Zoho Forms is one of the leading form software solutions for lead generation and data collection. Since launching in 2015, we've been pioneers in offline data collection, offering a feature-loaded mobile app and customizable and responsive web forms. Many businesses also use Zoho Forms to collect data internally to log their issues, raise requests, and more.
In most cases, the data collected through forms has to go to another app. Usually, the data transfer either happens manually or involves duplication with copy-paste. If not, it requires a bulk of coding expertise to automate the data flow between your apps.
To simplify integration with apps of your choice and automate business workflows, Zoho Forms is integrating with Automate.io.
Automate.io is a tool that lets you connect multiple apps and automate tasks between them, saving you a lot of time and effort in the process. It transfers data from Forms to various apps and solves critical business workflows.
How it works
Automate.io’s platform triggers an action in another app when someone submits a form response. You must create bots with your apps to set up workflows – one app is a trigger, and based on the trigger, automate.io will perform an action in another app. This integration can be two-step involving two apps or multi-step involving many apps.
For example, when your employees collect data from clients on your site, our offline mobile app would be an effective data collection tool. You won't need to wait for them to return to your office and update the data in your CRM. When they are online, the data syncs to the Zoho cloud, and it triggers an action through automate.io. The collected data can be added to your Hubspot CRM, and tasks can be added to Todoist or appointments can be booked in Calendly through automate.io.
Configuring bots in automate.io is simple. To learn how, check out our step-by-step guide to integrating Zoho Forms and Automate.io here.
If you haven’t tried out automate.io for Zoho Forms yet, you can visit the link below to explore the app gallery.
While the possibilities of this integration platform are endless, we've listed a few examples that might help your team automate workflows across verticals efficiently:
If your business runs on one or many of these applications and you need an efficient forms app that simplifies data collection, Zoho Forms should be your go-to choice. With the Automate.io integration, there are numerous business workflows that can be automated for you.
Try them out and also let us know in the comments which apps you use and the workflows you’d like to solve with Zoho Forms-Automate.io integration.
If you have any queries or suggestions for us, you can always reach us at support@zohoforms.com.
Happy automating! ?
Thanks
Hello We have created a few forms that contain essential information for our projects. As zoho One customer we want to be able to create forms that should be part of our shared information and completion tasks in Zoho Projects. How can we do that