Adding a new record to a Zoho Vertical module

Using the Zoho Forms - Zoho Vertical integration, you can automatically push your form responses into Zoho Vertical modules each time a new form entry is received. You can also trigger certain actions in Zoho Vertical such as Workflow Rules, Assignment Rules, etc. while pushing the form entries.

Adding form entries to CRM automatically

Integration Setup

To push your form entries to Zoho Vertical,

Navigate to the Integrations tab and click Zoho Vertical under CRM section.
Click Integrate.
Select the required Zoho Vertical Module and Layout to which you want to push your form data.
Map all the mandatory Zoho Vertical fields to the corresponding Zoho Forms fields. To map more fields, click + Add fields.
While integrating your form with a module, you can configure a Lookup filter to look for existing fields in Zoho Vertical that match the response of a form field under Lookup Mapping.
Note: Lookup Mapping section is available only when you have added the Lookup Field in Zoho Vertical.
If you have attachment fields in your form, you can map them to the respective Zoho Vertical 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 Vertical, 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 Vertical.
Once all the fields are mapped, you can select the necessary actions to be performed in Zoho Vertical when your form data is pushed.
Click Integrate to save your settings.

Supported Modules

You can integrate your forms with the following Zoho Vertical modules:

Standard Modules:

Leads, Contacts, Accounts, Potentials, Campaigns, Cases, Solutions, Products, Price Books, Vendors, Events, Tasks, and Calls.

Custom Modules:

Zoho Forms can be integrated with all custom modules in Zoho Vertical.

Supported Attachment Fields

S. No	Zoho Vertical 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 Vertical.

S. No	Zoho Vertical 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, Payment Transaction ID
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, Payment Transaction ID
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 Vertical while adding a new record

While pushing form data to Zoho Vertical, you can choose to trigger certain actions in Zoho Vertical.
Trigger actions

Automation & Process Management

This option triggers your Workflow Rules, Blueprint, CommandCenter, Approval Processes, and Review Processes configured in Zoho Vertical while pushing form entries.

Attachment & Signature

This option pushes attachments associated with each form entry to the selected Zoho Vertical module. The following attachments can be pushed from Zoho Forms to Zoho Vertical:

Signatures
File upload/ Image Upload field attachments
Merged documents (only the documents sent via email notifications can be pushed to Zoho Vertical)
PDF of form submissions

You can choose to push the Default Template, Custom Template(s), PDFs sent in form submission workflows, and PDFs sent in approval process as attachments to Zoho Vertical.

If you choose PDFs in form submission workflows, the PDF template sent to the respondent after submitting the form (for example, the PDF downloaded from the Thank You page, or any PDF sent via email notification) will be pushed to Zoho Vertical as an attachment.
If you choose PDFs in approval process, the PDF template sent to the respondent along with the Final Approval Email will be pushed to Zoho Vertical as an attachment.

Note: If you have configured your file attachments to be stored using Manage Form Attachments, in one of the supported external storage services, only the attachment link from the configured service will be pushed to the Zoho Vertical module. Supported external storage services are Zoho WorkDrive, Google Drive, Dropbox, OneDrive, and Box.

Approval

This option pushes form entries to an approval list of the selected module in Zoho Vertical instead of adding them to the module directly. You can manually approve these records in Zoho Vertical to add them to a module or discard the spam entries.

Upsert Record

This option lets you update existing records in Zoho Vertical with new values. Upon selecting this option, if a record with identical value exists in Zoho Vertical, it will be updated with the new values. If not, a new record will be created in Zoho Vertical. You can arrange fields in the order of preference for upsertion.

Here's how upsert works:

For example, you arrange an Email field before a Company field. When a form is submitted with the Company as Zylker and Email as rebecca@zylker.com,

First, it is checked if the email rebecca@zylker.com exists in Zoho Vertical. 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 Vertical, 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 Vertical.
You can also choose to overwrite existing values in Zoho Vertical 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 Vertical will be displayed in the Upsert Record option in Zoho Forms.

Assignment Rules

This option triggers the Assignment Rules configured in Zoho Vertical when form entries are pushed to a Zoho Vertical module.

To do this,

You must first configure assignment rules for the selected module in Zoho Vertical under Setup > Automation > Assignment Rules .
All the assignment rules configured in Zoho Vertical 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.

This option lets you add a Tag name to the records that are pushed to Zoho Vertical from Zoho Forms. You can create a new tag by selecting Add Input Manually or use form responses to tag records. You can also enter existing tag names created in Zoho Vertical to associate pushed records with that tag.

Tag Records

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.

Set Alert on Integration Failure

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.

Note:

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.