• Home
  • Plugins
    • BSK PDF Manager
    • BSK Forms Blacklist
    • Gravity Forms Custom Validation
    • Contact Form 7 to Zoho
    • Contact Form 7 Blacklist
  • Documentations
    • BSK PDF Manager
    • BSK Forms Blacklist
    • Gravity Forms Custom Validation
    • Contact Form 7 to Zoho
    • Contact Form 7 Blacklist
  • Blog
  • Contact Us
  • Your Account
    • Purchase History
    • Checkout

Create workflow in Zoho CRM and enable it work

Zoho CRM support workflow to do some automating when a record created or edited. Here we create a workflow to send notification to creator when post data from Contact Form 7 ( CF7 ) to Zoho. It also need do setting to your feed for Contact Form 7 to Zoho.

Create workflow in Zoho

1. Click step icon

2. Click APIs link in "DEVELOPER SPACE"

3. Click Automation --> Workflow Rules to create new rule

On the creating rule screen, choose the module which you'd like to apply rule to and enter rule name.

4. Choose when will the rule ( automation ) executed. Here set to make it work when a record created

For condition here set to apply all. This means a notification will be send out when any Lead record created.

For this rule we will send mail out so select "Email Notification" to insert Action.

5. Choose email recipients and template for the "Email Notification" which we are creating

for recipients we add "creator" as the recipient

for template we choose one, if no template there then you need to "Create Template" first.

6. don't forget to save the automation

Now you'll see there's a new rule added.

Do setting in Contact Form 7 to Zoho feed

To trigger workflow which applied to the lead mode you need check the option of "Enable Automating Workflow" in feed.

That's all, now when a visitor submit the form and Contact Form 7 to Zoho will insert a new record in your Zoho CRM lead module and trigger the workflow you added.

The below is a screenshot of the notification from Zoho.

Purchase Contact Form 7 to Zoho Pro

Settings

  • How to install free version
  • How to install Pro version
  • How to upgrade to Pro version

Settings

  • How to connect to Zoho API 2.0
  • Enable Zoho modules and synchronize data

Create feeds & insert record to Zoho

  • Create feeds to Contact Form 7 forms for mapping and posting to Zoho
  • Do mapping between form fields and Zoho fields
  • Submit form to insert record in Zoho and debug feed
  • Upload attachments to your Zoho record
  • Create workflow in Zoho CRM and enable it work

Populate form fields options

  • Populate form fields from ZOHO field options
  • Licensing
  • Refund Policy
  • Affiliate Area

 

Copyright © 2021 BannerSky

BannerSky