Adding a Related List
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.
Integration Setup
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,
- Navigate to the Integrations tab and click Bigin.
- Integrate your form with a Bigin module to Add a New record and save your settings.
- Click the Related List tab. Pick a related list associated with the module selected in the previous step.
- Map all the mandatory Bigin fields to the corresponding Zoho Forms fields.
- To map more fields, click + Add Fields.
-
Click Integrate.
Trigger Actions
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:
- Signatures
- File upload/ Image Upload field attachments
- PDF of form submissions
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,
- First, it's checked if the email rebecca@zylker.com exists in Bigin. If it does, then the mapped fields get updated to the record associated with that email address.
- In case the email address
rebecca@zylker.com
does not exist in Bigin, it's checked if the company Zylker exists. If it does, then the mapped fields get updated to the record associated with that company name.
- If none of the field values exists, then a new record with all the mapped details is created in Bigin.
- You can also choose to overwrite existing values in Bigin with empty field values from Zoho Forms or exclude empty values while upserting a record.
- Click Done and save your preferences.
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