Zoho CRM Integration | Overview - Zoho Forms

Overview

If you are looking to automate the process of adding data to your Zoho CRM modules, you can use the Zoho Forms - Zoho CRM integration. With this integration, you can push the form entries directly into Zoho CRM modules. 

Zoho Forms-Zoho CRM Integration

This integration lets you establish a two-way interaction between Zoho Forms and Zoho CRM that helps to:
  1. Add a new record in Zoho CRM when a new form entry is received.
  2. Prefill forms with data from Zoho CRM.
  3. Add form entries to a Related List associated with a Zoho CRM module.
  4. Update a record in Zoho CRM using Zoho Forms.

Adding a new record

You can add a new record in Zoho CRM each time a new form entry is received. You can select the field responses that you want to push to Zoho CRM and choose to trigger certain actions in Zoho CRM like Workflow Rules, Assignment Rules, etc., while the form data is pushed.

Add a new record
Learn more about this integration.

Prefill forms

You can prefill forms with data from Zoho CRM. To do this, you must add a Zoho CRM Field to your form and map the Zoho CRM fields with the corresponding Zoho Forms fields that you wish to prefill. The Zoho CRM field looks up records from Zoho CRM and prefills the mapped Zoho Forms fields with the fetched values. 
Prefill forms

Learn more about the Zoho CRM field.
You can push your form entries to Related Lists associated with the corresponding modules in Zoho CRM. Entries to a Related List can be added while pushing a new record from Zoho Forms to Zoho CRM or to an existing record in Zoho CRM using the Zoho CRM Field.
Learn more about adding entries to a Related List. 
Check out an example of adding a Related List (Deal) while pushing a new record to a Zoho CRM module (Contacts).

Updating a record

With the Zoho CRM Field, you can fetch data from Zoho CRM and prefill a form. The prefilled data can be modified and updated in Zoho CRM using the Update Record option.
Learn more about this integration.

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