Tag a contact in Zoho CRM when a specific Brizy form is submitted
When a specific Brizy form is submitted.
Tag a contact in Zoho CRM
Choose the tag and the module in the action settings. The action is set to create the contact if they do not exist.
Brizy → Zoho CRM
Connect Brizy to Zoho CRM
Put your Brizy submissions to work in Zoho CRM. Choose a form, select a record action, and send the details it needs with Noptin.
Requires Noptin Premium, Brizy, and an account with Zoho CRM.
BrizySomeone submits your selected form
Zoho CRMAdd a contact to a module in Zoho CRM
Set up and manage the rule in WordPress.
Noptin is installed on 15,000+ websitesSee what users say ↗
Your form is the starting point.
Keep collecting enquiries and signups with Brizy. Use Noptin to decide what happens next in Zoho CRM, without copying each submission by hand.
Make the handoff your own
- Choose a record action and provide the fields it requires.
- Choose a specific form and map the details it collects.
How to connect Brizy to Zoho CRM
Follow these steps to add a contact to a module in Zoho CRM when someone submits your Brizy form.
For a quicker start, describe your automation to Noptin’s AI. Review the generated rule, check its settings, and test it before using it with visitors.
Open the automation rules guide ↗Install Noptin
Install and activate the free Noptin plugin on your WordPress site.
How to install Noptin
Choose your Brizy form
Go to Noptin → Automation Rules and create a rule. Search for Brizy and select Form > Submitted.
Next, select the exact form you want to use, then continue to choose an action. Its fields will be available for mapping and conditions.
Choose your Zoho CRM action
Search for Zoho CRM and select Zoho CRM > Add To Module. Noptin will guide you through any required license activation, add-on installation, or account connection.
Connect the account you want this rule to use when prompted.
Select the module in the action settings. Map the required fields to submitted answers or fixed values. Check the identifier before updating an existing record.
Review, test, and activate
In the automation editor, use conditions to choose which submissions run the action. Add conditions when only some submissions should create or update a record. Choose a submitted field and the value that qualifies, then test submissions that should pass and ones that should not.
Review the rule, save it, and activate it when you are ready to test. Submit the selected form with test details, then check the record, mapped fields, and selected module in Zoho CRM.
Before you connect
Can I use a form I already have?
Yes. Select an existing Brizy form in the rule. Check that it collects the fields required by your Zoho CRM action.
Will every submission run this automation?
The rule uses the form you select. Add conditions when only some submissions should run it, such as those with an accepted opt-in checkbox. Check the rule with submissions that should pass and ones that should not.
What happens if the record already exists?
This depends on the Zoho CRM action you choose. Check its settings and test with an existing record before using it with visitors.
What do I need to buy?
You need Noptin Premium for automation rules and access to the required connection add-on. You also need your own Zoho CRM account. See the current Noptin plans for pricing.
Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a contact to a module in Zoho CRM when a specific Brizy form is submitted
- When a specific Brizy form is submitted.
- Add a contact to a module in Zoho CRM
Supported triggers and actions
Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.
When this happens (1)
- When a specific Brizy form is submitted.
Do this (4)
- Add a contact to a module in Zoho CRM
- Remove a contact from a module in Zoho CRM
- Tag a contact in Zoho CRM
- Remove a tag from a contact in Zoho CRM
Connect Brizy to Zoho CRM
Send Brizy submissions to Zoho CRM automatically and spend less time copying details by hand.
See plans and pricing