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.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Reources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Adding entries to a related list
Table of Contents Overview Adding entries to a Related List while pushing a New Record to Zoho CRM Adding entries to a Related List associated with an existing record in Zoho CRM Distribute Pre-filled forms from Zoho CRM Trigger Actions in Zoho CRM ...Adding entries to Related Lists
Related Lists are records that are associated with the parent record. For example, a Lead in Salesforce can have Notes, Tasks, Calls, Events etc associated with it. These associated records are the Related Lists. When you push form entries to a ...Adding a New Record
Table of contents Integration Setup Supported Modules, Field Types Lookup Filter Trigger Actions in Bigin Set Alert on Integration Failure By integrating Bigin with Zoho Forms, you can automatically push your form data into Bigin modules each time a ...Zoho Recruit Integration
Table of Contents Integration Setup Supported Field Types Trigger Actions in Zoho Recruit Set Alert on Integration Failure If you are using Zoho Recruit as the recruitment portal for your organization and looking to automate the collection and ...Salesforce Integration
Table of Contents Overview Integration Setup Supported Field Types Add Input Manually while mapping fields Trigger Actions while pushing form entries Set Alert on Integration Failure Overview With the Zoho Forms and Salesforce integration, you can ...