1. Using the Upsert Record action while adding a new record - if a record with identical value exists in Zoho Vertical, it will be updated with the new values. If not, a new record will be created in Zoho Vertical. 
2. Using the Update Record integration setup - While you can use the Upsert Record action to update existing records in Zoho Vertical with new values, but, if you want to let your respondents view and modify certain records in Zoho Vertical using your form, you can use the Update Record option in Zoho Forms. To use the Update Record option, you must add the Zoho Vertical field to your form which looks up records from the Zoho Vertical modules and prefills the fetched data in the form. The respondents can edit the prefilled data in the form and submit their entry. The Update Record option replaces the existing records in Zoho Vertical with the modified values. You can also send a pre-filled form to a list of contacts in your Zoho Vertical and update their responses in Zoho Vertical.

Update Record Setup

Using the Upsert Record action

1. In your form builder, navigate to the Integrations tab and click Zoho Vertical under CRM from the left menu. Click Integrate.
   
2. Select the required Zoho Vertical Module and Layout to which you want to push your form data and map all the mandatory Zoho Vertical fields to the corresponding Zoho Forms fields.
   
3. If you have Subform in your Zoho Vertical, then map the Zoho Vertical Subform fields with the corresponding Subform fields in Zoho Forms.
4. Once all the fields are mapped, you can select the Upsert Record option under Actions and save the integration. Learn more about the Upsert Record action.
   

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

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

3. Click Update Record.

   You will see Update Record only after you have added the Zoho Vertical field to your form.
   The Module, Layout, and Lookup Selection selected while configuring the Zoho Vertical Field in your form will be auto populated.

4. Map the Zoho Vertical fields that you wish to update with the corresponding Zoho Forms fields.
   
   

5. If you have a Subform in Zoho Vertical, map the Subform fields that you wish to update with the corresponding Subform fields in Zoho Forms.
   
   

6. 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.

7. You can select the Actions to be triggered in Zoho Vertical each time an entry is updated in Zoho Vertical via Update Record option.
   

8. Click Integrate to save your settings.

Update Preference

If you have a Subform in Zoho Vertical, you can update it by using either Append or Overwrite option. The following action will take place when a Subform is prefilled using Zoho Vertical field.

Prefilled Subform data from Zoho Vertical to Zoho Forms

Overwrite

Using Overwrite to update your prefilled Subform data has the following consequences in Zoho Vertical 

Updating existing row

Editing a prefilled row in Zoho Forms will result in updating the corresponding row in Zoho Vertical.

Adding a new row

Adding a new row in Zoho Form Subform will create and append a new row to Zoho Vertical Subform.

Deleting a row

Deleting a prefilled row in Zoho Form will remove the corresponding row from Zoho Vertical.

Append

Using Append to update your prefilled Subform data has the following consequences in Zoho Vertical.

Updating existing row

Editing a prefilled row in Zoho Forms will result in updating the corresponding row in Zoho Vertical.

Adding a new row

Adding a new row in Zoho Form Subform will create and append a new row to Zoho Vertical Subform.

Deleting a row

Deleting a prefilled row in Zoho Form will not remove the corresponding row from Zoho Vertical.

Updating Subform data in CRM without prefill

If you wish to update subform data in CRM without pre-populating it to your form (i.e, without configuring Subform mapping in the form builder), you can choose between two Update Preferences: Append or Overwrite.

Append: Choosing Append will add new Subform rows to the existing rows in Zoho Vertical.
Overwrite: Choosing Overwrite will replace the existing Subform rows in Zoho Vertical with the data submitted through Zoho Forms Subform.

Distribute prefilled forms from Zoho Vertical     

Automation & Process Management
This option triggers your Workflow Rules, Blueprint, CommandCenter, and Approval Processes in Zoho Vertical while updating an existing record via Zoho Forms.

Attachment & Signature
This option sends attached files and signatures from Zoho Forms to your Zoho Vertical account while updating an existing record in Zoho Vertical. The following attachments can be pushed from Zoho Forms to Zoho Vertical:

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.