Pre-fill Zoho Form With Field From Zoho CRM Deal

Pre-fill Zoho Form With Field From Zoho CRM Deal

Hello,

We have a form that a Zoho Desk Agent fills out to request an action from another department. This form output is to send an email once the form is filled out.

This form has multiple fields that exist within a Zoho Deal.

1) How can we setup the form so that it has a lookup field, say the Deal Name and then when the right Deal is selected, all the CRM fields in the form are pre-populated. This would save a lot of duplicate entry.
2) If the we can do item 1 above, then can we save this form to the Deal? That way anyone who goes to the deal can then see the form since it will be linked or attached to the Deal.

Thank you.

      Zoho Developer Community








                                Zoho Desk Resources

                                • Desk Community Learning Series


                                • Digest


                                • Functions


                                • Meetups


                                • Kbase


                                • Resources


                                • Glossary


                                • Desk Marketplace


                                • MVP Corner


                                • Word of the Day



                                    Zoho Marketing Automation
                                            • Sticky Posts

                                            • Introducing Card Forms!

                                              Hello form builders, Zoho Forms is now introducing an elegant, free-flowing fluid design of Card forms that will give your forms a visually appealing look, while avoiding any visual clutter for users who are attempting to answer multiple questions at
                                            • Important update in Zoho Forms: Enhancements for improved email deliverability

                                              Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
                                            • Form language translation in Zoho Forms

                                              Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
                                            • Enhancing user experience with Audio/Video Upload in Zoho Forms

                                              Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent
                                            • Introducing Auto-Trash Submissions!

                                              Hello form builders! Are you tired of sifting through and deleting form submission data? Try out the latest addition to Zoho Forms: Auto-Trash Submissions. This new feature is designed to help you control and manage data collected through your forms.


                                            Manage your brands on social media



                                                  Zoho TeamInbox Resources

                                                    Zoho DataPrep Resources



                                                      Zoho CRM Plus Resources

                                                        Zoho Books Resources


                                                          Zoho Subscriptions Resources

                                                            Zoho Projects Resources


                                                              Zoho Sprints Resources


                                                                Qntrl Resources


                                                                  Zoho Creator Resources


                                                                    Zoho WorkDrive Resources



                                                                      Zoho Campaigns Resources

                                                                        Zoho CRM Resources

                                                                        • CRM Community Learning Series

                                                                          CRM Community Learning Series


                                                                        • Tips

                                                                          Tips

                                                                        • Functions

                                                                          Functions

                                                                        • Meetups

                                                                          Meetups

                                                                        • Kbase

                                                                          Kbase

                                                                        • Resources

                                                                          Resources

                                                                        • Digest

                                                                          Digest

                                                                        • CRM Marketplace

                                                                          CRM Marketplace

                                                                        • MVP Corner

                                                                          MVP Corner







                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now