Introduction to Zoho Flow Form Handling

Introduction to Zoho Flow Form Handling

Creating a Flow for handling a form from Zoho Forms can helps solve multiple problems.
  1. Zoho Forms has been creating duplicate and redundant records because it only allows a form to be associated with one module (i.e. Leads, Contacts, Companies, etc.). Therefore, it can only search, create, or update records in a single module. We need our forms to be smart enough to search Leads then Contacts before updating or making a new record. Flow allows us to do this.
    In Flow, when a form is submitted we can have it follow a logic path to make sure it searches both Leads and Contacts before creating a new record.
    In this case the logic path goes like this: First, it searches for existing Leads using the email address. If found it updates that Lead record with form data.
    If not found, it searches for a Contact. If found it updates that Contact with form data.
    If not found in either Leads or Contacts it creates and new Lead record with form data.
    This can only be done in Flow.
  2. We need to send an email back to the client with specific information, like for a marketing campaign that offers a free PDF. We put options on a form so clients to request specific information. This can only be done through the logic of Flow (or Deluge code).
  3. Flow gives us access to actions that can be performed in nearly all of the Zoho suite of apps. For example, creating, updating, converting records, sending email templates, adding notes, adding attachments, and creating new related module records in CRM. We can manipulate Forms, Bookings, Projects, Zoho Sign documents, People, Books, Desk, and more. Flow has a drag-and-drop interface and also lets us write functions to handle things the drag-and-drop tools can't do.
  4. In addition to manipulating Zoho apps, Flow can also interact with applications outside of the Zoho family, such as Slack, Mailchimp, Microsoft365 office apps (Excel, Word, etc), Square, Stripe (can setup recurring payments),  QuickBooks, Event Bright, Twilio, Gmail, Google Calendar, Google Contacts, Google Tasks, Google Drive, other Google apps, and more.
Here is an example of what a simple drag-and-drop Flow looks like.
Zoho Flow logic treeZoho Flow logic tree