Form Submissions: Auto-send to Excel and Auto-create Leads in Zoho CRM

Our team are using jotform for lead capture. Currently we want your support in setting up auto-sending form submissions to our excel tracker and auto create leads in Zoho CRM.

Can you please support us on this. It would be great if you guide us to setup this in an online meeting, If possible.

Hi agaramleads,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Let me help you with that:

1. Click on Settings in Form Builder, then select Integrations.
2. Search for Zoho CRM in the integrations list, then select it and follow the setup steps to connect your form.
3. Search for Zapier in Integrations if you want to send submissions to Microsoft Excel, then connect the Zapier integration and choose the Excel-related template.
4. Map your form fields to the Zoho CRM fields and the Excel tracker fields during setup so each submission is sent correctly.

If you want to book a demo or schedule a meeting with our team, please note that this is not available with our standard plans. However, the Jotform Enterprise plan offers a more personalized experience and dedicated support, including demo and scheduled Zoom calls. You can check out the Jotform Enterprise page for more information.

Give it a try and let us know how it goes.