Tip #4: Add related lists to Zoho CRM records using form responses

Tip #4: Add related lists to Zoho CRM records using form responses

How to add a related list to new or existing CRM records using forms?

Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list.  



You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this:
  • Adding a related list when new records are created in CRM from form entries
  • Adding a related list to existing CRM records
1. To add a related list when a new record is created from a form entry

How it works
You can set up an integration to add every form submission that creates a new CRM record created to the integrated module. You can also set up an integration to add a some of the form entries to a specific related list.

How to configure
Once you finish the Zoho CRM integration setup to automatically add the form entries as new records inside Zoho CRM, click the Related List option and choose the following details: 
  1. The Module the record should be added to.
  2. The Related List dropdown (event, call, notes, or tasks) to define the type of information you are adding.
  3. The Layout (standard or custom module).
  4. Map the Zoho CRM fields whose values will be populated with the form's entries.




2. How to add a related list to an existing Zoho CRM records


How it works
Since you want to add a related list to the existing records, the record the related list needs to be added to will be identified, and then the related list will be created when the filled in form is submitted. This is done with the help of the Zoho CRM field. Learn more.

How to configure
When you have finished creating your form, add the Zoho CRM field. In the setup, choose the field which will be used to identify the record (e.g., Last Name). Then, create an integration with Zoho CRM by selecting the Related List option and choosing the following details:
  1. The Module the record should be added to.
  2. The Related List dropdown (event, call, notes, or tasks) to define the type of information you are adding.
  3. The Layout (standard or custom module).
  4. Map the Zoho CRM fields whose values will be populated with the form's entries.
  5. Now, when the form is shared, the CRM record is identified by accessing the Zoho CRM field with the unique ID (e.g., Last Name). The form fields are now filled in and submitted. A related list consisting of the submitted form entries will appear automatically in your CRM module.



This can be a great time-saver—but that's not all! For more discussion on the different workflows in Zoho Forms that can help you work more efficiently with Zoho CRM, check out our upcoming series.


Best, 
Prasana.




    • Sticky Posts

    • Tip #10: Automatically add tags to Zoho CRM records using form responses

      You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a

    • Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms

      When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?"  You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads.  Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out

    • ZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond

      Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering the

    • Tip #9: Modify deal properties in Zoho CRM using form responses

      How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho

    • Tip #2: Prefill forms automatically with existing Zoho CRM data

      How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM

    • Recent Topics

    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

    • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

      Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5

    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

    • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

      I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

    • Quotes Module - import data

      Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

    • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

      🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

    • Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

      As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

    • Resource booking functionality questions

      I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?

    • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

      Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.

    • Modify the way a phone number is shown in footer on ZOHO Booking Page

      The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how

    • Zoho Bookings Multilingual ?

      Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Problem viewing document imported from google drive.

      Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

    • Two way sync Zoho Mail and Bookings

      Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

    • Modifying iframe data of Zoho booking iframe

      Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

    • Sending my emails to Spam Folder

      I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them

    • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

      I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.

    • Re: constant rejected email form and to my account

      Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you see

    • How do I redeem credits?

      How do I redeem credits that are shown in billing section?

    • Cannot add IMAP account to "new" Outlook

      Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS number

    • JunkMail rejected

      Hello, we are facing problems sending mails. The IP has been blacklisted. Please, fix it as soon as possible. JunkMail rejected - sender4-op-o12.zoho.com [136.143.188.12]:17291 is in an RBL on rbl.websitewelcome.com, see Blocked - see http://www.spa

    • Update Zoho Flow on Sprint Work Item Status Change

      Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding

    • Create Dashboard using data/tables from different workspaces

      Is it possible do create a Dashboard using different tables that are part of different Workspaces? 

    • Este domínio já está associado a esta conta

      quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso?

    • Storage addon failed to upgrade

      Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate

    • no puedo recibir correos

      Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor

    • Default reminders on Emails

      I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requires

    • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

      LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON

    • Send email is not authenticated

      Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".

    • Using Queries with dynamic parameters in Kiosk Studio

      Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

    • Workflow Based on Manual Journal

      Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

    • Zoho sheets to crm and mapping

      i want to know more about mapping the contacts that i upload from the spreadsheet also couldnt able to understand flow

    • Condition-based data sharing rules are now available in CRM

      Dear All,   We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement.   Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRM

    • Automatic Portal invite

      We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

    • Is it possible to trigger the review process when a record is edited?

      Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

    • 【Zoho CRM】ウィザード機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からウィザード機能のアップデート をご紹介します。 今回のアップデートにより、ウィザードの「条件処理ルール」機能が改良され、以前の入力画面の項目を基に条件を設定できるようになりました。 これまでは条件設定が1つの画面内に限られていたため、画面間で情報を関連付ける際に、余分な項目を作成する必要がありました。 今回のアップデートにより、前の画面の情報を利用して次の画面に条件を適用できるため、設定がより効率的になります。

    • Partner with HDFC And Sbi Bank.

      Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

    • Send a formatted CV to multiple contacts at multiple clients - and have it associate with both candidate client

      I would like to send a formatted CV of a candidate to multiple contacts at multiple clients and have it kept on the record of all three; client, contact and candidate. I understand how to send an email to multiple contacts at multiple clients - and indeed I am able to attach the CV of a candidate through 'browse'. Obviously this does not associate it with the candidate though, only the contact it is sent to. Is there any way to do this? Thanks in advance.

    • Set organization level access to Knowledge Base and manage duplicate article permalinks (with date appended to them)

      Hello everyone, We have introduced two important updates in the Knowledge Base module: Permissions - A new permission called "Admin access" has been introduced under module permission. Permalink alert - Users will be alerted when an article with the same

    • Chanel Partner

      Any Zoho channel partner or dubai based company who will help us for getting zoho services including the training for our staff

    • Next Page