Freshworks CRM (Freshsales Suite) + Zoho Forms Integration

Integrate Freshworks CRM (Freshsales Suite) to Zoho Forms in one click, or tell Integrately AI how you want each submission handled. Capture lead details, create contacts, update accounts, and log deals automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Zoho Forms
    Form is sumbitted in Zoho Forms Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + Zoho Forms Integration

Capture submissions, create contacts, update accounts, and log deals, all in just one click.

Most popular automationsmost-popular-automations
Zoho Forms + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Zoho Forms form submission

When someone completes your Zoho Forms, a new contact is automatically created in your Freshworks CRM (Freshsales Suite). This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Zoho Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Zoho Forms - Freshworks CRM (Freshsales Suite) integration set up makes it easy to manage your customer relationships and grow your business.
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Zoho Forms + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Zoho Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Freshworks CRM (Freshsales Suite) tasks for new Zoho Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Freshworks CRM (Freshsales Suite) task for new Zoho Forms form submission received today - your customers will thank you for it!
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Zoho Forms + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Zoho Forms form submission

Integrating your Freshworks CRM (Freshsales Suite) with your Zoho Forms, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Zoho Forms - Freshworks CRM (Freshsales Suite) integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Zoho Forms flow

Route submissions to your spreadsheets, schedule follow-ups, and notify your sales channel. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Zoho Forms
+
Google SheetsGoogle Sheets (3)
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CalendlyCalendly (2)
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MailchimpMailchimp (2)
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SlackSlack (2)
+
StripeStripe (2)
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ZoomZoom (2)
Z
G
F
Add every Zoho Forms submission to Google Sheets, and create a contact in Freshworks CRM (Freshsales Suite).
Every Zoho Forms entry appears in your Google Sheets spreadsheet and creates a contact in Freshworks CRM (Freshsales Suite) instantly, eliminating manual data entry.
Z
G
F
When a Zoho Forms submission arrives, update the matching row in Google Sheets and create a deal in Freshworks CRM (Freshsales Suite).
Keep your tracking spreadsheets current and log new deals in Freshworks CRM (Freshsales Suite) the moment a form is submitted.
Z
C
G
F
Use ChatGPT to analyse every Zoho Forms submission, log the summary in Google Sheets, and create a contact in Freshworks CRM (Freshsales Suite).
AI analyses incoming form entries, writes a clean summary into Google Sheets, and creates a qualified contact in Freshworks CRM (Freshsales Suite).

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Zoho Forms

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Zoho Forms
Zoho Forms Triggers & Actions
Instant
Form is sumbitted in Zoho Forms
Triggers the automation when a form is filled
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No action is available

What can you automate with Freshworks CRM (Freshsales Suite) + Zoho Forms?

Streamline lead capture, eliminate manual data entry, and keep your sales pipeline synchronized across platforms.

What you can automate?
🚀
Create CRM contacts from every form submission
Automatically generate a new contact in Freshworks CRM (Freshsales Suite) the moment a user submits a form in Zoho Forms. Eliminate manual data transfer and ensure every lead is captured instantly.
📋
Capture every submitted field and custom question
Map detailed form responses into corresponding CRM contact fields rather than just names and emails. Your sales records capture the full context of what the customer requested.
🔔
Notify your sales team of new submissions
Send instant alerts to your team channels whenever a high-value prospect completes an intake form. Enable fast response times and improve engagement rates.
🔀
Route leads based on submitted criteria
Apply conditional logic to direct enterprise inquiries to senior account executives while standard submissions route to automated sequences. Tailor your follow-up based on form selections.
🔄
Keep CRM records updated as details change
Ensure existing contact records stay current by updating phone numbers, company details, and preferences whenever returning users submit new forms.
👥
Search and update existing contacts without duplicates
Check whether a contact already exists before creating a new record in your CRM. Keep your database clean and avoid cluttering your pipeline with duplicate entries.
💼
Log new deals and opportunities automatically
Create a deal in Freshworks CRM (Freshsales Suite) whenever a form submission includes commercial intent or budget confirmation. Keep your sales pipeline active without manual entry.
📊
Sync form responses with Google Sheets records
Extend your form workflow by logging every submission into a Google Sheets spreadsheet alongside your CRM contact creation. Maintain accessible backups for reporting teams.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Zoho Forms integration for?

Teams capturing online submissions and managing pipeline records benefit from automated contact creation and deal tracking.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
Operations leads
Operations leads
Account executives
Account executives
Data administrators
Data administrators
📈
Performance marketers
You're running acquisition campaigns pointing to web intake forms, but your CRM pipeline reports only update when someone manually exports submissions, so the conversion numbers you're reviewing are always hours behind — with this integration, every new submission lands in your CRM instantly and your pipeline stays current.
Sales development reps
You need to reach out to inbound prospects within minutes of form completion, but notifications get buried in crowded inboxes and leads wait too long for a reply — automating both apps means every form entry creates a contact immediately so you can engage prospects while their interest is highest.
🤝
Client success managers
You report on onboarding form completions and client intake metrics for stakeholder reviews, but missing entries force you to reconcile records by hand before every meeting — connecting these apps means every submission populates your tracking records automatically without manual audits.
📊
Operations leads
The volume of inbound form entries is too high for your team to keep up with manual data entry, leading to frequent typos and missed follow-up tasks — with this integration, every submission maps cleanly into your CRM records without human error slowing down your workflow.
🎯
Account executives
You own the demo stage and depend on marketing teams to hand over complete lead details from intake forms before your calls, but missing fields delay your research — automating both apps means every submission arrives with complete contact and deal context already filled in.
📁
Data administrators
You need a reliable customer history in your database, but manual copy-pasting between form builders and CRM tools leaves frustrating gaps in your audit logs — automating this process means every customer interaction is recorded accurately and consistently from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Zoho Forms

Build and manage your Freshworks CRM (Freshsales Suite) + Zoho Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Zoho Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Zoho Forms?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Zoho Forms instantly using 1-click automations on Integrately or by asking Integrately AI to build the workflow. Select a ready template to link your accounts alongside tools like Google Sheets, Slack, and Calendly in minutes.
Can I automatically create CRM contacts when a Zoho Forms submission occurs?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Zoho Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Zoho Forms?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle data received from Zoho Forms?
Frequently Asked Questions
Can I filter Zoho Forms submissions before sending them to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Zoho Forms?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Zoho Forms integration free?
Frequently Asked Questions
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You Can Also Connect Freshworks CRM (Freshsales Suite) or Zoho Forms With 1500+ Other Apps

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