To push your form entries to Bigin,
You can integrate your forms with the following Bigin modules:
These are the Zoho Forms fields that can be mapped with the respective fields in Bigin.
S. No | Bigin Field | Supported Zoho Forms Fields |
1 | Single Line | Single Line,Name, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Radio, Matrix Choice, Image Choices, Terms and Conditions,UTM Campaign Details, Payment Status, Payment Currency, Payment Transaction ID. |
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,Radio, Matrix Choice, Image Choices, Terms and Conditions, UTM Campaign Details, Payment Status, Payment Currency, Payment Transaction ID. |
3 | Email, Single Line | |
4 | Phone | Phone, Single Line |
5 | Single Select | Dropdown, Radio, Single Line, Matrix Choice, Image Choices, Terms and Conditions, Name, Address(Country),UTM Campaign Details, Payment Status, Payment Currency |
6 | Long Number | Number, Rating, Slider |
7 | Date | Date |
8 | Date & Time | Date-Time, Added Time |
9 | Decimal/ Percent | Decimal, Number, Formula, Rating, Slider, Currency, Payment Amount |
10 | Number | Number, Rating, Slider |
11 | URL | Single Line, Website |
12 | Multi - Select | Checkbox, Multiple Choice, Matrix Choice, Image Choices, Single Line, Dropdown, Radio, Terms and Conditions |
13 | Profile Image | Image Upload |
14 | Checkbox | Decision Box |
15 | Currency | Number, Formula, Currency, Rating, Slider, Payment Amount |
- Single Line
- Phone
- Single Select
- Long Number
- Number
- Date
To add more than one criteria, click the icon.
Workflow: This option triggers Workflow Rules configured in Bigin while pushing data from Zoho Forms.
Attachment: This option pushes attachments associated with each form entry to Bigin.The following attachments can be pushed from Zoho Forms to Bigin:
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 Bigin.
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 Bigin 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 Bigin as an attachment.
Upsert Record: The Upsert Record option lets you update existing records in Bigin with new values. Upon selecting this option, if a record with the identical value exists in Bigin, it will be updated with the new values. If not, a new record will be created in Bigin. You can arrange fields in the order in which upsert should happen.
Here's how upsert works:
For example, you arrange an Email field before a Company field. When a form is submitted with the Company as Zylker and Email as rebecca@zylker.com,
Tag Records: This option lets you add a tag to the records that are pushed to Bigin. You can create a new tag or use values from a form submission to tag records. You can also enter existing tag names created in Bigin and the records will be associated with that tag.
Approval: This option pushes form entries to your Bigin approval list instead of adding them to your module. You can manually approve these records in Bigin to add them to a module and discard the spam entries.
Note:
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