To push your form entries to Zoho CRM,
Navigate to the Integrations tab and click Zoho CRM from the left menu.
Select the required Zoho CRM Module and Layout to which you want to push your form data.
Map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields. To map more fields, click + Add fields.
If you have a Subform in Zoho Forms, you can map the Subform fields to the corresponding Subform fields in Zoho CRM.
Once all the fields are mapped, you can select the necessary actions to be performed in Zoho CRM when your form data is pushed.
Click Integrate to save your settings.
You can integrate your forms with the following Zoho CRM modules:
|S. No ||Zoho CRM Attachment Field ||Supported Zoho Forms Attachment Fields |
|1 ||Record Photo||Image Upload|
|2 ||Image Upload||Image Upload, Signature|
File Upload, Image Upload, Signature
File upload/ Image Upload field attachments
Merged documents (only the documents sent via email notifications can be pushed to Zoho CRM)
PDF of form submissions
You can choose to push the Default Template, Custom Template(s), PDFs sent in form submission workflows, and PDFs sent in approval process as attachments to Zoho CRM.
If you choose PDFs in form submission workflows, the PDF template sent to the respondent after submitting the form (for example, the PDF downloaded from the Thank You page, or any PDF sent via email notification) will be pushed to Zoho CRM as an attachment.
If you choose PDFs in approval process, the PDF template sent to the respondent along with the Final Approval Email will be pushed to Zoho CRM as an attachment.
Here's how upsert works:
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Make the most of Zoho CRM with these useful tips.