Importing subform data from Zoho CRM into Zoho Forms
Zoho Forms has the ability to map subform data into a subform in the CRM upon submission via the integration feature, but there is no way to import that data using the CRM lookup tool to populate the form in the first place. Subform fields do not show.
Is this something in the works? I love the feature, but I'm left trying to come up with a workaround until this feature gap closes the loop. it only works on half of the integration from what I can tell. Thanks for your assistance. Love the Forms app for quick solutions that are fairly dynamic. Would prefer not to have to rebuild this is Creator if not necessary.
The application is we use a subform for more robust contact information. We need:
- Contact Name
- If they are the Main Point of Contact
- Cell Phone
- Permission to text
- Landline
- Work Phone
- Email 1
- Email 2
The technicians in the field are responsible for keeping this information updated, but it cannot be imported for them to update with the client while on site currently. Thanks.
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