Zoho Integration

Automatically manage leads and generate documents by connecting Formstack to Zoho CRM.

Create custom, intelligent workflows

With the Formstack Forms integration, you can use powerful online forms to collect data and automatically create Zoho records. Gain valuable insights while eliminating the need for manual data entry.
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Automate

Automatically input collected form data into mapped fields within Zoho CRM.

Instant

Instantly create and update leads and contacts in Zoho CRM.

Add

Seamlessly add file uploads to Zoho CRM records.

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The Advanced Integrations feature is required to use the Zoho CRM integration with Formstack Forms. Get access to a suite of powerful integrations that make it easy to manage your form data between apps. Learn More!


Create custom, intelligent workflows

With the Formstack Documents integration, you can merge Zoho data into document templates. The integration is simple to set up, and you can create custom, engaging sales documents in minutes.
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Input

Easily input Zoho data into documents based on the triggers you choose.

Automate

Automatically create sales documents such as proposals, quotes, and presentations with Zoho CRM.

Deliver

Instantly deliver custom documents to leads and customers with flexible Formstack Documents delivery options.

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Read this help article to set up automated Zoho CRM document generation workflows today. 


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