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
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
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.
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
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.