How to create a contact and deal at the same time in Zoho CRM using Zoho Forms - Zoho CRM integration?

How to create a contact and deal at the same time in Zoho CRM using Zoho Forms - Zoho CRM integration?

We can all agree on the fact that updating data manually in a CRM portal can be a daunting task. Sure, downloading files from data-collecting tools like forms and importing the data is easier than entering it manually.
What if you can just push out data from Forms into your CRM portal and have it grouped according to your needs? That is exactly where Zoho Forms integration with Zoho CRM comes into play!!
Simply, go to the Integrations tab and integrate your form entries to your Zoho CRM modules.

Click Integrate

  Learn more  about setting up this integration.

Check out this quick video on creating a contact and a deal associated with it at the same time.



If you wish to create a Contact and a Deal associated with it at the same time, 

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

  2. Click Integrate.

  3. Select the Contacts Module   and the Layout  to which you want to push your form data.

  4. 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. 

  5. You can select the necessary actions to be performed in Zoho CRM when your form data is pushed.

  6. Click Integrate to save your settings.

Integrate with Contacts Module


Once the integration is successfully saved,
  1. 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.
  2. Under the Related List tab, the module selected while configuring the integration to add a new record, that is, Contacts will be listed.

  3. Select Deals/Potentials/Opportunities as the Related List and the Layout to which you want to push the associated records.

  4. 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.

  5. Click Integrate.

    Associate Deals with the contact

Now, you have successfully integrated both Contact and Deal module to Zoho forms using the Zoho CRM integration.