Hello everyone,
I need to correct an existing integration between Zoho CRM and Zoho Forms: the use case is that a user needs to send an email to a contact, who will click on a button in this email, redirecting to a Zoho Forms. The contact can update or add some information about his account.
The identification of the accounts and contacts is currently based on the e-mail for the contacts, and on the account name for the account. However, the e-mails cannot be used as identifiers, due to business logic and reasons. We cannot change the fact that several contacts or accounts can have the same e-mail as an identifier. So today, a contact can fill in the form of another contact, and do an upsert on data which don't belong to him. There is no other field that can be used as a unique identifier.
In order to have 2 unique identifiers for the accounts and contacts, I created 2 custom id fields in Zoho CRM and in Zoho Forms, and I mapped them. The 2 custom id fields in zoho crm allow duplicates.
In Zoho CRM, the 2 custom fields display the id of the contact and of the account. They are String types. The id of the account and of the contact are displayed using the Deluge code uploaded in the attachements.
I have 2 corresponding workflows if an account or a contact is created or updated. There is a workflow for the accounts and a workflow for the contacts. There is a checkbox on the account and a checkbox on the contact, to create an update for the accounts and contacts that are already created. There are 2 workflows for these checkboxes to display the id of the account or contact when the checkbox is ticked (for the updates).
The workflows and the checkboxes will be removed after the update is done and the id of contacts / accounts is displayed.
In Zoho Forms, the 2 custom ids of the contact and the account in Zoho CRM are mapped with 2 hidden fields for the id of the contact and the id of the account.
Since I cannot add more than one CRM field in the integration, I added one mapped account field in "Mettre à jour un enregistrement " (update a record) tab, on the account module. Then, in the related list tab, on the account module, I clicked on Contact in the picklist, then I mapped the custom Zoho CRM field for id contact and the Forms field for Id contact. I clicked on "do an upsert on a record". I could not change the preselection which is on the email, and clicked on finish.
The required fields Zoho CRM field, Id zoho crm custom contact field and id zoho custom
account field, are not filled. There are 3 other mandatory fields remaining empty.
I get the following error messages:
- Update Record - Failed to push as the required 'Zoho CRM' field was empty.
- Related List - Failed to push as the required 'Zoho CRM' field was empty.