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 stage value while creating a new Deal record in Zoho CRM if you have enabled Pipeline in Zoho CRM's Deals module.
If the pipeline value is not passed during the integration process, Zoho CRM will throw a mandatory error, and the record creation will not be successful.
If the pipeline value is not passed during the integration process, Zoho CRM will throw a mandatory error, and the record creation will not be successful.
Given this deadline, it is of utmost importance to reconfigure your integration between Zoho Forms and Zoho CRM before December 1, 2023. Ensure that you have correctly mapped the pipeline, stage field in Zoho CRM with the relevant form field.
If the pipeline field is not mapped or mapped incorrectly, the integration may encounter issues such as:
- The form submissions will not be pushed to Zoho CRM's Deals module, throwing a Pipeline mandatory error.
- Even if the integration configuration appears successful, Deal will not be created successfully in Zoho CRM if pipeline value is passed incorrectly.