Adding Contacts & Campaign Subscribers through Gravity Forms

Adding Contacts & Campaign Subscribers through Gravity Forms

Alrighty,

So, I'm new to Zoho and am on Zoho One. I have Zoho Campaigns pulling from the Contacts Module based on a filtered list (if the Contact has "newsletter subscriber" checked). I have no idea if this is the best practice, but the Zoho onboarding team has been completely unresponsive to me via email and phone, despite paying for premium support. ANYWAY, I have to move forward. So, I use Gravity Forms on my website which integrates nicely with Zoho. However, I've noticed some possible issues and I'm not sure if how to handle them.
  1. It doesn't seem that you can map the business name to the Contacts Module. So, on my contact form, i ask for Business Name and when I push that data from GF to Zoho, there's no way to push Business Name (Account) for that Contact directly. As a temporary workaround, I created a "Temp Business Name" text field and then have a Zoho Flow get called whenever that field is updated to then create/update the Account, associate the contact, and then clear that field.

  2. It seems as though I can't map lookups in general, for example, I have "Time Zones" as a Lookup mainly because I didn't want to have inconsistencies. However, it looks like that may have been a bad choice. Again, would have been nice to get that "Zoho Premium Onboarding" I was promised to make sure I'm doing things right, but oh well. Since Zoho doesn't support global lists, should I implement something similar to what I did in #1? Just curious in general how to handle this type of scenario.
Hopefully support on the forums is more reliable that email or phone support.

Thanks,
AJ

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • How to Add Users to your Organization in ZohoMail?

                                                A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now