Pulling CRM Module Data into Zoho Form Text Fields
Hello,
I’m wondering if it’s possible to pull data from a CRM module directly into the static text of a Zoho form. Specifically, I’m creating a lead form for a sales rep and would like to pre-populate the sales rep’s name on the form automatically. I know I can manually enter the rep’s name in a description box, but I’m aiming to streamline this process.
From what I can tell, simply typing “#” or trying to pull in a field from a custom module within Zoho CRM doesn’t work. Is there an alternative way to achieve this dynamic pre-population of static text fields?
Thanks very much for your help!
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