- First, you need to register in ApiX-Drive
- Choose what data to transfer from PlatoForms to Zoho CRM
- Turn on auto-update
- Now the data will be automatically transferred from PlatoForms to Zoho CRM
Integration PlatoForms + Zoho CRM
Create integration of PlatoForms and Zoho CRM yourself, without programmers
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Automation capabilities of
PlatoForms and Zoho CRM
Transmit data at specified intervals from PlatoForms to Zoho CRM.
- Get DATA
- Create QUOTE
- Create CONTACT
- Create LEAD
- Create DEAL
F.A.Q. on integration of PlatoForms and Zoho CRM
How is integration of PlatoForms and Zoho CRM carried out?
How long does the integration take?
How much does it cost to integrate PlatoForms with Zoho CRM?
How many integrations are available in Apix-Drive?
PlatoForms users can automatically generate web forms and also turn PDF files into online forms. The service is suitable for collecting data and sending automated notifications. It also makes it possible to send forms through different channels and conduct electronic document management. Thanks to the Master Form option here, you can create multiple PDF files using one form as a template. And the Invitation function helps automate the sending of invitations to fill out a form template. PlatoForms is used for contracts and agreements, registrations, surveys, reservations, HR forms, lead generation, etc. More
Zoho is a set of cloud-based software solutions and SaaS applications for business users. It includes solutions for organizing business processes, increasing productivity, setting up collaboration, etc. Users can leverage Zoho CRM to manage customer interactions, an email program, a document editor, a project management service, and a host of other applications. All programs and applications that are available on the Zoho trading platform can be used in a complex, integration of third-party services is also possible. More
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