Adding a new record to a Zoho CRM module
Integration Setup
To push your form entries to Zoho CRM,
-
Navigate to the Integrations tab and click Zoho CRM from the left menu.
-
Click Integrate.
-
Select the required Zoho CRM Module and Layout 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 attachment fields in your form, you can map them to the respective Zoho CRM attachment fields under Attachment Mapping. View the list of supported attachment fields that can be mapped.
Note: A form attachment field can only be used once
for mapping. That is, while integrating your form with Zoho CRM, you can only have one instance of mapping a form attachment field under Attachment Mapping
or Attachment & Signature.
-
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 actions to be performed in Zoho CRM when your form data is pushed.
-
Click Integrate to save your settings.
Supported Modules
You can integrate your forms with the following Zoho CRM modules:
Custom Modules:
Supported Attachment Fields
|
S. No
|
Zoho CRM Attachment Field
|
Supported Zoho Forms Attachment Fields
|
|
1
|
Record Photo | Image Upload |
|
2
|
Image Upload | Image Upload, Signature |
|
3
|
File Upload
|
File Upload, Image Upload, Signature
|
Supported Field Types
These are the Zoho Forms fields that can be mapped with the respective fields in Zoho CRM.
|
S. No
|
Zoho CRM Field
|
Supported Zoho Forms Fields
|
|
1
|
Single Line
|
Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Language Code, Geolocation, Added Email ID, UTM Campaign Details, Payment Status, Payment Currency
|
|
2
|
Multi Line
|
Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, Terms & Conditions, Language Code, Geolocation, Added Email ID, UTM Campaign Details, Payment Status, Payment Currency |
|
3
|
Email
|
Single Line, Email, Added Email ID
|
|
4
|
Phone
|
Single Line, Phone
|
|
5
|
Pick List
|
Single Line, Dropdown, Radio, Matrix Choice, Image Choices, Terms & Conditions, Language Code, UTM Campaign Details, Payment Status, Payment Currency |
|
6
|
Multi Select
|
Multiple Choice, Checkbox, Matrix Choice, Image Choices, Language Code |
|
7
|
Date
|
Date
|
|
8
|
Date-Time
|
Date-Time, Added Time
|
|
9
|
Number
|
Number, Slider, Rating
|
|
10
|
Currency
|
Currency, Payment Amount, Formula, Number, Rating, Slider |
|
11
|
Decimal
|
Decimal, Formula, Payment Amount
|
|
12
|
Percent
|
Decimal, Formula, Payment Amount
|
|
13
|
Long Integer
|
Number, Slider, Rating
|
|
14
|
Checkbox
|
Decision Box
|
|
15
|
URL
|
Single Line, Website |
Trigger Actions in Zoho CRM
while adding a new record
Automation & Process Management
Attachment & Signature
-
Signatures
-
File upload/ Image Upload field attachments
-
Merged documents (only the documents sent vi a email notifications can be pushed to Zoho CRM)
-
PDF of form submissions
Approval
Capture GCLID (Google Click ID)
- Select
Capture GCLID
under Actions.
- Copy the Tracking code
from the pop-up and paste it in all the web pages of your website, right before the
</body>
tag.
The GCLID is passed to Zoho CRM along with the pushed form data.
Upsert Record
Here's how upsert works:
-
First, it is checked if the email
rebecca@zylker.com
exists in Zoho CRM. 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 Zoho CRM, 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 Zoho CRM.
-
You can also choose to overwrite existing values in Zoho CRM with empty field values from Zoho Forms or exclude empty values while upserting a record under Upsert Preferences.
-
Click
Done
to save your preferences.
Note: Only the fields that are configured with 'do not allow duplicates values' in the respective module of your Zoho CRM will be displayed in the Upsert Record option in Zoho Forms.
Assignment Rules
-
You must first configure assignment rules for the selected module in Zoho CRM under
Setup
>
Automation
>
Assignment Rules
.
-
All the assignment rules configured in Zoho CRM for the selected module will be displayed when you select Assignment Rules action while configuring the integration.
-
Select an Assignment Rule to be triggered with each form entry.
Tag Records
Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,
-
Click Set Alert
in the top-right corner.
-
Configure the email alert template as shown and click Save.
- To stop receiving email alerts on integration failure, click Remove Alert.
-
The option to set an email alert on integration failure is available only in our paid plans.
-
You can send email alerts to a maximum of 5 users within your organization.
- An email alert will be triggered only on the first occurrence of integration failure every 24 hours.
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