Update Record option can overcome the following limitations of the Upsert Record action for updating existing records in Zoho CRM:
All the Zoho CRM fields mapped to Zoho Forms fields to add new record will be updated with the new values in Zoho CRM.
There is a possibility of losing data when blank form fields upsert existing field values in Zoho CRM.
To update a record in Zoho CRM using Zoho Forms,
Add and configure the Zoho CRM Field in your form.
Navigate to the Integrations tab and click Zoho CRM.
Click Update Record. The Module, Layout, and Lookup Selection selected while configuring the Zoho CRM Field in your form will be auto populated.
Map the Zoho CRM fields that you wish to update with the corresponding Zoho Forms fields.
If you have a Subform in Zoho Forms, you can map the Subform fields that you wish to update with the corresponding Subform fields in Zoho CRM.
You can select the Actions to be triggered in Zoho CRM each time an entry is updated in Zoho CRM via Update Record option.
Click Integrate to save your settings.
Configure the setup in Zoho Forms to update record in Zoho CRM.
In your Zoho CRM, enable Pre-population of Data under Settings > MARKETPLACE > Zoho > Zoho Forms.
You can include the pre-configured form's link directly while drafting an email to a selected contact in Zoho CRM or insert the form's link while configuring an email template for a module in Zoho CRM .
Pick your contacts from the Zoho CRM module and send the configured email with the link to a pre-filled form. Learn more about how this option works.
Automation & Process Management: This option triggers your Workflow Rules, Blueprint, CommandCenter, and Approval Processes in Zoho CRM while updating an existing record via Zoho Forms.
Attachment & Signature: This option sends attached files and signatures from Zoho Forms to your Zoho CRM account while updating an existing record in Zoho CRM. The following attachments can be pushed from Zoho Forms to Zoho CRM:
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
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Make the most of Zoho CRM with these useful tips.