Create a zoho form that captures client data in Zoho CRM module
I manage in person training courses.
My CRM has a list of participants/contacts
I have a module called
Course Types
Course A
Course A
Course B
Course C
I have another module called Scheduled Course - These are the courses we have scheduled. Scheduled courses and Course Types are connected
Schedule Course
Schedule Course
Course A: Section 1:
Course A: Section 2
Course A: Section 3
Course B: Section 1
Course B: Section 2
Course B: Section 3
I have another module called Enrollment
That creates a new record for the contact and shows them as either registered, or course completed in relation to the Schedule course module
After each completed course I want to use a zoho form and ask the participants what their interest in the other types of course we offer. So I have a form that asks are you interested in:
Course A
Course B
Course C
I use check boxes on the form.
How do I integrate the collection of data from the zoho form into my crm in relation to course type. I would like to eventually have an automation that changes the status from interested in the course type module to registered in the scheduled course module.
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