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.
Stay tuned!
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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 aTip #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 CRMTip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond
Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering theTip #9: Modify deal properties in Zoho CRM using form responses
How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho
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