Overview

Setup

Adding entries to a Related List while pushing a New Record to Zoho Vertical

To do this,

1. Navigate to the  Integrations tab and click Zoho Vertical under CRM from the left menu.

2. Configure the Integration setup to add a new record and click Integrate.

3. Under the Related List tab, the module selected while configuring the integration to add a new record will be listed. Select the required Related List and Layout to which you want to push the associated records.

4. Map all the mandatory Zoho Vertical fields to the corresponding Zoho Forms fields.
   

5. To map more fields, click + Add Fields.
   
   

6. If you have a Subform in Zoho Forms, you can map the Subform fields to the corresponding Subform fields in Zoho Vertical.
   

7. While integrating your form with a module, you can configure a Lookup filter to look for existing fields in Zoho Vertical that match the response of a form field under Lookup Mapping.
   Note: Lookup Mapping section is available only when you have added the Lookup Field in Zoho Vertical.

8. Select the Actions to be triggered in Zoho Vertical each time an entry is pushed to a Related List and click Integrate.
   

Adding entries to a related list associated with an existing record in Zoho Vertical   

To do this,

1. Add and configure the Zoho Vertical Field in your form.

2. Navigate to the Integrations tab and click Zoho Vertical.

3. Click Related List.

4. The module selected while configuring the Zoho Vertical field will be listed. Select the required Related List and Layout to which you wish to push the associated records.

5. Map all the mandatory Zoho Vertical fields to the corresponding Zoho Forms fields.

6. To map more fields, click + Add Fields.

7. You can select the Actions to be triggered in Zoho Vertical each time an entry is pushed to a related list.
   

8. Click Integrate to save your settings.
   

Distribute Prefilled forms from Zoho Vertical   

To send a prefilled form to a list of contacts in your Zoho Vertical and add their responses to a related list in Zoho Vertical,

1. In your form, configure the setup to add entries to a related list associated with an existing record in Zoho Vertical.

2. In your Zoho Vertical, enable Pre-population of Data under Setup > Marketplace > Zoho > Zoho Forms.
   
   

3. You can include the pre-configured form's link directly while drafting an email to a selected contact or insert the form's link while configuring an email template in a module in Zoho Vertical.
   
   

4. Pick your contacts from the Zoho Vertical module and send the configured email with the link to a prefilled form.

Trigger Actions in Zoho Vertical while adding Related Lists

You can choose to trigger certain actions in Zoho Vertical each time a new entry is pushed to a related list.

Automation & Process Management

1. Signatures
   
2. File upload/ Image Upload field attachments
   
3. Merged documents (only the documents sent via email notifications can be pushed to Zoho Vertical)
4. 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 Vertical.

• 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 Vertical 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 Vertical as an attachment.

Set Alert on Integration Failure