CRM and Forms integration, using lookup fields on subforms
Hello!
Here we go! On Zoho CRM I have 2 modules: Trailers and Forms. My trailers are identified with a field called "Trailer Number".
The Forms module has 2 subforms, both connected to Zoho forms, where:
1st, my customers can drop up to 4 rows of contact information.
And 2nd, my customers can add up to 10 Trailer Numbers that will have the same contact information.
This is a typical one-to-many relationship (1 record on the forms module connected to many records on the trailers module). My problem is that there is no integration for lookup fields inside a subform between Zoho CRM and Zoho Forms, so there is no standard procedure to link the data (or is it? If someone knows, please let me know!)
The only way I see this working is:
- Deleting the subform for the trailer numbers, adding the max number of lookup fields that I can (only 5), and making rules to show and hide fields depending on what the customer says he is going to add, which honestly is just a workaround.
- or adding a multi-select lookup field on the forms module, connect it to the trailers module, and when the record gets created, get the information from the trailer numbers subform, and add it to the new multi-select lookup field. The thing with this option is that I don't know how to grab that information from the subform and then add it to a multi-select lookup field.
Is it possible? What other solutions would you think?
Thank you!
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