Automatically fill a Deal field with a Zoho Form link
Hello Zoho Nation,
I want to fill a Deal field with a Zoho Form link automatically.
Here are the steps.
We have a Deals email template that contains a link to Zoho Forms.
When a new deal is created, the email is automatically sent to a technician on our team.
When the technician clicks the Zoho Forms link in the email, it takes them to a Zoho Form with fields in the form prepopulated with information from the Deal.
I want to populate a field in the Deal with the URL to the prepopulated Zoho Form. Can anyone help me?