Best Practices for Zoho Forms - Zoho CRM integration

Best Practices for Zoho Forms - Zoho CRM integration

1‌. Check if changing the properties of a field integrated in Zoho CRM will affect the integration

For example, if a mapped field is marked mandatory in Zoho CRM, ensure that the corresponding form field is marked mandatory in Zoho Forms so that the user enters data into the form field and the integration does not fail.

Field Marked as required in Zoho CRMEmail Field Marked as Required in Zoho CRM
Mark the Email field in your form as mandatoryMark the Email field in your form as mandatory

2‌. Choose to receive an email alert if the integration fails

‌An email alert will be triggered on the first occurrence of integration failure every 24 hours. Once you have successfully integrated,
click Set Alert in the top-right corner and configure the email alert template.

Set Alert on integration failure

3‌. If you have been using the Field Alias Settings in Zoho Forms to prefill your form fields with data from Zoho CRM, use the Zoho CRM field instead

How Zoho CRM Field works

4‌. Add a tag to the records pushed via this integration for easy reference

The tag value can vary based on the respondent's input (captured using form fields), or you can include a tag with a specific value for all the entries received via a form.
Select the Tag Records action
For example, in a form where the lead chooses the reason for approaching you, the options might be "Free demo", "Registering for more info", and "Enable free account". If the user chooses the option "Free demo", this answer is passed as a tag to the record.

Add tags to the entries pushed via form

5. ‌Do not overwrite empty values while updating records

This option avoids overwriting existing field values in Zoho CRM with empty field values from Zoho Forms while updating a record.

Do not overwrite empty values

6‌. When changing form ownership, ensure that the new form owner has proper integrated module permissions.

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