How to 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.
Access your files securely from anywhere
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:
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox 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. Who is Zoho Forms for? Zoho Forms is for anyone who wants to ...Zoho Campaigns Integration
Overview If you are looking to automate adding contacts to the mailing lists in your Zoho Campaigns account instead of adding them manually, use the Zoho Forms - Zoho Campaigns integration. With this integration, you can directly add form respondents ...How to build interactive forms online?
What are interactive forms? Interactive forms are the ones which visitors can engage without any difficulty, providing them a user-friendly approach rather than the feel of paperwork. This is essential to make the form filling experience smooth and ...Zoho Forms - Zoho CRM Integration
Watch a quick webinar video on Zoho Forms - Zoho CRM integration. Help Guide: Zoho Forms- Zoho CRM integrationZoho Sign Integration
Overview If you are looking to digitize the paperwork involved in getting your agreements, documents, and contracts signed, you can use the Zoho Forms - Zoho Sign Integration. With this integration, you can send prefilled Zoho Sign document templates ...