Zoho Forms - Improve the CRM integration field to query data from more than one module
Hi Forms team,
Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals.
I don't want to duplicate the information in CRM so I end up writing a function in CRM to build a prefill alias URL on the required record. This is a bit messy as it needs to be updated if any of the prefill fields are changed and it also gets quite long so it me makes the CRM record look cluttered.
It would be great if you would consider creating a solution where we can map data from multiple CRM modules into a Zoho Form using the CRM integration field.
Thanks for considering my feedback :)