Everest Forms → Zoho CRMEvents and actions

Use Everest Forms submissions to automate Zoho CRM

When a specific Everest Forms 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.

See plans and pricing See what you can do ↓

Already using Noptin? Learn how to create an automation rule.

Noptin is installed on 15,000+ websitesSee what users say

Automation ideas

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in Zoho CRM when a specific Everest Forms form is submitted

When a specific Everest Forms 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.

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

When a specific Everest Forms 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

Everest Forms events

Forms

1 event

When a specific Everest Forms form is submitted.

About this connection

How the two tools fit together

Everest Forms: Drag and Drop contact form builder to easily create simple to complex forms for any purpose. Lightweight, Beautiful design, responsive and more.

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 Everest Forms 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 Everest Forms 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 Everest Forms and Zoho CRM from Noptin → Extensions. How to activate your license.
Install and set up Everest Forms on your WordPress site. Connect Zoho CRM in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Select the Everest Forms form whose submissions should start the automation.
Choose a Zoho CRM action from 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.

Ready to connect Everest Forms and Zoho CRM?

Build the automation in your WordPress dashboard with Noptin.

See plans and pricing