Zoho CRM Integration
Automatically manage leads and generate documents by connecting Formstack to Zoho CRM.
Is a cloud CRM service that helps you to store and segment your customer data into different groups along the customer journey.
This helps managers to better define customers and conduct different sales and marketing activities to these groups.
You can better manage your business's status and maintain customer relationships more effectively. It helps you identify cross-sale and up-sale opportunities by establishing a seamless flow of business information.
Increase your Efficiency with COREations and Zoho CRM:
No more double data entry mistakes, no more manual date imports: your customer database will always be up to date. Create custom, intelligent workflows:
Automatically input collected form data into mapped fields within Zoho CRM.
Instantly create and update leads and contacts in Zoho CRM.
Seamlessly add file uploads to Zoho CRM records.
Easily input Zoho data into documents based on the triggers you choose.
Automatically create sales documents such as proposals, quotes, and presentations with Zoho CRM integration.
Instantly deliver custom documents to leads and customers with flexible Formstack Documents delivery options.