Forget limitations!
Zoho Forms integrates with over 150 apps, thanks to Zoho Flow. This breaks down information barriers, letting your data flow freely. From the moment a form is submitted, you can execute complex automated workflows that span across various Zoho apps and third-party platforms.
Unified workflows
Create unified workflows that span different stages of your business processes, from lead generation with Zoho Forms to sales tracking in Zoho CRM and invoicing in Zoho Books, ensuring a cohesive and streamlined operational cycle.
Scalable solutions
Scale your automation initiatives as your business grows by easily adding new applications to your workflows and accommodating evolving requirements.
When a customer submits a support ticket through Zoho Forms, Zoho Flow can automatically trigger follow-up actions:
Retrieve the customer's information from Zoho CRM.
Create a new ticket in Zoho Desk and notify your team
Update your mailing list in Mailchimp.
Zoho Forms and Zoho Flow: A perfect match for workflow management
This powerful combination makes it easy to automate tasks across multiple business applications when a form entry is submitted in Zoho Forms.
Sales and marketing
Update CRM records with new customer data in Zoho CRM, automate lead nurturing campaigns triggered by form submissions and trigger marketing automation sequences in Zoho Marketing Automation.
Customer support
Generate support tickets based on form data in Zendesk, send automated responses, and update internal communication channels in Slack.
Inventory management
Create and send purchase orders automatically in Zoho Books, update inventory levels automatically based on order forms, and trigger production workflows in a connected inventory management system like Zoho Inventory.
Human resources
Set up new employee profiles based on onboarding form data in Zoho People and send automated welcome emails to new hires through Zoho Campaigns.
Project management
Automate the creation of tasks or projects in Asana based on form submissions and streamline team communication by sending task assignment notifications via Zoho Cliq.
Here's how to get started:
Connect your forms
Select the Zoho Forms you want to use as a trigger for your workflow.
Choose your integrations
Select the applications you want to connect with your form (Bigin, Salesforce, Projects, etc.).
Define actions
Set up specific actions for each integrated app based on form submissions (create records, send emails, update fields, etc.).
Let the flow happen
With post-submission tasks automated, you'll save time and ensure consistency in your follow-up process.