How to Create a Task in Zoho CRM through Zoho Forms

Andrew Simpson
September 2, 2021
Zoho CRM allows you create tasks attached to Contacts. In this video you'll learn how to create Tasks in your CRM when someone fills out a Zoho Form.

The video is about connecting a Zoho Form to Zoho CRM so that when someone submits a form, the information is saved in Zoho CRM as a new lead or contact and a task is created for follow-up. The video explains the process of setting up a webhook in Zoho Form, writing Deluge code to extract the information from the webhook, and creating a new lead, contact, or task in Zoho CRM.

Zoho CRM allows users to swiftly manage and assign tasks to records in the system. This helps users to actively keep track of customer interactions and be on top of their customer outreach. Zoho also offers an easily configurable task management system within the CRM, helping users configure triggers and automate tasks as per their requirements. Zoho also enables its users to sync their Zoho tasks with Google Calendar, making it easier to track customer activities and relations. With Zoho's easy-to-use task management feature, customers are able to create individual records for tasks across different modules such as accounts, contacts, deals or projects. Users can even add notes or reminders when creating a task and set up custom reminders for any specific events related to a particular customer record.

Keeping track of your tasks in Zoho CRM is important for the success of your business and its growth. By tracking tasks in Zoho CRM, you can easily review past projects and find out what worked and what didn’t. This will help you identify areas of improvement and make necessary changes, enabling you to better focus on growing your business. Additionally, Zoho CRM can also help you by providing data-driven insights that can help you make more informed decisions about your business. With Zoho CRM, you can easily organize tasks and track your progress, making it easier to stay on top of your tasks and grow your business.

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