Good day,

I have the following problem.

We record data via Zoho Forms. This data is transferred to our CRMPlus via a Zoho Forms integration. We have created a new module for the recording of the data. All data from the form are stored there as a new entry.

Now my concern:

I would like to create new data records using workflow rules and link them together.

So far we have managed to create new data records in other modules. What we are not able to do, however, is to link them together.

Example:

If a new form has been submitted to CRMPlus and a new entry is created in the form module, we would like to do the following:

1. Create a person

2. Create a company

3. Create a new entry in another module

4. Assign person and company (from point 1 and point 2) in this entry in the other module

1 to 3 is not the problem. The problem is point 4.

How do I solve the problem?

Thank you