Automate Zoho CRM and Happyforms
You can combine any triggers and actions to create automation rules that save you time.
Triggers
Happyforms
- When a specific Happyforms form is submitted. You can conditionally trigger the automation based on the submitted form data or the login status of the user.
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
Sample Automation Rules
Explore sample automation rules to streamline your connection.
Contacts
Send an email to your Zoho CRM contacts when a specific Happyforms form is submitted.
Modules
Add a contact to a Module in Zoho CRM when a specific Happyforms form is submitted.
Tags
Tag a contact in Zoho CRM when a specific Happyforms form is submitted.
Ready to get started?
You can connect Zoho CRM to Happyforms 4 simple steps.
First, go ahead and install Noptin.
Next, install the Zoho CRM and Happyforms 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 60 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.
What are you waiting for?
Connect Happyforms to Zoho CRM Now
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