Configure Zoho CRM integration in approval process
- Mouse over to an action and click Add icon.
- The Add New Action window slides in from the right.
- Select Integrations action type.
- Choose Zoho CRM from the Service list.
- Select the Zoho CRM module to which you want to push the data.
- Based on the selection made in the Module field, Zoho Creator lists the mandatory and other fields
- Mandatory fields - These are the required fields in the chosen Zoho CRM module that must be mapped to a corresponding field in Zoho Creator. The drop-down lists the fields on your Creator form. Select the required field.
Note: The mandatory fields vary based on the selected service and module. - Other fields - You can map fields in the chosen Zoho CRM module to the fields in your Zoho Creator form. This is optional. Click Add icon to map more fields.
- Click Save Action
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Understand Zoho CRM integration in approval process
Zoho Creator and Zoho CRM have been integrated for efficient usability purposes. With Zoho CRM integration task, you can push data automatically from Zoho Creator to your Zoho CRM account when a record is approved/rejected. Consider a 'Registration' ...Configure Zoho Recruit integration in approval process
To configure the action, Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval block in the approval ...Configure Quickbooks integration in approval process
To configure the action, Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval block in the approval ...Configure Salesforce in approval process
Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval block in the approval workflow. Click the Add New ...Understand Zoho Recruit integration in approval process
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. ...