Checkbox - Integration between Zoho Forms and CRM
G'day!
I'm looking to add a contact to CRM based on the completion of a Form. My only issue is setting a Primary contact checkbox in CRM based on a checkbox on the Form. There appears to be a disconnect between the two applications as the integration set-up does not allow me to choose the checkbox field in the Form when attempting to link it to the checkbox field present in the CRM. A few thoughts/observations...
- Assume that it's seeing these two options as differing field types even though they are both checkboxes.
- I get the message stating "You can map CRM fields only if there are corresponding fields in Zoho Forms."
- Only have this issue when trying to link a single checkbox from CRM with a checkbox from Forms.
Any suggestions? Also, if I'm not being clear, let me know and I'll try to explain better :)
Thanks!
Enjoy today,
Mark
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Take control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to
Introducing Card Forms!
Hello form builders, Zoho Forms is now introducing an elegant, free-flowing fluid design of Card forms that will give your forms a visually appealing look, while avoiding any visual clutter for users who are attempting to answer multiple questions at
Important update in Zoho Forms: Enhancements for improved email deliverability
Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
Form language translation in Zoho Forms
Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
Enhancing user experience with Audio/Video Upload in Zoho Forms
Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.