To integrate your form with Zoho Projects,
Navigate to the Integrations tab and click Zoho Projects from the left menu.
Click Integrate.
Select the Portal Name and the Project Name.
Map the Zoho Projects fields with the corresponding Zoho Forms fields.You can map certain Zoho Projects fields to manual inputs by selecting the Add Input Manually option.
To map more fields, click + Add Fields.
Click Integrate to save your settings.
Note: When a respondent's input does not match the Zoho Projects' input parameters, task creation will fail even on successful form submission. This can be checked under All Entries > Zoho Projects Status.
The following Zoho Forms fields can be mapped to the respective fields in Zoho Projects.
S. No | Zoho Projects Field | Supported Zoho Forms Fields |
1 | Single Line | Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
2 | Multi Line | Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
3 | ||
4 | Phone | Phone |
5 | Pick List | Dropdown, Radio |
6 | User Pick List | -None- (Manual input required) |
7 | Date | Date |
8 | Date & Time | -None- |
9 | Decimal | Decimal, Number, Formula, Currency |
10 | Formula | -None- |
11 | Number | Number |
12 | URL | Website |
13 | Task Name | Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
14 | Task Owners | -None- (Manual input required. Only the users associated with a project can be selected.) |
15 | Duration | Number, Rating, Slider |
16 | Start Date | Date |
17 | End Date | Date |
18 | Priority | Dropdown, Radio |
19 | Percentage | Decimal, Number, Formula, Currency |
20 | Checkbox | Decision Box |
21 | Currency | Decimal, Number, Formula, Currency |
22 | Recurrence | -None- |
23 | Reminder | -None- |
24 | Description | Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
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