Understand Integration Field | Zoho Creator Help

Understand integration field

Understand integration field

The  Integration  field enables your users to look up data that's stored in an external service — another Zoho app or third-party SaaS. 

The field features a dropdown menu that displays data from the selected service. It allows your users to select one value from the displayed data. Consequently, the integration field enables you to establish a relationship between the data in your Zoho Creator app and the data in the selected service.


Adding an integration field

Adding an integration field to your form requires you to define (or select, if already defined) a  connection  to the target external service. You will need to define a few parameters in addition to the  Module  and  Field  from which you intend to lookup data.

Currently, you can have the integration field lookup data from the following services:

Customizing the display fields

You can customize the manner in which the integration field displays data. You can have the integration field display the data from up to three fields of selected module. When displaying multiple fields, you can define if any separator is to appear between the field values.  Learn how

The  Integration  field can display data from all types of fields except the following:

  • Fields that contain multiple lines of text, URLs, media (image, file, etc.)
  • Fields that display choices in dropdown menus, as radio buttons or checkboxes

Image shows an Integration field that displays data from the  First Name  field of Zoho CRM's  Leads  module

Image shows an Integration field that displays data from Zoho CRM's  Leads  module in the format  First Name - Last Name - Company

Accessing the field and searching for data

Each time your users access the integration field on your form, Zoho Creator fetches data in real time from the selected module of the external service.

Note: The integration field will display data only when your subscription to the target service (eg: Salesforce, Zoho CRM) allows accessing the target module. For example, imagine that you've subscribed to Zoho CRM's  Standard  edition and that you've added an integration field that displays data from Zoho CRM's  Purchase Orders  module. This integration field will not display any data as the Purchase Order module isn't available in Zoho CRM's  Standard  edition.

With regard to searching the integration field:

  • Your users can search in all the  display fields  you set
  • At least two characters are to be entered to initiate search
  • Searching more than one display fields is supported. Records that match the inputs in all display fields will be displayed.
  • The kind of search that will happen depends on the target service and the type of data the fields store:
When the field stores Operator that will be employed
  Zoho CRM Zoho Recruit Salesforce QuickBooks
String data starts with starts with contains contains
Numeric data equals starts with equals (not supported)

The following fields, when used in the integration field, do not support searching for data. In web browsers, your users will see a tooltip communicating the same.



Fields that do not support searching for data

Zoho Recruit


Candidate Owner

Job Openings

Assigned Recruiter, Account Manager, Revenue per Position


Parent Client, Account Manager

Zoho CRM





Title, Suffix



Title, Suffix, Employee ID No., Gender



Title, Suffix, Account Number, Business ID No., Opening Balance



Account Number, Account Type

Zoho Projects


Affected Milestone, Module, Release Milestone, Reproducible, Due Date, Classification, Flag, Bug Name, Assign To, Severity, Status



End Date, Group Name, Owner, Project Name, Start Date, Status



Completed On, Due Date, Duration, Duration Type, Priority, Start Date, Status, Task List, Task Name

You can perform the following customizations for the user experience of the integration field on your form:

  1. Add Zoho Projects Field

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Understand Integration Forms

                                                                                            What Does This Page Cover? Learn about integration forms and how Creator makes it easier to connect two services via these integration forms, thereby enabling data sync between the two services. Availability Integration forms can be created only in ...
                                                                                          • Understand Quickbooks integration in workflows

                                                                                            Quickbooks integration enables you to push data automatically from your Zoho Creator to Quickbooks account, which would otherwise require manual execution. To begin with, you must add a connection between Zoho Creator and your Quickbooks account. You ...
                                                                                          • Understand Salesforce integration in workflows

                                                                                            Salesforce integration enables you to push data automatically from Zoho Creator to your Salesforce account, which would otherwise require manual execution. To begin with, you must add a connection between Zoho Creator and your Salesforce account. You ...
                                                                                          • Understand Changing the Field Type

                                                                                            The Field type property enables you to change a field in a form into another type of field. The following table lists the available field type conversions. Refer to this page to learn how to change a field to a different type. Type of field Available ...
                                                                                          • Understand Zoho Recruit integration in workflows

                                                                                            Zoho Creator and Zoho Recruit have been integrated for efficient usability purposes. With Zoho Recruit integration task, you can push data automatically from your Zoho Creator to Zoho Recruit account, which would otherwise require manual execution. ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources