Creating Contacts from Subform
We publish a curriculum for special educators and have recently released a digital platform where school districts can subscribe. We are using Zoho Forms to gather subscription information. It's working great except for one major issue. We need the form information to integrate with the ACCOUNTS module (which is the school district) in our case AND we need the subform information to integrate with the CONTACTS module. We have two subforms: one to gather the names and email addresses of the elementary level teachers, and one to gather the names and emails of the secondary teachers. This is how we bill the district and monitor who is eligible to access the digital platform.
Currently, we have the form integrating with the ACCOUNTS module. That part is working great. It pulls all the info over as it should and even pulls the subform info into the Account and lists all the teacher info.
The problem is that we need the teachers to be added as CONTACTS so we can email them and have them in our database. It's not helpful to only have them listed on the account. It seems like there should be a simple way to push that info over. Right now we are having to enter teachers manually which is quickly proving not to be a sustainable model. Even when transferring data to an Excel doc and uploading. I would appreciate any help or tips on how to better automate this process! Thank you!
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.