To push your form entries to Zoho CRM,
Navigate to the
tab and click
from the left menu.
Select the required Zoho CRM
to which you want to push your form data.
Map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields. To map more fields, click
+ Add fields.
If you have a Subform in Zoho Forms, you can map the Subform fields to the corresponding Subform fields in Zoho CRM.
Once all the fields are mapped, you can select the necessary
to be performed in Zoho CRM when your form data is pushed.
to save your settings.
You can integrate your forms with the following Zoho CRM modules:
Leads, Contacts, Accounts, Potentials, Campaigns, Cases, Solutions, Products, Price Books, Vendors, Events, Tasks, and Calls.
Zoho Forms can be integrated with all custom modules in Zoho CRM.
Zoho CRM Attachment Field
Supported Zoho Forms Attachment Fields
||Record Photo||Image Upload|
||Image Upload||Image Upload, Signature|
File Upload, Image Upload, Signature
File upload/ Image Upload field attachments
Merged documents (only the documents sent via email notifications can be pushed to Zoho CRM)
PDF of form submissions
The following steps are mandatory for this action to function properly:
Integrate your Zoho CRM account with Google AdWords. To do this, follow the first four steps in the
Setting up Google AdWords Integration
Integrate Zoho Forms with Zoho CRM.
under Actions. Copy the
from the pop-up
and paste it in all the web pages of your website, right before the
The tracking code keeps a record of the GCLID even if the visitor navigates to other pages before filling up your form.
Here's how upsert works:
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Make the most of Zoho CRM with these useful tips.