Send Zoho Forms Link using Zoho CRM Email Templates

Send Zoho Forms Link using Zoho CRM Email Templates

I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms.

The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links.

So when I send an email using that template via the deals module related list everything works fine but when I schedule an email to be sent using the template, the email does go out but when you click the button in the email, the pre-filled values from the Zoho Form are gone.

      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

                                          • Free Webinar - Digital signatures for digital contract management with Zoho CRM

                                            Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
                                          • New User Interface for your Email integration in Zoho CRM

                                            Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,
                                          • Fetching leads from Zoho CRM into Zoho Creator, automatically

                                            I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically


                                          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