When you push form submissions to Bigin from Zoho Forms, you can also add records associated with each submission as a related list in Bigin. For example, a Task can be added as a related list to a Deal.
Before adding Related Lists from Zoho Forms, you must first link your form to a Bigin module to Add a New Record. The Related List configuration appears only after you link your form with a primary module.
To add a related list in Bigin,
While adding related lists to Bigin, you can also choose to trigger certain actions.
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:
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, if you have an Email field before a Company field. When a form is submitted with the Company as Zylker and Email as rebecca@zylker.com,
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