Zoho FormsからZoho CRMのサブフォームへのデータ追加について
お知恵を拝借させてください。
現在Zoho CRMの商談タブへデータ入力・修正のためにZoho Formsの活用を検討しています（Zoho CRMのWebフォームは商談タブをサポートしていないため）。以下の条件のときに直面している問題に対してアドバイスいただければ幸いです。
【条件】
- 商談タブの１つレイアウトにはサブフォームを設定し、月ごとの見込み金額を入力できるようにしています。
- サブフォームなので、見込み金額がたったタイミングで月、見込み金額などの情報を追加入力しています。
- Zoho Forms側の入力フォームにもサブフォームを設置し、サブフォームの項目はCRM側と同じものを用意し、複数ヶ月分の見込みを入力できるように設計しています。
- Zoho Forms側の連携でサブフォームの関連付け、サブフォームの項目の関連付けの設定は完了しています。
【状況】
- Zoho CRM側で商談の基礎データを用意（サブフォームの中は空）
- Zoho Formsからサブフォームに月ごとの見込みを入力して商談のサブフォームにデータが格納されているのは確認できています。
【問題】
すでに見込み金額が入っているものに対して見込みを追加したいのですが、追加にならず上書帰されてしまう。例えば、４月、５月の見込み金額がCRM側のサブフォームに入力されている状態で、Zoho Formsから６月の見込み金額を入力して送信すると、４月、５月のデータが消え、６月分のみ表示される（４月、５月分に６月分が上書きされてしまう）。
サブ項目以外のようにすでにCRM側に登録されているデータをサブフォーム内でもForms側に読み込めれば、上書きでも対応取れるのですが、サブフォーム内のデータがForm側に読み込めない（上記例の場合であれば、４月、５月分のデータもフォーム側に読み込めれば、４月、５月に６月分を追加して３ヶ月分上書きすれば目的は果たせるのですが）。
なにか解決策をお持ちの方、ご教授いただければ助かります。何卒よろしくお願いいたします。
なにか解決策をお持ちの方、ご教授いただければ助かります。何卒よろしくお願いいたします。
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