How can I create a contact and deal at the same time in Zoho CRM using Zoho Forms - Zoho CRM integration?
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Navigate to the Integrations tab and click Zoho CRM from the left menu.
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Click Integrate.
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Select the Contacts Module and the Layout to which you want to push your form data.
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Under the Field Mapping Section, map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields. To map more fields, click + Add fields.
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You can select the necessary actions to be performed in Zoho CRM when your form data is pushed.
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Click Integrate to save your settings.
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Navigate to the
Related List
tab to associate the
Deals/Potentials/Opportunities module to the Contact that is pushed on a form entry. As a result, both contacts and deals will be grouped under a single record in Zoho CRM.
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Under the Related List tab, the module selected while configuring the integration to add a new record, that is, Contacts will be listed.
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Select Deals/Potentials/Opportunities as the Related List and the Layout to which you want to push the associated records.
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Map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields. To map more fields, click + Add Fields. For example, you can map Deal name, Closing Date, Stage, and other deal related details.
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Click Integrate.
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