Zoho Form Integration with CRM Potentials

Zoho Form Integration with CRM Potentials

Hi, 

I'm trying to integrate my forms with my CRM.  I would like for the customer to fill out the form and then that form would be associated with the potential in the CRM. I am having trouble doing this.  

1) Is it possible to just have a PDF attachment of the form results within the potential record?
2) If not, I have tried mapping fields but some of the field types are not the same in Zoho forms and the CRM - for example the multiple choice check box.  
3) It is making certain fields mandatory that I do not have in zoho forms, how can I work around this as I am not interested in using all of these or having the customer fill those out.  

Thanks 

    Access your files securely from anywhere

        Zoho Developer Community

            Bootcamp
            Community
            Pricing
            Webinars
            What's New
            Integrations
            Contact Support
            Contact Sales

              Zoho Survey Resources
                Features
                Survey Templates
                Integrations
                Community
                iOS Mobile Surveys
                Pricing
                Android Mobile Surveys
                Insurvey Blogs
                Insight Blogs
                Tips & Tricks





                              Latest Feature Updates


                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day




                                      Zoho Marketing Automation
                                        Zoho SalesIQ Resources

                                              • Sticky Posts

                                              • Take control with geofencing: Manage form access based on location

                                                Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to

                                              • Introducing Card Forms!

                                                Hello form builders, Zoho Forms is now introducing an elegant, free-flowing fluid design of Card forms that will give your forms a visually appealing look, while avoiding any visual clutter for users who are attempting to answer multiple questions at

                                              • Important update in Zoho Forms: Enhancements for improved email deliverability

                                                Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com

                                              • Form language translation in Zoho Forms

                                                Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to

                                              • Enhancing user experience with Audio/Video Upload in Zoho Forms

                                                Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent


                                              Manage your brands on social media
                                              Access Zoho Social

                                                Zoho Pagesense Resources


                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now