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How to connect Softr and Zoho CRM
Create a New Scenario to Connect Softr and Zoho CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Softr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Softr or Zoho CRM will be your first step. To do this, click "Choose an app," find Softr or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Softr Node
Select the Softr node from the app selection panel on the right.
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Add the Zoho CRM Node
Next, click the plus (+) icon on the Softr node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
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Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Softr and Zoho CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Softr and Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Softr, Zoho CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Softr and Zoho CRM integration works as expected. Depending on your setup, data should flow between Softr and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Softr and Zoho CRM
Softr + Zoho CRM + Google Sheets: When a new form is submitted in Softr, a new lead is created in Zoho CRM. The submission data is then added to a Google Sheet for reporting purposes.
Zoho CRM + Softr + Slack: When a new lead is created or updated in Zoho CRM, a user account is automatically created in Softr and a notification is sent to a Slack channel.
Softr and Zoho CRM integration alternatives
About Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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See how Latenode works
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FAQ Softr and Zoho CRM
How can I connect my Softr account to Zoho CRM using Latenode?
To connect your Softr account to Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Softr and click on "Connect".
- Authenticate your Softr and Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zoho CRM leads from new Softr form submissions?
Yes, you can! Latenode's visual editor simplifies this, letting you map Softr data fields directly to Zoho CRM. No code needed to ensure fast, accurate lead capture.
What types of tasks can I perform by integrating Softr with Zoho CRM?
Integrating Softr with Zoho CRM allows you to perform various tasks, including:
- Automatically adding new Softr users as contacts in Zoho CRM.
- Updating Zoho CRM contact information based on Softr profile changes.
- Creating new Zoho CRM deals when specific actions occur in Softr.
- Triggering email sequences in Zoho CRM from Softr button clicks.
- Syncing Softr database records with corresponding Zoho CRM modules.
Can I use JavaScript code to customize Softr + Zoho CRM workflows?
Yes! Latenode allows you to add custom JavaScript for advanced data transformations or complex logic within your Softr and Zoho CRM workflows.
Are there any limitations to the Softr and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data syncing may be subject to API rate limits of Softr and Zoho CRM.
- Complex data transformations may require JavaScript knowledge.
- Attachments larger than 10MB may require optimization.
