Tip #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 CRM. When the form consists of deal information is entered or edited, the corresponding changes are made to the specific deals record in your account.

How to configure

You may want to create a new deal or update a new deal using the form entries. In the CRM integration setup, you need to choose the module as the Deals and choose the layout based on your requirements. Map the form fields to the fields in the Deals module, whose values you need to update.

For example, the Deal Status can be captured using dropdowns or radio buttons. Remember to make sure the option values match the exact Deal Names in Zoho CRM. On form submission, the changes are automatically processed into the respective CRM record.

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.

If you have any questions or feedback to share, feel free to comment below or drop us an email at support@zohoforms.com.

France ZUGs

Topic Participants
Prasana Lakshmi

Sticky Posts
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 #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 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