Connect Everest Forms to Zoho CRM

Streamline your Contact management and automate your forms with this Everest Forms and Zoho CRM integration.

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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

Sample Automation Rules

Explore sample automation rules to streamline your connection.

Contacts

Send an email to your Zoho CRM contacts when a specific Everest Forms form is submitted.

Modules

Add a contact to a Module in Zoho CRM when a specific Everest Forms form is submitted.

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.

Save money

You can also connect Zoho CRM to other WordPress plugins and forms at no extra cost to you. All Noptin plans give you access to 61 add-ons and integrations that you can download freely from your account. This saves you money since you don’t have to purchase a separate add-on for each service you use.