1. In your form builder, add the Zoho CRM Field from the Form Fields in the left pane of your form builder. 
   
2. In the pop-up, choose the required Module and Layout.
3. Choose between Basic or Advanced search type to look up and fetch records from your Zoho CRM.
   

   Note: Set the required field to look up as mandatory or as a unique field in the respective Zoho CRM module to view it in the list of fields to look up while configuring the Zoho CRM field. 
4. To prefill your form fields with the values fetched from Zoho CRM, select the option to map fields and map the Zoho CRM fields with the corresponding Zoho Forms fields, as shown.
   

   

   If you have assigned numeric/text values to the choices in your form, you can prefill the choice based fields with the assigned values.

   
   

   
   
5. If you have a Subform in Zoho CRM, you can prefill it in Zoho Forms by selecting + Add Subform to choose the required Subform and map the Zoho CRM Subform fields with the corresponding Zoho Forms Subform fields.

   
   

   

   
   

   
   

   
   

   Note: 
   1. You can add a maximum of 5 Subforms by clicking + Add Subform.
   2. Each Subform can hold a maximum of 25 fields.
   
   
6. Click Save.
   

   
   

   For example, if your respondents search for a particular Zoho CRM record using a unique key, such as Last Name (as configured above), when the record is found, the mapped values in the Zoho CRM field setup will be auto-filled into the form fields.
   

   The First Name, Phone, and the Email fields are automatically populated with data from the Zoho CRM record as shown below. User can further modify the auto-filled values, and fill out the other form fields.

   
   
   
   

Using the Zoho CRM Field 

The Zoho CRM Field can be used to: 

• Update a record in Zoho CRM: When you share your form privately within an organization, you can use the Zoho CRM field in the form to look up records from a CRM module and prefill the forms. Your respondents can view and update the values in the form, and the records will be updated in the CRM module. Learn more
  
• Add a related list in Zoho CRM: When you share your form privately within an organization, you can use the Zoho CRM field in the form to look up records from a CRM module and push the form entries to a Related List associated with that record. Learn more
  
• Share prefilled forms from Zoho CRM: You can distribute prefilled public forms to a contact list in Zoho CRM and update records or add a related list.
  

Basic and Advanced Search Type

Basic Search

For a Basic Search, select a Search Field from the dropdown. This chosen field will be used to find and retrieve the required record from your CRM.

Advanced Search

For an Advanced Search, you can define more specific and refined search criteria.

1. Click Configure under Search Criteria.
2. Under Search Field Configuration, select the Search Field you want to use for the CRM lookup and choose the appropriate Operator to execute your search.

Operators:

1. Starts With: This operator finds records where the data in your selected field begins with the characters you specify in the CRM field.
2. Contains:  This operator finds records where the data in the selected field includes the characters you specify anywhere within it.
3. Equal: This operator finds records where the data in the selected field exactly matches the characters you specify.

For example, If your Search Field is "Last Name" and the Operator is "Equals," entering "Roy" will fetch all records in your CRM where "Roy" is the Last Name.

Adding Additional Search Criteria

1. To add further criteria to refine your search results, click Add Criteria.
   For example, to fetch records from "Company Zylker" with a "Title" of "QA," you can set the criteria as follows:
   
   
2. Click Done and save your field.

Note:

1. The field used in Search Configuration cannot be used again in Additional Search Criteria Configuration. 
2. Additional Search Criteria are limited to three conditions.
   

Supported Operators for Search Field Configuration

S. No	CRM Field Type	Supported Operators
1	Single Line, Picklist, Autonumber, Phone, Email, Website	Starts with, Equals, Contains
2	Integer, Bigint	Equals

Supported Operators for Additional Search Criteria 

S. No	CRM Field Type	Supported Operators
1	Single Line, Picklist, Autonumber, Phone, Email, Website	Starts with, Equals, Contains, Not contains, Is empty, Ends with, Is not empty, Not equals
2	Integer, Bigint, Currency, Decimal, Percent, Date, Datetime	Equals, Greater than, Lesser than, Between, Is empty, Is not empty, Not equals

Supported Field Types for Zoho CRM Field

While configuring the Zoho CRM field, you can look up the following fields in Zoho CRM:
Single Line, Email, Phone, Pick List, Long Integer, Number, URL, Auto-Number, Formula with String as the Formula Return Type

You can map the following Zoho CRM fields to the corresponding Zoho Forms fields to prefill the forms:

S. No	Zoho CRM Field	Supported Zoho Forms Fields
1	Single Line	Single Line,  Multi Line, Name, Address, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Email, Website, Phone, Rating, Slider
2	Multi Line	Single Line,  Multi Line, Name, Address, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Email, Website, Phone, Rating, Slider
3	Email	Single Line, Email
4	Phone	Single Line, Phone
5	Pick List	Name (Salutation), Single Line, Dropdown, Address (Country), Radio, Matrix Choice, Image Choices
6	Multi Select	Multiple Choice, Checkbox, Matrix Choice, Image Choices
7	Date	Date
8	Date-Time	Date-Time
9	Number	Single Line, Number, Slider, Rating, Decimal, Currency
10	Currency	Currency
11	Decimal	Decimal, Number, Slider, Rating
12	Percent	Decimal, Number, Slider, Rating
13	Long Integer	Single Line, Number, Slider, Rating, Decimal, Currency
14	Checkbox	Decision Box
15	URL	Single Line, Website
16	Auto Number	Single Line
17	Lookup	Single Line, Name
18	Owner Lookup	Single Line, Name

Supported Zoho CRM Subform Field

You can map the following Zoho CRM Subform fields to the corresponding Zoho Forms Subform fields to prefill the Subforms:

Single Line, Multi Line, Email, Phone, Pick List, Multi Select, Date, Date-Time, Number, Currency, Decimal, Percent, Long Integer, Checkbox, URL.

Supported Modules

You can look up records from the following modules in Zoho CRM using the Zoho CRM Field: