How to integrate Zoho Forms with Zoho CRM on Standard Plan
Hello Zoho Support Team,
I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM.
Specifically, I want to:
- Map some fields from Zoho CRM (like Deal ID, Name, Email, Phone, Pickup/Delivery Address) to the form.
- Allow my dispatcher to open the form with these fields already populated for review before sending it to the customer.
With my current plan, I do not see options like “Prefill by CRM Record” or the ability to create custom buttons/functions in CRM.
Could you please advise if there is a way to achieve this integration and autoprefill functionality using my current Standard plan?
Thank you very much for your guidance.
Best regards,
John Chacon
EZMuvers LLC