Formstack Documents + Zoho CRM Integration

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Formstack Documents + Zoho CRM Integration

Merged document is populated in Formstack Documents
Triggers the automation when a document is filled with data from different sources
Instant
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Instant
Lead is created in Zoho CRM
Triggers the automation when a new lead is created
Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
User is created in Zoho CRM
Triggers the automation when a new user is created

Merge a document in Formstack Documents
Combine multiple documents into a single file
Create a data route merge in Formstack Documents
Creates a new data route merge
Delete a document in Formstack Documents
Deletes a particular document from the system
Convert file to PDF in Formstack Documents
Convert any file format to a pdf document
Create or Update Lead in Zoho CRM
Add attachment in Zoho CRM
Adds an attachment to an email or message
Create module entry in Zoho CRM
Creates a new entry in a module
Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
Update module entry in Zoho CRM
Updates the information for a module entry
Search module entry in Zoho CRM
Searches for a module entry
Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
Create or Update Contact in Zoho CRM
Adds or update contact information
Search contact in Zoho CRM
Finds and retrieves contact information
Convert lead in Zoho CRM
Convert potential leads into customers
Search lead in Zoho CRM
Retrieves information for a particular lead
Add note to module entry in Zoho CRM
Adds a note to a module entry
Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria

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You Can Also Connect Formstack Documents or Zoho CRM With 1200+ Other Apps

Formstack Documents lets you generate customized documents with your own branding, merge data from multiple web services with pre-built form templates, and deliver them in minutes - all for free!

See Formstack Documents Integrations

ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

See Zoho CRM Integrations