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:
- The Module the record should be added to.
- The Related List dropdown (event, call, notes, or tasks) to define the type of information you are adding.
- The Layout (standard or custom module).
- 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:
- The Module the record should be added to.
- The Related List dropdown (event, call, notes, or tasks) to define the type of information you are adding.
- The Layout (standard or custom module).
- Map the Zoho CRM fields whose values will be populated with the form's entries.
- 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.
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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 ZohoTip #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
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