How can I create a contact and deal at the same time in Zoho CRM using Zoho Forms - Zoho CRM integration?
-
Navigate to the Integrations tab and click Zoho CRM from the left menu.
-
Click Integrate.
-
Select the Contacts Module and the Layout to which you want to push your form data.
-
Under the Field Mapping Section, map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields. To map more fields, click + Add fields.
-
You can select the necessary actions to be performed in Zoho CRM when your form data is pushed.
-
Click Integrate to save your settings.
-
Navigate to the
Related List
tab to associate the
Deals/Potentials/Opportunities module to the Contact that is pushed on a form entry. As a result, both contacts and deals will be grouped under a single record in Zoho CRM.
-
Under the Related List tab, the module selected while configuring the integration to add a new record, that is, Contacts will be listed.
-
Select Deals/Potentials/Opportunities as the Related List and the Layout to which you want to push the associated records.
-
Map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields. To map more fields, click + Add Fields. For example, you can map Deal name, Closing Date, Stage, and other deal related details.
-
Click Integrate.
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
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Welcome to Zoho Forms!
Transform the time-consuming “ collect, stack, and enter ” paper form workflow into “ capture, store, and process ” paperless approach with Zoho Forms and simplify data collection. Why Switch to online forms? Here are some disadvantages of using ...Zoho CRM Field
The Zoho CRM field is a lookup field that helps you fetch data from a Zoho CRM module and prefill your form fields. Prefilling forms with data simplifies the form filling experience for your respondents and saves time. You can also push form entries ...Adding a new record to a Zoho CRM module
Table of Contents Integration Setup Supported Modules, Attachment Fields, Field Types Trigger Actions in Zoho CRM while adding a new record Set Alert on Integration Failure Using the Zoho Forms - Zoho CRM integration, you can automatically push your ...Zoho Sheet Integration
Overview If you are looking to store your form responses in a sheet and save the time spent on manual entry of form data into the sheet, you can use the Zoho Forms-Zoho Sheet integration. With this integration, your form responses will automatically ...Zoho PageSense Integration
Zoho Forms-Zoho PageSense integration helps you to get analytical insights on how your form respondents interact with the various fields in your form. Using this integration, you can create and launch form analytics in Zoho PageSense to analyze how ...