Everest Forms Zoho CRM

Managing form inquiries in a separate system can leave site owners copying details by hand. Everest Forms Zoho CRM sends form submissions to a Zoho CRM account, so the information collected on a website can become CRM records. It suits WordPress sites that use Everest Forms to collect inquiries and want to manage the resulting leads and contacts in Zoho CRM.

The integration lets you map Everest Forms fields to corresponding fields and modules in Zoho CRM. You can also set conditions that control when data is sent, giving you a way to tailor the transfer to form inputs. Use it to capture records such as leads, contacts, and accounts from form submissions and keep the CRM updated as people submit forms.

Features

• Send form submissions: Automatically send Everest Forms submissions to Zoho CRM, so form data can be managed alongside your CRM records.
• Map form fields: Match Everest Forms fields with corresponding Zoho CRM fields to organize submitted information in the records you use.
• Support CRM modules: Send information from forms to Zoho CRM modules for records such as leads, contacts, and accounts.
• Set sending conditions: Define conditional rules based on form inputs or criteria to control when and how submission data goes to Zoho CRM.
• Transfer data by API: The integration uses API calls to transfer form data between Everest Forms and Zoho CRM.
• Keep CRM records current: Form submissions transfer data to Zoho CRM when submitted, helping keep CRM records updated with information collected on your site.

Best for

• WordPress sites collecting leads with Everest Forms
• Businesses managing contacts in Zoho CRM
• Teams routing form data to CRM records