Key Features of the Integration

1. Automated data capture from Zoho Forms directly into Vertical Studio subscriber orgs.
2. Field mapping between form fields and Vertical Studio module fields.
3. Support for creating new records or updating existing records.
4. Pre-fill form fields with data from Vertical Studio records.

1. Real Estate Application
2. Healthcare Application 
3. Education Application 

1. Property Inquiry Form that is connected to the Real Estate application
2. Patient Registration Form that is connected to the Healthcare application 
3. Student Admission Form that is connected to the Education application

For detailed information on form creation, advanced configurations, field mapping behavior, and supported actions, refer to the Zoho CRM - Zoho Forms integration documentation. The functionality remains the same for Vertical Studio.

1. Working with Zoho Forms Integration
2. Overview

Availability and Requirements

1.  Available only for Vertical Studio subscriber organizations
   
2. Supported across all editions: Starter, Growth, and Scale
   
3. Requires an active Zoho Forms account.
   

Enabling the Integration

1.  Log in to your Zoho Forms account. 
2.  Navigate to Control Panel > Zoho Vertical Integration. 
3.  Click Enable.
   
4. A consent window will appear displaying the access permissions required for the integration. Click Proceed.
   

Adding Vertical Studio fields to a Form

1. Open your form in the Zoho Forms builder. 
2. From the Advanced Fields section, click on Zoho Vertical.
   
   
3. In the field settings: 
1.  Select the Vertical Studio org you want to connect to. 
2.  Choose the module.
3.  Select the appropriate layout. 
4.  Choose the search type. 
5.  Select the search field. 
6.  Configure the required field mappings between form fields and Vertical Studio fields. 
4.  Click Save. 
   
   

1. Pre-fill data from Vertical Studio records (based on search criteria) 
2. Create or update records in the selected module upon form submission

Integrating a Form with Vertical Studio

1. Go to the Integrations tab in the Zoho Forms builder. 
2. Select Zoho Vertical. 
3. Choose the required action to be performed. 
   
   

1. Add a New Record

1.  Go to Integrations > Zoho Vertical > + New Record. 
2.  Select the Vertical Studio application, module, and layout. 
3.  Map the mandatory fields from Vertical Studio with the corresponding fields in Zoho Forms. 
4.  To map additional fields, click + Add Fields and configure as required. 
5.  Click Integrate. 
   
   
   
   

2. Add to a Related List

1. Go to Integrations > Zoho Vertical > + Related List. 
2.  Select the Vertical Studio application, module, related list, and layout. 
3.  Map the fields with the corresponding form fields. 
4.  Use + Add Fields to include additional mappings if needed. 
5.  Choose the required actions (such as Workflows or Attachments, if applicable). 
6.  Click Integrate. 
   
   
   
   

3. Update a Record

1. Go to Integrations > Zoho Vertical > Update Record. 
2.  The selected module and layout will be displayed by default. 
3.  Map the fields with the corresponding form fields. 
4.  Use + Add Fields to include additional mappings. 
5.  Choose the required actions (such as Workflows or Attachments, if applicable). 
6.  Click Integrate. 
   
   

Troubleshooting and FAQs

1.  The Zoho Vertical integration is enabled in Zoho Forms 
2.  The form is properly connected to a Vertical Studio application 
3.  Field mappings are correctly configured 
4.  The correct module and layout are selected