The integration of Gravity Forms with Zoho CRM is the perfect solution for businesses who manage their sales and marketing data in one central location. Keep your data in sync while also improving your conversion rates and closing more deals. This integration will allow the users to sync their Gravity Forms form submissions to their Zoho CRM account. It will also be possible for them to manage these forms by viewing the data collected through the form submissions in one place. It is definitely needed as there are many businesses who use both Gravity Forms and Zoho CRMs for their sales and marketing data management.
Users can select the module & layout of the Zoho CRM from the integration settings where they need to push submission data including custom module.[Note :Users can select all the modules & layouts for the pro version.]
To synchronize with the Zoho CRM interface with Gravity form, mapping is a mandatory feature. Mapping all the Gravity Forms fields with the related Zoho CRM fields makes sure that all the form submission data will be shown perfectly on your CRM account. Apart from mapping all the necessary fields, users can send custom value to any Zoho CRM fields if they want.
Gravity Forms integration with Zoho CRM has 8 addition actions which helps user to control the data submission as well as to track their leads/Contacts more preciously on CRM account. The actions available are: