Zoho forms <-> Zoho CRM Integration

Dear sirs,

I am trying to setup a Zoho form, which I can send out from our account module. The form should be mapped with fields from the account module. I encounter this problem:

I create a form with a Zoho CRM (advanced field) and define the following:

module: account

layout: standard

field: account name

I also map fields which should be pre-populated and under the "integration" tab I activate the "update record" CRM Integration in order to allow form entries to overwrite existing fields in the account module.

----

Now, if I go to CRM, open an account, click on "compose email" and "insert form", this form does not show up. How can I send out this pre-populated form to the account (or the associated contact)?

----

If I do a forms integration with the "contact" module, this form shows up in CRM / compose email. But with the "contact module" form I can not ask customers to update data of the "account" module.

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
MiMi
Ashwinth Shekar
Ashish Bhatnagar

Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________

New to Zoho Social?

Manage your brands on social media

Access Zoho Social