Zoho CRM
Connect Gravity Forms to Zoho CRM to automatically create or update contacts, capture leads, and send file uploads from form submissions.
What it does
Manually copying form data into your CRM takes time and leads to mistakes. This add-on sends each Gravity Forms submission straight to Zoho CRM so contacts and leads appear there without any extra steps from you.
When someone submits a form, the add-on can create a new Zoho contact or update an existing one with the latest data. It can also generate a sales lead, set its rating and status, and even create a follow-up task linked to that record. You map your form fields to the right Zoho fields, including custom ones, and assign an owner and lead source automatically.
It suits sales teams, marketers, and businesses that use Zoho CRM to manage their pipeline and want form submissions to feed into it directly. Conditional logic means you only send data to Zoho when the submission meets the criteria you set.
Key features
- Create new Zoho CRM contacts from form submissions or update existing ones
- Map form fields to Zoho contact fields, including custom fields
- Assign a contact owner and lead source automatically
- Generate sales leads with rating, status, and owner set per submission
- Create a task linked to a contact or lead, with subject, due date, and owner
- Send uploaded file attachments to Zoho alongside the contact record
- Use conditional logic to control when data is sent to Zoho
Good for
Written from Gravity Forms’s own listing. Version and dates come straight from the source and are checked weekly.
Can the add-on update existing Zoho contacts instead of always creating new ones?
Yes. It detects existing contacts and updates them with the latest form data, keeping your CRM clean.
Can I control which submissions get sent to Zoho?
Yes. The add-on supports Gravity Forms conditional logic, so data is only sent when specific conditions you define are met.
Can I send uploaded files to Zoho CRM?
Yes. File uploads from your form are sent to Zoho as attachments alongside the contact record.
Which Gravity Forms licenses include this add-on?
It is included with Pro, Elite, and Nonprofit licenses.