Overview

Setup

Adding entries to a Related List while pushing a New Record to Zoho CRM

To do this,

1. Navigate to the  Integrations tab and click Zoho CRM.

2. Configure the Integration setup to add a new record and click Integrate.

3. Under the Related List tab, the module selected while configuring the integration to add a new record will be listed. Select the required Related List and Layout to which you want to push the associated records.

4. Map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields.
   

5. To map more fields, click + Add Fields.
   
   
   
   

6. If you have a Subform in Zoho Forms, you can map the Subform fields to the corresponding Subform fields in Zoho CRM.
   

7. Select the Actions to be triggered in Zoho CRM each time an entry is pushed to a Related List and click Integrate.
   

Adding entries to a related list associated with an existing record in Zoho CRM   

To do this,

1. Add and configure the Zoho CRM Field in your form.

2. Navigate to the Integrations tab and click Zoho CRM.

3. Click Related List.

4. The module selected while configuring the Zoho CRM field will be listed. Select the required Related List and Layout to which you wish to push the associated records.

5. Map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields.

6. To map more fields, click + Add Fields.

7. You can select the Actions to be triggered in Zoho CRM each time an entry is pushed to a related list.
   

8. Click Integrate to save your settings.
   

Distribute Prefilled forms from Zoho CRM   

To send a prefilled form to a list of contacts in your Zoho CRM and add their responses to a related list in Zoho CRM,

1. In your form, configure the setup to add entries to a related list associated with an existing record in Zoho CRM.

2. In your Zoho CRM, enable Pre-population of Data under Setup > Marketplace > Zoho > Zoho Forms.
   
   
   
   

3. You can include the pre-configured form's link directly while drafting an email to a selected contact or insert the form's link while configuring an email template in a module in Zoho CRM.

4. Pick your contacts from the Zoho CRM module and send the configured email with the link to a prefilled form.

Learn more about how this option works.  

Trigger Actions in Zoho CRM   while adding Related Lists

You can choose to trigger certain actions in Zoho CRM each time a new entry is pushed to a related list.

Automation & Process Management

1. Signatures
   
2. File upload/ Image Upload field attachments
   
3. Merged documents (only the documents sent via email notifications can be pushed to Zoho CRM)
   
4. PDF of form submissions

Note: If you have configured to store your file attachments in Zoho WorkDrive using Manage Form Attachments, only the attachment link from Zoho WorkDrive will be pushed to the Zoho CRM module (Not supported for Notes module).

Tag Records

This option adds a tag to the records pushed to Zoho CRM from Zoho Forms. You can enter a Tag name of your choice or use a form response as a tag. You can also enter existing tag names created in Zoho CRM to associate the records with that tag. You can choose if the new tag should overwrite the existing tags of a record or append to the existing ones while updating the record.

 

Assignment Rules

This option triggers the Assignment Rules defined in Zoho CRM when form entries are pushed to a related list associated with a Zoho CRM module. 

Set Alert on Integration Failure

Note :

1. The option to set an email alert on integration failure is available only in our paid plans.
   
2. You can send email alerts to a maximum of 5 users within your organization.
   
3. An email alert will be triggered only on the first occurrence of integration failure every 24 hours.