I have a question I hope to have answered. I am new to ZOHO, so if you could explain it, so I can follow any instructions. Thanks.
Scenario - Customer buys product A, the customer is directed to a ZOHO form, instantly after the payment of sale, to fill out additional information that is required. This data is entered into a ZOHO Form, and added to the customers account in ZOHO CRM.
- Same Customer returns a month later to the website, buys another product, again, they need to fill out the ZOHO form, this time the customer purchased a different product, so on the form they select product B. This data is sent to ZOHO forms. However, it creates a new customer in the CRM.
What I need is - Upon the second sale, this new data from the selected product B, needs to be added to the existing CRM customers account.
How can this be done?