Multiple forms from different Modules in one email?

Multiple forms from different Modules in one email?

Hello everyone,

We're facing an issue with our CRM system regarding the handling of forms across different modules. Our CRM has a Parent Module "A" with five sub-modules, each collecting distinct information and requiring different forms.

Currently, each form has a CRM field to ensure that when a client fills it out, the information updates the correct sub-module. However, we've encountered a challenge when attempting to send emails directly from Module A. Due to the necessity of unique IDs from each sub-module for the form update to function correctly, we're unable to include each form from Module A as desired.

Our goal is to streamline the process and avoid requiring users to manually send emails from each sub-module. Additionally, we want to prevent clients from receiving multiple emails.

Is there a solution or workaround that would allow us to send forms from the Parent Module "A" while still ensuring proper functionality and avoiding duplicate emails for clients?

Thank you for your assistance in resolving this matter.

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

            Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
          • Cloudflare Turnstile is now available in Zoho Forms!

            Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,
          • This festive season, offer discounts with coupon code support in Stripe Checkout

            Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout can
          • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

            Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re
          • New in Zoho Forms: Inline OTP Verification

            Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondents

          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 CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方