Zoho Forms Pre-Populate Zoho CRM field
I have created a form in Zoho Forms and would like to send a public URL to an account in CRM, achieving the following:
- I added a Zoho CRM field in my form and linked it to the field "Account Name"
- I then mapped a few fields for pre-filling
- I set up the Zoho CRM integration in Forms for "Update Record"
- I enabled the pre-population of data in the Zoho CRM settings
- I created a Field Alias for a field on the form that maps to an auto-numbering field in Zoho CRM (see next line)
- I pulled the Public URL and appended ?ID=${Accounts.Acct ID Number}
- I then triggered a workflow in Zoho CRM to send the form to an email address on the account (not a contact)
According to all the documentation I could find, it should then pass the correct CRM data. However, it's not matching the record for the Zoho CRM field. I also can't look up the account in the Zoho CRM because it's a public form and public users don't have access.
I've tried so many combinations of things and nothing seems to work, except when I set up the integration to create a NEW record. It then does just that. However, I need to update existing records.
Here is my public URL: https://forms.zohopublic.com/SCBA/form/HCOSOnboardingFormforBusinessInfo/formperma/r9Dfu-r25ObNW-D6jO0ern6zV5Z9vylRPlHyqopQOUg?ID=${Accounts.Acct ID Number}
Here is the Zoho CRM field:
Here is the Update Record integration:
And here is what I am seeing (the Zoho CRM field has no value and cannot be accessed):
Any great thoughts out there? Is the issue that I am trying to trigger this from the account?
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