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With the rapid advancements in technology and the increasing need for efficiency in every aspect of our lives, automation has become a key driver of productivity and success. In particular, businesses are constantly on the lookout for ways to automate their processes and streamline their operations. One popular tool that has emerged in recent years is Zoho Forms, a powerful online form builder that allows users to create, customize, and integrate forms seamlessly into their websites or applications. And when it comes to automation, there’s one platform that stands out – Zapier. Zapier enables users to connect Zoho Forms with hundreds of other apps, automating repetitive tasks and saving time and effort. In this article, we will explore six ways you can automate Zoho Forms with Zapier, making your business processes more efficient and your workload more manageable. So, if you’re ready to take your Zoho Forms experience to the next level, let’s dive in and discover the power of automation!
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.
New to Zapier? It’s an automation tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use this app, and many others, with Zapier.
Table of contents
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Track responses
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Create follow-up tasks
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Add to email marketing campaigns or your CRM
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Send follow-up messages
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Create calendar events
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Use webhooks with Zoho Forms
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
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.
Add new Zoho Forms submissions to Google Sheets as rows
Add new Zoho Forms entries to Microsoft Excel rows
Create multiple Google Sheets rows from new Zoho Forms entries
Add new Zoho Forms submissions to Airtable as records
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.
Add new Zoho Forms submissions to Airtable as records
Add new Zoho Forms submissions to Trello as cards
Add new Zoho Forms submissions to Asana as tasks
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.
Add or update Mailchimp subscribers from new Zoho Forms entries
Create Salesforce records from new PandaDoc documents
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.
Create Zoho CRM module entries from new Zoho Forms submissions.
Create Zoho CRM module entries from new Zoho Forms entries.
Create Salesforce records from new Zoho Forms entries
Add new Zoho Forms submissions to Pipedrive as deals
For even more control, add tags to your CRM contacts, so you know what leads to follow up on and why.
Add tags to Zoho CRM contacts for new Zoho Forms entries
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.
Send emails via Gmail for new Zoho Forms submissions
Send Slack channel messages for new form entries in Zoho Forms
Send email notifications for new Zoho Forms entries
Send Zoho Mail emails for new form entries in Zoho Forms
Send Twilio SMS messages for new Zoho Forms submissions
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.
Turn new Zoho Forms form entries into detailed Google Calendar events
You can also use a form to register attendees for a bigger event with this workflow:
Add new Zoho Forms entries to Google Calendar as attendees for events
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.
POST to webhooks with new Zoho Forms form entries
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.
Related reading:
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5 automation ideas to do more with Google Forms
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Turn a contact form into a business growth tool with these 3 workflows
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How to automate Zoho CRM
In conclusion, automating Zoho Forms with Zapier offers numerous benefits to businesses looking to streamline their workflow and enhance productivity. By automating repetitive tasks, businesses can save time and resources, allowing them to focus on more important aspects of their operations. Zapier provides a user-friendly interface that makes it easy to set up and manage Zoho Forms automations without any coding knowledge. The six ways discussed in this article – integrating with CRM systems, email marketing platforms, cloud storage services, task management tools, event management platforms, and SMS notifications – provide a wide range of automation possibilities to meet the unique needs of different businesses. Whether it’s automatically syncing form data with a CRM system, sending personalized email responses, or creating tasks for team members, Zapier provides a seamless solution to ensure workflow efficiency. By embracing Zoho Forms automation with Zapier, businesses can unlock the full potential of their online forms and maximize their productivity.
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