Zoho CRM + Zoho Forms Integration

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Zoho Forms + Perplexity AI + Zoho CRM Integration

Use AI to Create module entry in Zoho CRM for Zoho Forms submissions

Use this automation to create additional insights or summaries of the Zoho Forms responses using Perplexity AI. Storing all this information in Zoho CRM makes it easier for you to analyze all the data in one place.

Here's how it works:
 1. Zoho Forms: 1. Whenever a form is submitted, the automation will be triggered.
 2. Perplexity AI: To generate better output, you can instruct Perplexity AI about what you want it to do. It could be to extract key information, summarize responses, or provide additional insights based on the data incoming from the form. So you must pass the data from Zoho Forms as well.
 3. Zoho CRM: The content generated by AI in the previous step will be used to Create module entry.

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Zoho CRM + Zoho Forms Integration
1.
  • 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
  • Zoho Forms
    Form is sumbitted in Zoho Forms Instant
2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
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