Integrate Zoho Forms with Mercately

Send information between Zoho Forms and Mercately automatically, without writing any code, using Zoho Flow.

Build your own integrations between Zoho Forms and Mercately

Connect Zoho Forms and Mercately with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Forms and Mercately using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a new form entry is submitted

Form entry denied

Triggers when a form entry is denied

Form entry updated

Triggers when an existing form entry is updated by the user

Form entry approved

Triggers when a form entry is approved

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create deal

Creates a new deal

Update customer

Updates the details of an existing customer

Update deal

Updates the details of an existing deal

Fetch deal by ID

Fetches the details of an existing deal using ID

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch customer using search parameter

Fetches the details of an existing customer using search parameter

What is Zoho Forms?

Zoho Forms is a form builder that lets you create, share, and collect data, automate notifications, assign tasks, and manage follow-ups for your business.

Forms Zoho

What is Mercately?

Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.

Ramakrishna Karolla

Founder and CEO, Nexivo

Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, Relay Inc.

We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.

Mattias Johansson

CEO, Relay Inc.

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