Trying to understand how best integrate Zoho forms with the CRM. We want a system where our users input information on a specific Zoho form that is then associated with a CRM Account. So that information is consistent. I wonder if there is a way to link a form to a specific account so that the Form information is displayed or visible on the specfic CRM accounty entry. Basically, we want one location where our users can share and access information specific to one Account.
Any help would be appreciated.