Gravity Forms + Zoho CRM Integration

Integrate Gravity Forms to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Create a contact, assign the sales owner, update your pipeline, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Gravity Forms
    Form is submitted in Gravity Forms
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
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2.

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Ready WorkflowsReady Workflows   for Gravity Forms + Zoho CRM Integration

Capture submissions, create leads in Zoho CRM, update existing entries, assign team members, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Gravity Forms + Zoho CRM flow

Route form data into your communication channels, email marketing tools, spreadsheets, and task managers the moment a submission arrives. Pick a combination and activate it in one click.

Gravity Forms
Zoho CRM
+
SlackSlack (4)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
TrelloTrello (3)
G
Z
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Submit a Gravity Forms form to create a Zoho CRM lead, and notify your sales team in Slack
New form submissions land in Zoho CRM as leads instantly and your sales channel hears about it in Slack, so nobody misses a potential customer.
G
Z
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Create a Zoho CRM contact from every Gravity Forms submission, and alert your support channel in Slack
Every form submission creates a Zoho CRM contact while Slack notifies your team, ensuring immediate visibility.
Z
G
S
When a Zoho CRM lead is updated, update the Gravity Forms entry and post the status in Slack
CRM updates flow back to Gravity Forms entries and notify your team in Slack.
G
C
Z
S
Use Claude to summarise every Gravity Forms submission, create a Zoho CRM lead, and brief your team in Slack
Claude analyses form submissions before creating a Zoho CRM lead and posting a structured brief in Slack.

Supported triggers and actions for Gravity Forms and Zoho CRM

Mix and match to build the exact automation you need

Gravity Forms
Gravity Forms Triggers & Actions
Form is submitted in Gravity Forms
Triggers the automation when a form is filled
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Update entry in Gravity Forms
Updates contact to the contact list
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Create entry in Gravity Forms
Adds a new contact to the contact list
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Submit form in Gravity Forms
Submits a form
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Get form submission by ID in Gravity Forms
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Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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What can you automate with Gravity Forms + Zoho CRM?

Streamline your workflow by turning form submissions into CRM leads, updating records automatically, and keeping your entire team aligned.

What you can automate?
🎯
Create CRM leads from form submissions
Turn every Gravity Forms submission into a new lead in Zoho CRM automatically the moment a user hits submit, eliminating manual data entry.
📝
Capture every submitted field
Map all custom form fields and customer inputs into Zoho CRM records rather than just basic names and email addresses.
🔔
Notify your sales team instantly
Alert the right representative in Slack or via email as soon as a high-value form submission enters your system.
🔀
Route leads based on submitted data
Apply conditional rules to send specific form submissions to different Zoho CRM pipelines based on answers provided.
🔄
Keep records updated in real time
Synchronise modifications made in Zoho CRM back to your WordPress entries so your historical logs stay accurate.
🔍
Prevent duplicate entries
Search existing contacts before creating new ones in Zoho CRM to maintain clean databases and avoid duplicate profiles.
💳
Handle payment and status milestones
Update lead stages in Zoho CRM automatically when form payments succeed or subscription statuses change.
📊
Extend your workflow to spreadsheets
Log every form submission into Google Sheets alongside your Zoho CRM updates for comprehensive reporting.
And much more...

Who is Gravity Forms + Zoho CRM integration for?

Connecting Gravity Forms and Zoho CRM helps sales teams, marketers, and business owners eliminate manual data entry and streamline lead management across platforms.

Sales managers
Sales managers
Sales representatives
Sales representatives
Client success teams
Client success teams
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Data administrators
Data administrators
📈
Sales managers
You're reviewing lead generation reports every week but your pipeline data only updates when someone manually exports form submissions, so the conversion numbers you're reviewing are always outdated — automating both apps means every new submission lands in your CRM instantly and your metrics stay current.
Sales representatives
You need to follow up with prospective clients immediately, but you find out about new website enquiries hours after submission — connecting these apps means every form entry creates a CRM lead instantly so you can reach out first.
🤝
Client success teams
You answer to external stakeholders who want visibility over incoming client requests, but manual status tracking creates reporting gaps — this integration means every client submission flows directly into your tracking systems without manual intervention.
📋
Customer support leads
The volume of intake form submissions is too high for anyone to keep up by hand, leading to missed client enquiries — automating these apps means every ticket and submission is processed and routed without manual effort.
🔄
Operations coordinators
You own the onboarding stage and depend on someone upstream to hand over customer details from website forms, but manual handovers cause delays — integrating these apps means lead data flows seamlessly from form submission to CRM record.
🗂️
Data administrators
You need a reliable history of customer interactions across your tech stack, but manual copying leaves missing records and mismatched fields — automating both apps means every form field maps cleanly into your CRM every time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Gravity Forms + Zoho CRM

Build and manage your Gravity Forms + Zoho CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Gravity Forms + Zoho CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Gravity Forms to Zoho CRM?
Frequently Asked Questions
You can connect Gravity Forms to Zoho CRM and other apps like Slack, Google Sheets, and Gmail using 1-click automation setup on Integrately or ask Integrately AI to build the automation.
Can I automatically create a Zoho CRM lead when a Gravity Forms form is submitted?
Frequently Asked Questions
Can I connect Gravity Forms, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Gravity Forms and Zoho CRM?
Frequently Asked Questions
How does Gravity Forms handle custom fields during Zoho CRM integration?
Frequently Asked Questions
Can Zoho CRM updates sync back to Gravity Forms entries?
Frequently Asked Questions
Do I need coding skills to automate Gravity Forms and Zoho CRM?
Frequently Asked Questions
Is the Gravity Forms and Zoho CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

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