ZOHO CRM Button Integration
Hi Team,
I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal.
Now, I want to enhance this setup. I plan to create a button on the Deal Detail page in CRM. When this button is clicked, it should open a Zoho Creator form. In the form, instead of manually selecting the Deal Name from a dropdown (which I’m currently populating via API and Deluge), I want the selected deal to be auto-filled.
Additionally, I need the related deal details—such as Deal Type, Revenue, Deal Owner, etc.—to be automatically populated in the form.
Does anyone have suggestions on how to implement this? I understand this can be achieved using Zoho Forms, but since I’m working with Zoho Creator (due to multiple data sources and custom approval workflows using Blueprint), I’m looking for a solution within this setup.
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