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 CRMEvents and actions
Use Brizy submissions to automate Zoho CRM
When a specific Brizy form is submitted, start an automation, then choose from the Zoho CRM actions listed below. The action settings show what information you need to provide.
Already using Noptin? Learn how to create an automation rule.
Brizy→Zoho CRM
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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
Available in Noptin
Zoho CRM actions
Modules
2 actions
View actions
- Add a contact to a Module in Zoho CRM
- Remove a contact from a Module in Zoho CRM
Tags
2 actions
View actions
- Tag a contact in Zoho CRM
- Remove a Tag from a contact in Zoho CRM
Available in Noptin
Brizy events
Forms
1 event
- When a specific Brizy form is submitted.
About this connection
How the two tools fit together
Brizy: Noptin finds Brizy forms in your site content and project, then lets you choose the form that starts a rule.
Zoho CRM: Zoho CRM is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.
What information can you send?
First choose the Brizy form. Noptin then shows the answers that form collects, so you can send the right ones to Zoho CRM.
Available fields depend on the selected Zoho CRM module and the connected account.
Start here
Set up Brizy and Zoho CRM with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Brizy and Zoho CRM from Noptin → Extensions. How to activate your license.
- Install and set up Brizy on your WordPress site. Connect Zoho CRM in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Select the Brizy form whose submissions should start the automation.
- Choose an action from Zoho CRM in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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