Understand Integration Field | Zoho Creator Help

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.

Features

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.

Service

Module

Fields that do not support searching for data

Zoho Recruit

Candidates

Candidate Owner

Job Openings

Assigned Recruiter, Account Manager, Revenue per Position

Clients

Parent Client, Account Manager

Zoho CRM

Products

Handler

QuickBooks

Customer

Title, Suffix

 

Employee

Title, Suffix, Employee ID No., Gender

 

Vendor

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

 

Account

Account Number, Account Type

Zoho Projects

Bug

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

 

Project

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

 

Task

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










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          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 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 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 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 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 Form Builder for Integration Forms

                                                                                                        What Does This Page Cover? Learn about the form builder of integration forms and how they hold specific attributes custom-made to cater to the needs of the integration they create with another service. Availability Integration forms can be created ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

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



                                                                                                          eBooks

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



                                                                                                          Webinars

                                                                                                          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