123FormBuilder + Zoho CRM
Add attachments to Zoho CRM for new 123FormBuilder submissions
Effortlessly manage your leads by connecting 123FormBuilder with Zoho CRM. With this workflow, whenever a new form is submitted in 123FormBuilder, an attachment will be added to the relevant lead in Zoho CRM. No more manual uploads or wasted time searching for files; this automation ensures that lead-related documents are always organized and easily accessible.
Effortlessly manage your leads by connecting 123FormBuilder with Zoho CRM. With this workflow, whenever a new form is submitted in 123FormBuilder, an attachment will be added to the relevant lead in Zoho CRM. No more manual uploads or wasted time searching for files; this automation ensures that lead-related documents are always organized and easily accessible.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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New Form
Triggers when a new form is added to your account.
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
FormRequired
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try It
