Add and configure the Zoho CRM field in your form.
Navigate to the Integrations tab and click Zoho CRM.
Map the Zoho CRM fields that you wish to update with the corresponding Zoho Forms fields.
If you have a Subform in Zoho Forms, you can map the Subform fields that you wish to update with the corresponding Subform fields in Zoho CRM.
You can select the Actions to be triggered in Zoho CRM each time an entry is updated in Zoho CRM via Update Record option.
Click Integrate to save your settings.
Configure the setup in Zoho Forms to update record in Zoho CRM using the Update Record option.
In your Zoho CRM, enable Pre-population of Data under Settings > MARKETPLACE > Zoho > Zoho Forms.
You can include the pre-configured form's link directly while drafting an email to a selected contact in Zoho CRM or insert the form's link while configuring an email template for a module in Zoho CRM.
Pick your contacts from the Zoho CRM module and send the configured email with the link to a pre-filled form. Learn more about how this option works.
Automation & Process Management
This option triggers your Workflow Rules, Blueprint, CommandCenter, and Approval Processes in Zoho CRM while updating an existing record via Zoho Forms.
Attachment & Signature
This option sends attached files and signatures from Zoho Forms to your Zoho CRM account while updating an existing record in Zoho CRM. The following attachments can be pushed from Zoho Forms 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.
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Make the most of Zoho CRM with these useful tips.