Creating Contacts from Subform

Creating Contacts from Subform

We publish a curriculum for special educators and have recently released a digital platform where school districts can subscribe. We are using Zoho Forms to gather subscription information. It's working great except for one major issue. We need the form information to integrate with the ACCOUNTS module (which is the school district) in our case AND we need the subform information to integrate with the CONTACTS module. We have two subforms: one to gather the names and email addresses of the elementary level teachers, and one to gather the names and emails of the secondary teachers. This is how we bill the district and monitor who is eligible to access the digital platform. 

Currently, we have the form integrating with the ACCOUNTS module. That part is working great. It pulls all the info over as it should and even pulls the subform info into the Account and lists all the teacher info. 

The problem is that we need the teachers to be added as CONTACTS so we can email them and have them in our database. It's not helpful to only have them listed on the account. It seems like there should be a simple way to push that info over.  Right now we are having to enter teachers manually which is quickly proving not to be a sustainable model. Even when transferring data to an Excel doc and uploading. I would appreciate any help or tips on how to better automate this process! Thank you! 

    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

                                              • Take control with geofencing: Manage form access based on location

                                                Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to
                                              • Introducing Card Forms!

                                                Hello form builders, Zoho Forms is now introducing an elegant, free-flowing fluid design of Card forms that will give your forms a visually appealing look, while avoiding any visual clutter for users who are attempting to answer multiple questions at
                                              • Important update in Zoho Forms: Enhancements for improved email deliverability

                                                Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
                                              • Form language translation in Zoho Forms

                                                Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
                                              • Enhancing user experience with Audio/Video Upload in Zoho Forms

                                                Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent


                                              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