If you use Workflows in your Zoho CRM, you can trigger those automatically when creating a new entry using Ninja Forms‘ Zoho CRM extension.
- Start from the Ninja Forms menu in your WordPress dashboard and edit the form you wish to use.
- In your field mapping options, set a value of ‘true’ (no quote marks) and map this to the Trigger Workflows field map.
Now, when the form creates a new entry (Lead, Contact, Account, etc.), the plugin will automatically trigger any workflows associated with the creation of these.