How to integrate a form field with a Zoho CRM lookup field type?
In a Zoho CRM module layout, I have an Accounts module lookup field and in the survey form, I want the user to be able to select from/choose the correct Account name that matches the one stored in the CRM. How do I do this?
I can't use Zoho Forms as the users are not CRM users but they are connected with an Account in the CRM. Also, the list of Accounts applicable for selection in this survey form is a filtered list of all the Account records in the CRM: if there's a possibility to show the list of Account names to the survey user, I want to only show the list of companies that are matching some criteria that I can set.
I can't use Zoho Forms as the users are not CRM users but they are connected with an Account in the CRM. Also, the list of Accounts applicable for selection in this survey form is a filtered list of all the Account records in the CRM: if there's a possibility to show the list of Account names to the survey user, I want to only show the list of companies that are matching some criteria that I can set.
See attached screenshot. What does Zoho Survey software use as unique ID in this case? "Company name" and "Assessment record name" survey form fields are currently single line text input fields.
Topic Participants
WM Yeo
Suganthan R
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