Zoho Forms → Zoho CRM

A lead capture pipeline that maps form submissions (including attachments) into Zoho CRM and automatically assigns ownership so follow-up starts immediately.

Zoho FormsZoho CRMField MappingWorkflow RulesLead Routing

Summary

Problem

Form submissions were difficult to standardize, and routing the lead (plus its attachments) required manual steps.

Solution

Structured Zoho Form + CRM field mapping + attachment mapping, with workflow rules to assign ownership automatically.

Result

Clean lead records on creation, fewer handoffs, and faster follow-up because the owner is assigned at submission time.

Business impact

This workflow turns form submissions into CRM-ready leads with the right owner and the right documents attached—so sales doesn’t lose time reconstructing context or chasing missing information.

Fewer dropped leads

Ownership is assigned immediately, preventing “unowned” submissions from sitting in a queue and reducing the risk of missed follow-up.

Faster qualification

Standardized intake fields make new leads immediately usable—sales can qualify quickly without back-and-forth to collect basics.

Context preserved

Attachments travel with the lead record, reducing reliance on email threads and ensuring supporting documents are always accessible.

Gallery

Screenshots and artifacts from the build (sanitized where needed).

1) Define the minimum viable intake

Ensured the form captures only the fields needed for routing and follow-up, so teams get complete information without noise.

2) Map the data to the right CRM fields

Built field mappings so downstream reporting, segmentation, and workflows operate on clean, predictable CRM data.

3) Preserve attachments

Configured attachment mapping so files submitted with the form follow the lead into CRM and don’t get lost in email threads.

4) Automate ownership and status

Implemented workflow rules that assign the correct lead owner based on form source/selection fields and set a consistent starting status.