Integrations
Important update for Zoho CRM users with sales pipeline in Deals!
A pipeline in Zoho CRM is a visual representation of the stages through which a deal progresses in the sales process. What does this mean for Zoho Forms - Zoho CRM integration? As of December 1, 2023, it will be mandatory to pass the proper pipeline ...
How to re-push values into an integrated service after fixing the cause of integration failure?
Go to the All Entries section of your form. Click the filter-by All Entries dropdown in the top-left corner. Scroll down and select Integration - Failed Entries option from the list. Select the failed entries and click Re-push. The integrations for ...
I have integrated my form with Leads module in Zoho CRM to capture leads with both UTM and GCLID details but the form loads slowly. How to fix this?
If you have added both UTM and GCLID tracking codes, the form will load twice, resulting in delay. The forms loads as many times as the number of tracking codes that you have added on your webpage. To resolve this, you can use the UTM tracking code ...
I have a Zoho CRM field in my forms to fetch data from CRM and prefill the form but this does not work when users from my organization use the form.
The Zoho CRM field is not supported when the form is embedded on a webpage or when the form's Public URL is directly used to access the form. This is because the Users who are not part of your Zoho Forms org can access the form through the public ...
Will form entries collected before integrating my form with a service be pushed?
Only entries collected after the integration would be pushed to the integrated service, not the entries collected before the integration was set up.
What to do when my integrated Google Sheet has reached its limit to add entries from Zoho Forms?
When the integrated Google Sheet has reached its limit, you may see the Unable to create Google Web Sheet error. A workbook in a Google Sheet can only contain upto 5000000 cells. To resolve this, you can either remove the unused worksheets from the ...
Why do I see the Zoho Desk integration status as Failed - The data is invalid due to validation restrictions?
It is possible that certain field values in your form contain special characters. Zoho Desk does not allow special characters such as '&' due to which, the records didn't get through. To push the entries, navigate to the All Entries section of your ...
How to push merged document from Zoho Forms to Zoho CRM?
Merged Document refers to the Document Merge template configured with Zoho Writer. To push the merged document to Zoho CRM, you need to configure Email Notification settings and include this Document Merge template with Zoho Writer in the email ...
Why are form entries not pushed to Zoho CRM with the reason Invalid Data?
It is possible that the character limit in the mapped Zoho CRM field has been reached.
Why can't I map my Subform fields to the fields in Zoho CRM?
The Subform field of the form can only be mapped with a Subform field in Zoho CRM. Include a Subform within the particular module in Zoho CRM and then configure the integration.
What should I do if the data is not pushed to the integrated service after the Integration is setup properly?
Look for the Integration Status in the All Entries section of your form and see the reason for failure.
What applications can I integrate my forms with?
You can integrate your forms with Google Docs, Salesforce, WebHooks and Zoho apps like CRM, Desk, Campaigns etc. Also, the Zapier integrations allow you to integrate with over 750 apps. Learn More

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