Automate Zoho CRM and Everest Forms

You can combine any triggers and actions to create automation rules that save you time.

Triggers

weForms

  • When a specific Everest Forms form is submitted. You can conditionally trigger the automation based on the submitted form data or the login status of the user.

View all triggers

Actions

Contacts

  • Send an email to your Zoho CRM contacts

Modules

  • Add a contact to a Module in Zoho CRM
  • Remove a contact from a Module in Zoho CRM

Tags

  • Tag a contact in Zoho CRM
  • Remove a Tag from a contact in Zoho CRM

View all available actions

Ready to get started?

You can connect Zoho CRM to Everest Forms 4 simple steps.

First, go ahead and install Noptin.

Next, install the Zoho CRM and Everest Forms add-ons.

Once you've installed the Zoho CRM addon, Noptin will redirect you to the Zoho CRM settings page where you can connect your Zoho CRM account.

Connect your account and then map the Noptin custom fields to Zoho CRM custom fields.

Finally, create any needed automation rules or automated emails.

What are you waiting for?

Connect Everest Forms to Zoho CRM Now

More than 11,000 websites use Noptin. Is yours next?