Tip #3: Update Zoho CRM records using form responses
How to update the existing records in Zoho CRM with form responses?
The Zoho Forms and Zoho CRM integration doesn't stop with creating a new record (you can check out our previous article on the topic here ). Existing CRM records can be modified and updated to a newer value, too. This can be useful when you want to modify records without manually searching and entering.
How it works?
This works by identifying the specific CRM record in the form so that its existing fields can be prefilled into the form fields ( how prefilling works ). Now, based on your needs, you can rewrite these form fields and save the form to update the record automatically.
How to configure?
Step 1: Include the Zoho CRM field
After creating a form that includes the fields you want to update on your CRM record, drag and drop the Zoho CRM field, and finish the setup . In the example shown below, the First Name, Last Name and Email fields will appear prefilled with the existingCRM data.
Step 2: Set up an integration under Update Record
Choose Update Record under the integration with Zoho CRM. Map the fields that you want to update (in the example, I've chosen Email, Phone, and Workshop). Note that only the CRM fields that you map here will be updated in the CRM record.
Step 3: Prefilling and updating forms
In a form, a particular record can be searched for using the Zoho CRM field, and when it's identified, its values will be prefilled. Values that need to be changed or entered can be entered into the form. Once the form is submitted, the updates will be saved automatically.
This can be a great time-saver—but that's not all! For more discussion on the different workflows in Zoho Forms that can help you work more efficiently with Zoho CRM, check out our upcoming series.
Tip #2: Prefill forms automatically with existing Zoho CRM data
How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM
Tip #4: Add related lists to Zoho CRM records using form responses
How to add a related list to new or existing CRM records using forms? Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list. You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this: Adding a
Tip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a
Tip #6: Add images, files and, signatures captured in forms to Zoho CRM
How to add images, files and signatures captured using forms to Zoho CRM? Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You can
Tip of the fortnight 10: The DOs and DON'Ts of web form validations you need to know
Hello fellow form builders, I'm sure you've been reading a lot of how-to articles about creating stunning forms, automating your favorite integrations, and how to reach the epitome of perfect form building. What if I told you there's a common pitfall that can bring down your conversions? That's right—if your responders encounter several errors as they fill out a form, they can easily grow frustrated. On the contrary, you don't want your customers to leave you with a blank form either. A solution
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