To push your form entries to Zoho CRM,
Navigate to the Integrations tab and click Zoho CRM from the left menu.
Click Integrate.
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:
Custom Modules:
S. No | Zoho CRM Attachment Field | Supported Zoho Forms Attachment Fields |
1 | Record Photo | Image Upload |
2 | Image Upload | Image Upload, Signature |
3 | File Upload | File Upload, Image Upload, Signature |
These are the Zoho Forms fields that can be mapped with the respective fields in Zoho CRM.
S. No | Zoho CRM Field | Supported Zoho Forms Fields |
1 | Single Line | Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Language Code, Geolocation, Added Email ID, UTM Campaign Details, Payment Status, Payment Currency, Payment Transaction ID |
2 | Multi Line | Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, Terms & Conditions, Language Code, Geolocation, Added Email ID, UTM Campaign Details, Payment Status, Payment Currency, Payment Transaction ID |
3 | Email | Single Line, Email, Added Email ID |
4 | Phone | Single Line, Phone |
5 | Pick List | Single Line, Dropdown, Radio, Matrix Choice, Image Choices, Terms & Conditions, Language Code, UTM Campaign Details, Payment Status, Payment Currency |
6 | Multi Select | Multiple Choice, Checkbox, Matrix Choice, Image Choices, Language Code |
7 | Date | Date |
8 | Date-Time | Date-Time, Added Time |
9 | Number | Number, Slider, Rating |
10 | Currency | Currency, Payment Amount, Formula, Number, Rating, Slider |
11 | Decimal | Decimal, Formula, Payment Amount |
12 | Percent | Decimal, Formula, Payment Amount |
13 | Long Integer | Number, Slider, Rating |
14 | Checkbox | Decision Box |
15 | URL | Single Line, Website |
Signatures
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:
Note: Only the fields that are configured with 'do not allow duplicates values' in the respective module of your Zoho CRM will be displayed in the Upsert Record option in Zoho Forms.
Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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