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Forminator → Zoho CRMEvents and actions

Use Forminator submissions to automate Zoho CRM

When a specific Forminator 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.

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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 Forminator form is submitted

  1. When a specific Forminator form is submitted.
  2. 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 Forminator form is submitted

  1. When a specific Forminator form is submitted.
  2. 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

Forminator events

Forms

1 event

  • When a specific Forminator form is submitted.

About this connection

How the two tools fit together

Forminator: Capture user information (as detailed as you like), engage users with interactive polls that show real-time results and graphs, “no wrong answer” Facebook-style quizzes and knowledge tests.

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 Forminator 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 Forminator and Zoho CRM with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Forminator and Zoho CRM from Noptin → Extensions. How to activate your license.
  3. Install and set up Forminator 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.

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Put it together

Set up the automation in WordPress

  1. Select the Forminator form whose submissions should start the automation.
  2. Choose a Zoho CRM action from the list above and fill in its required settings.
  3. 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.

Explore each add-on

See what else you can do

Zoho CRM integration details Forminator integration details

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