Send Zoho Form through Zoho CRM

Send Zoho Form through Zoho CRM

Hoping for some help here or at least a workaround. We our a service business that have new clients fill out an onboarding/company info document about their business. We have built out the PDF as a Zoho Form and it works really well. 

Right now, we just send them a link to the form, they fill it out, and it gets saved in our Dropbox. However, we would really like to be able to send the form from their deal in Zoho CRM or somehow have the completed form automatically saved in their Account or Deal record, so our implementation people could easily find it. 

So, is there a way to send a Zoho Form from the CRM or to tag it where the completed version will save to the deal or account record?


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