Tip #4: Add related lists to Zoho CRM records using form responses

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 related list when new records are created in CRM from form entries
  • Adding a related list to existing CRM records
1. To add a related list when a new record is created from a form entry

How it works
You can set up an integration to add every form submission that creates a new CRM record created to the integrated module. You can also set up an integration to add a some of the form entries to a specific related list.

How to configure
Once you finish the Zoho CRM integration setup to automatically add the form entries as new records inside Zoho CRM, click the Related List option and choose the following details: 
  1. The Module the record should be added to.
  2. The Related List dropdown (event, call, notes, or tasks) to define the type of information you are adding.
  3. The Layout (standard or custom module).
  4. Map the Zoho CRM fields whose values will be populated with the form's entries.




2. How to add a related list to an existing Zoho CRM records


How it works
Since you want to add a related list to the existing records, the record the related list needs to be added to will be identified, and then the related list will be created when the filled in form is submitted. This is done with the help of the Zoho CRM field. Learn more.

How to configure
When you have finished creating your form, add the Zoho CRM field. In the setup, choose the field which will be used to identify the record (e.g., Last Name). Then, create an integration with Zoho CRM by selecting the Related List option and choosing the following details:
  1. The Module the record should be added to.
  2. The Related List dropdown (event, call, notes, or tasks) to define the type of information you are adding.
  3. The Layout (standard or custom module).
  4. Map the Zoho CRM fields whose values will be populated with the form's entries.
  5. Now, when the form is shared, the CRM record is identified by accessing the Zoho CRM field with the unique ID (e.g., Last Name). The form fields are now filled in and submitted. A related list consisting of the submitted form entries will appear automatically in your CRM module.



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.


Best, 
Prasana.








                        Zoho Marketing Automation

                                • Sticky Posts

                                • 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
                                • Add your brand logo to your forms

                                  What's in a logo?  Everything. Imagine you're getting home after a tiring day at work, absolutely famished. Then you see the warm yellow glow of the golden arches in the distance, waiting to envelop you in its warmth. What else do you do but pull up at the drive-thru?  A brand is something familiar. It should give customers a sense of homecoming every time they decide to come back to it. With that in mind, a logo is the face of your brand. It solidifies your brand's presence with its potential to
                                • 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 #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


                                Manage your brands on social media



                                        Zoho TeamInbox Resources

                                          Zoho DataPrep Resources



                                            Zoho CRM Plus Resources

                                              Zoho Books Resources


                                                Zoho Subscriptions Resources

                                                  Zoho Desk 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

                                                                • Word of the Day

                                                                  Word of the Day


                                                                        Design. Discuss. Deliver.

                                                                        Create visually engaging stories with Zoho Show.

                                                                        Get Started Now