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



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