Hi everyone,

Today, we'll look at how to integrate your Zoho Creator application with Zoho CRM. As you might already know, we offer pre-built integrations that you can use to integrate with most of our Zoho products and other third-party services. So that, you don't have to spend a lot of time writing code to integrate them. Also, you always have the option to use REST API to connect all your favorite apps, if you don't find a pre-built integration defined for it.

Understanding the Integration field:

The integration field enables you to lookup data that is stored in an external service. This field is available both in our form-builder and workflow builder. All you need to do is drag and drop this field, select the required module, and fetch the data you need. In this way, you will be able to establish a relation between a record in your form (that's in your Zoho Creator app) with a record in the selected module of the external service.

Currently, we offer pre-built integration for the following services:

• Zoho CRM
  

• Zoho Recruit
  

• Salesforce
  

• Quickbooks
  

• Zoho Desk
  

• Zoho Books
  

• Zoho Subscriptions
  

• Clicktell
  

• Twilio
  

• Screen Magic
  

• ClockWorkSMS
  

Integrating with Zoho CRM:

Once you have established a relationship between Zoho Creator and Zoho CRM, you can perform the following tasks:

1. Add data to a CRM module 
   

2. Fetch data from a CRM module
   

3. Update Data to a CRM module
   

4. Search CRM module and use data in Zoho Creator 
   

 

Let's look at each of them in detail.

1. Add data to a CRM module:

Overview:

 

Using the integration task, you can perform various automatic actions in Zoho CRM without any manual effort. And, one of those actions is to automatically Add data to a Zoho CRM Module. That's right. You can add a record in Zoho Creator form(by submitting the form) and have it simultaneously added in Zoho CRM without re-entering data for the second time in CRM. You can achieve this by using zoho.crm.create() task in Zoho Creator.

Syntax:

1. <variable>=zoho.crm.create(<module_name>,<field_values>,[<duplicate_check>]);
   

Use Case:

Let's say you have a few product-related ebooks on your website and whenever a new customer fills the sign-up form to download the ebook, you want to capture the customer details in the Zoho CRM’s "Leads" module.  

Let's assume the sign-up form has the following fields:

1. Name (Single Line field type)
   

2. Phone (Single Line field type)
   

3. Email Address (Email field type)
   

To create this record simultaneously in the Lead module of Zoho CRM, you need to execute zoho.crm.create() task in the "On Success" actions block of the Zoho Creator form. Thus, whenever the customer fills up the sign-up form and submits the form, it creates a record in Zoho CRM with the related details.

You can achieve by using the following script:

1. leadinfo = { "Last Name" : input.Name, "Phone" : input.Phone, "Email" : input.Email_Address,
   
2. "Country" : input.Country };
   
3. response = zoho.crm.create("Leads", leadinfo); 
   

For more details on this task please click here.

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2. Fetch data from a CRM module:

Let's assume the Customer Details form has the following fields:

• Customer Name (Dropdown field type)
  

• Phone (Single line field type)
  

• Email Address (Email field type)
  

1.  contactslist=zoho.crm.getRecords("Contacts");
   
2. for each ContactRecord in contactslist 
   
3. {
   
4.   countrylist=list();
   
5. if(ContactRecord.get("Mailing Country")== "India")
   
6. {
   
7. //info ContactRecord.get("Last Name");
   
8. Customer_Name:ui.add(ContactRecord.get("Last Name"))
   
9. }
   
10. }
    

1. <response> =zoho.crm.updateRecord(<module_name>, <record_ID>, <New values as map object>);
   

1. leadinfo = {"Phone":input.Contact_Number}; 
   
2. response = zoho.crm.updateRecord("Leads",input.Customer_Name,leadinfo);