Request for Support - CRM Integration Issues

Request for Support - CRM Integration Issues

  1. I’m reaching out to request assistance with the following items:
    1. Zoho Forms Integration with Zoho CRM

    We are currently using Zoho Forms to send the Global Credit Application form to our customers. The intended workflow is for the form submissions to automatically update the customer’s contact details (e.g. phone number, email address, etc.) in Zoho CRM. However, we've encountered a few issues:
    • Submissions are creating new accounts even when an existing account is already present.
    • The ABN field, which was recently added to autofill the GST/VAT number in CRM, is not updating consistently.
  2. Missing Data in CRM
    We’ve noticed recurring missing fields such as Industry and Account Type were for the accounts newly created. How can we ensure these fields are consistently filled moving forward? Additionally, is there a way to track who is responsible for these incomplete entries?
  3. Data Access Monitoring
    Is there a way to view who outside of our organization may be accessing our database? How to avoid someone from accessing our database outside our organization. 
Thank you in advance for your support. Looking forward to your guidance on these matters.

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          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