterprises. And with the Gravity Forms Zoho CRM Add-On, you can easily add new contacts and leads into your Zoho mailing lists and sales pipelines.
Gravity Flow Integration
When a workflow includes a Zoho CRM step, Gravity Flow ensures that the standard post-submission Zoho CRM feed does not execute independently. This gives you full control over when Zoho CRM actions occur within the workflow.
Creating a Zoho CRM Workflow Step
To add a Zoho CRM step to the workflow:
- From the Form Editor screen, navigate to Settings → Workflow.
- Select Add New Step and set a Name for the step.
- Choose the Zoho CRM step as the Step Type.
- Select a Zoho CRM Feed created using the Zoho CRM Add-On.
- Click Update Step Settings to save the step.
Zoho CRM Step Settings Reference
| Setting | Description |
|---|---|
| Name | Defines the workflow step name used to identify it within the workflow. Required |
| Description | Provides a short description of what the step does. |
| Step Type | Defines this step as a Zoho CRM step. Required |
| Highlight | Highlight this step to emphasize it in the workflow visually. |
| Condition | Enables a condition to determine whether the step will run. |
| Schedule | Delays execution of the step based on a configured schedule. |
| Zoho CRM Feed | Selects which Zoho CRM feed to execute for this step. Required |
| Next Step | Defines the next step in the workflow sequence. |