App Spotlight: Gravity Forms for Zoho CRM

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Gravity Forms for Zoho CRM

Grow your email list with Gravity Forms for Zoho CRM. Build custom forms, create surveys and quizzes, register users on your website, accept payments, and more. 

Get Gravity Forms for Zoho CRM

Business needs

Updating your CRM with the contact and sales information of new and existing customers must be constantly carried out. Doing this manually is not only time consuming, but also increases the risk of human errors. Bringing in an automatic process to update your CRM with information obtained directly from the customers can drastically enhance your sales and marketing processes.

Solution

Gravity Forms’s intuitive drag-and-drop form builder, in conjunction with a wide assortment of built-in features and advanced add-ons, ensures you can create stylish and high-functioning forms for any occasion. Integrating this with Zoho CRM will enable you to:

    •  Streamline and automate your workflows by sending data directly from your online forms to Zoho CRM.
    • Create a new contact or update an existing contact’s information in your CRM when a form is submitted.

    • Create a new sales lead in Zoho CRM when a form is received, and assign it to a lead owner.

    • Send custom data from additional form fields to Zoho CRM, synchronize your Zoho tags and attachments, assign lead sources and status, add notes to CRM records, and more.

Benefits

Save time and decrease the risk of human errors by eliminating the need to input data into Zoho CRM manually. With the ability to choose how you want to export your data, you can avoid crowding Zoho CRM records with unnecessary details. 

Get Gravity Forms for Zoho CRM


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