By: Johan Lieu Back to Guides
Here's what you'll need to get started:
Getting your accounts ready
To connect your Zoho CRM account to Zapier, you must generate an auth token.
Note: SugarCRM requires at least a last name to create a lead. It's a good idea to also collect an email address, phone number, and other details.
Connecting your accounts
Click here to create Zoho CRM leads from Wufoo form submissions.
Choose your Wufoo account from the drop-down menu, or connect a new account.
Enter your Wufoo login email, password, and account name, and click Save + Continue.
Select which form to use to create leads on Zoho CRM using the Form drop-down.
Click Save + Continue.
Enter your Zoho CRM auth token, and click Save + Continue.
Match the fields you want from your Wufoo form to map to fields in Zoho CRM.
Click Finish to complete the Zap.
Now test the Zap to make sure it works. Once you're satisfied with the results, you're all set to collect Zoho CRM leads from your Wufoo form.
Note: If you ever want to change this Zoho CRM and Wufoo integration, just go to your Zapier dashboard and tweak anything you’d like.