In Zoho Forms, where can I access the record ID of a form once the form is submitted?
- Record ID is not available in webhook payloads
- It is not available to form fields, including in formulas
- It is not available as a parameter in a thankyou page redirect
Why is this one critical parameter missing?
I need to return this value somehow so that I can update a record in Zoho CRM.
Attaching a form to a record (eg. Deal) in CRM should be easy to do. It seems impossible!
I want each deal to have an attached form entry which can be re-edited.
Business Case
We have a complex form that a salesperson needs to complete for some Deals. They need to be able to go into the deal and click a link and edit this form. We want to use Zoho Forms for this.
Is there any way to do this?
- Zoho CRM is missing from the Zoho Flow integration
- The native Forms->CRM integration uses Deal Name (not a unique field!) to find a record in CRM and it will not allow form entry record ID to be used or accessed at all