6 ways to automate Zoho Forms with Zapier

Zoho Forms is a form-building tool that can help you collect all kinds of information from leads, customers, and even team members. But information on its own isn’t especially useful. You need to store, organize, and use it to make it truly powerful. That’s where automation comes in.

With automation, you can elevate your forms beyond just a place to collect information. With Zaps—our word for Zapier’s automated workflows—you can easily connect your forms to spreadsheets or CRMs. You can also immediately act on form responses by creating tasks or calendar events. Or even follow up automatically with an email or messaging app. 

Turn your forms into a dynamic tool that helps your business get full use of your form-building software and the data you gather with it.

Table of contents

• Track responses

• Create follow-up tasks

• Add to email marketing campaigns or your CRM

• Send follow-up messages

• Create calendar events

• Use webhooks with Zoho Forms

Track responses

Your first order of business when you get a new form entry is recording it in an organized way. Zoho Forms gives you a great interface for gathering information. Set up automated workflows to instantly add new responses to spreadsheets like Google Sheets, Excel, or Airtable. 

Automation updates information instantly instead of waiting for someone to copy it manually. Not only does that save you time, but it ensures your database is always current. And once your information is in a spreadsheet, it’s much easier to sort, organize, and share across your team or company.

Create follow-up tasks

Stay on top of following up on your form submissions by automatically creating tasks from new form entries. You can create Zaps that send form submission information to your team’s project management software. 

Connecting your forms directly to your project management tool ensures customer submissions are tracked and responded to in a timely manner. It helps you connect work streams across teams by making responses more visible. It also makes it easy to assign follow-ups or inform multiple teams of a new submission.

Once a task is created, you can even build further automations to add the task to a specific project, create a checklist, or even notify your team.

Add to email marketing campaigns or your CRM

There’s no need to manually add customers to a mailing list or update their information by hand. Set up a Zap that will automatically update your email marketing software whenever you receive new form entries.

You can set up additional automations to update your CRM at the same time. These two workflows together ensure your customer information is always up to date. Your email marketing will be more effective because it will reach the right people with the right contact information.

For even more control, add tags to your CRM contacts, so you know what leads to follow up on and why. 

Send follow-up messages

Keep the conversation going by following up on a Zoho Forms submission with an automatic email, Slack message, or SMS response confirming their submission has been received. It’s a better experience for customers when their engagement is instantly acknowledged. 

Automatic form follow-ups are also useful if you want to provide the person submitting the form with information. Think automatically sending a white paper in response to a request on your website or sending a discount code to a new mailing list subscriber.

Not only can you follow up with customers, but you can also let your internal team know about form responses with an automated message.  Set up a Slack message or email Zap so that the relevant team members can follow up with customers faster.

Create calendar events

Connect Zoho Forms to your calendar app if you ever need to open up scheduling for appointments, events, interviews, or demos. Add a “date” field to your form, and when a new submission comes through, this Zap will automatically create a detailed event and add it to your calendar.

You can also use a form to register attendees for a bigger event with this workflow:

Use webhooks with Zoho Forms

Once you’ve got the hang of using form automation to supercharge your forms, you can use webhooks to customize your automations in a huge variety of ways.

Webhooks are essentially how different apps talk to each other. You can set up a webhook to inform any of your other apps when a new form has been submitted and then trigger that app to take an action.

With Zapier’s built-in webhooks tool, you can connect Zoho Forms to thousands of different apps to fully customize your forms automation, even if that app doesn’t have an existing Zapier integration.

Build more dynamic connections with your customers using form automation

Automating your forms creates a more dynamic connection between your business and the people interacting with it. You aren’t just collecting information, you’re creating workflows that empower you to take action.

Get started connecting Zoho Forms to your business-critical apps to get so much more from your forms.