Zoho CRM Field
The Zoho CRM field is a lookup field that helps you fetch data from a Zoho CRM module and prefill your form fields. Prefilling forms with data simplifies the form filling experience for your respondents and saves time. You can also push form entries to Related Lists associated with existing records or update existing records in Zoho CRM using this field.
Adding Zoho CRM Field
- In your form builder, add the Zoho CRM Field from the Advanced Fields.
-
In the pop-up, choose the required Module, Layout, and Field to lookup from Zoho CRM.
Note: Set the required field to look up as mandatory or as a unique field in the respective Zoho CRM module to view it in the list of fields to look up while configuring the Zoho CRM field. -
To prefill your form fields with the values fetched from Zoho CRM, select the option to map fields and map the Zoho CRM fields with the corresponding Zoho Forms fields, as shown.
If you have assigned numeric/text values to the choices in your form, you can prefill the choice based fields with the assigned values. -
If you have a Subform in Zoho CRM, you can prefill it in Zoho Forms by selecting + Add Subform to choose the required Subform and map the Zoho CRM Subform fields with the corresponding Zoho Forms Subform fields.
Note:
1. You can add a maximum of 5 Subforms by clicking + Add Subform.
2. Each Subform can hold a maximum of 25 fields. -
Click Save.For example, if your respondents search for a particular Zoho CRM record using a unique key, such as Last Name (as configured above), when the record is found, the mapped values in the Zoho CRM field setup will be auto-filled into the form fields.The First Name, Phone, and the Email fields are automatically populated with data from the Zoho CRM record as shown below. User can further modify the auto-filled values, and fill out the other form fields.
Using the Zoho CRM Field
The Zoho CRM Field can be used to:
- Update a record in Zoho CRM: When you share your form privately within an organization, you can use the Zoho CRM field in the form to look up records from a CRM module and prefill the forms. Your respondents can view and update the values in the form, and the records will be updated in the CRM module. Learn more
- Add a related list in Zoho CRM: When you share your form privately within an organization, you can use the Zoho CRM field in the form to look up records from a CRM module and push the form entries to a Related List associated with that record. Learn more
- Share prefilled forms from Zoho CRM: You can distribute prefilled public forms to a contact list in Zoho CRM and update records or add a related list.
Supported Field Types
While configuring the Zoho CRM field, you can look up the following fields in Zoho CRM:
Single Line, Email, Phone, Pick List, Long Integer, Number, URL, Auto-Number, Formula with String as the Formula Return Type
You can map the following Zoho CRM fields to the corresponding Zoho Forms fields to prefill the forms:
| S. No |
Zoho CRM Field |
Supported Zoho Forms Fields |
| 1 |
Single Line |
Single Line, Multi Line, Name, Address, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Email, Website, Phone, Rating, Slider |
| 2 |
Multi Line |
Single Line, Multi Line, Name, Address, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Email, Website, Phone, Rating, Slider |
| 3 |
Email |
Single Line, Email |
| 4 |
Phone |
Single Line, Phone |
| 5 |
Pick List |
Name (Salutation), Single Line, Dropdown, Address (Country), Radio, Matrix Choice, Image Choices |
| 6 |
Multi Select |
Multiple Choice, Checkbox, Matrix Choice, Image Choices |
| 7 |
Date |
Date |
| 8 |
Date-Time |
Date-Time |
| 9 |
Number |
Single Line, Number, Slider, Rating, Decimal, Currency |
| 10 |
Currency |
Currency |
| 11 |
Decimal |
Decimal, Number, Slider, Rating |
| 12 |
Percent |
Decimal, Number, Slider, Rating |
| 13 |
Long Integer |
Single Line, Number, Slider, Rating, Decimal, Currency |
| 14 |
Checkbox |
Decision Box |
| 15 |
URL |
Single Line, Website |
| 16 |
Auto Number |
Single Line |
| 17 |
Lookup |
Single Line, Name |
| 18 |
Owner Lookup |
Single Line, Name |
You can map the following Zoho CRM Subform fields to the corresponding Zoho Forms Subform fields to prefill the Subforms:
| S. No |
Zoho CRM Subform Field |
Supported Zoho Forms Subform Fields |
| 1 |
Single Line |
Single Line, Multi Line, Name, Address, Dropdown, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Email, Website, Phone, Rating, Slider |
| 2 |
Multi Line |
Single Line, Multi Line, Name, Address, Dropdown, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Email, Website, Phone, Rating, Slider |
| 3 |
Email |
Single Line, Email |
| 4 |
Phone |
Single Line, Phone |
| 5 |
Pick List |
Name (Salutation), Single Line, Dropdown, Address (Country), Radio |
| 6 |
Multi Select |
Multiple Choice, Checkbox |
| 7 |
Date |
Date |
| 8 |
Date-Time |
Date-Time |
| 9 |
Number |
Number, Slider, Rating, Decimal, Currency |
| 10 |
Currency |
Currency |
| 11 |
Decimal |
Decimal, Number, Slider, Rating |
| 12 |
Percent |
Decimal, Number, Slider, Rating |
| 13 |
Long Integer |
Number, Slider, Rating, Decimal, Currency |
| 14 |
Checkbox |
Decision Box |
| 15 |
URL |
Single Line, Website |
Supported Modules
You can look up records from the following modules in Zoho CRM using the Zoho CRM Field:
Leads, Accounts, Contacts, Deals, Campaigns, Solutions, Products, Price Books, Vendors, and all the Custom Modules
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Adding a new record to a Zoho CRM module
Table of Contents Integration Setup Supported Modules, Attachment Fields, Field Types Trigger Actions in Zoho CRM while adding a new record Set Alert on Integration Failure Using the Zoho Forms - Zoho CRM integration, you can automatically push your ...Zoho Sheet Integration
Overview If you are looking to store your form responses in a sheet and save the time spent on manual entry of form data into the sheet, you can use the Zoho Forms-Zoho Sheet integration. With this integration, your form responses will automatically ...Zoho SalesIQ Integration
Overview If you are looking to ease the process of tracking your website visitors and engage better with them, use the Zoho Forms-Zoho SalesIQ integration. When a visitor fills out the form embedded on your website, the data collected through the ...Zoho Campaigns Integration
Overview If you are looking to automate adding contacts to the mailing lists in your Zoho Campaigns account instead of adding them manually, use the Zoho Forms - Zoho Campaigns integration. With this integration, you can directly add form respondents ...Zoho Recruit Integration
Table of Contents Integration Setup Supported Field Types Trigger Actions in Zoho Recruit Set Alert on Integration Failure If you are using Zoho Recruit as the recruitment portal for your organization and looking to automate the collection and ...
New to Zoho LandingPage?
Zoho LandingPage Resources