Hi,
I am trying to create a document collection application using Zoho Forms and Zoho CRM. In Zoho CRM, a custom function would generate a list of document based on different criteria, and populate it inside a subform.
Then, I want the Zoho CRM subform to pre-populated a Zoho Forms subform, so that each request document appears with its name, status (received, approved, etc), and a file upload box. The issue that I have now is that it seems like you can't pre-populate a Zoho Forms subform based on Zoho CRM's input.
Can we have bidirectional integration between Zoho CRM and Zoho Forms' subform?
Thank you!