Update a field in the ZOHO Form, basis numeric value in another field in the same form

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• Siddharth Dwarkani

• Karthik Y

  

• Sticky Posts

• Tip #10: Automatically add tags to Zoho CRM records using form responses

  You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a

• Tip #2: Prefill forms automatically with existing Zoho CRM data

  How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM

• Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms

  When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?"  You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads.  Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out

• ZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond

  Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering the

• Tip #9: Modify deal properties in Zoho CRM using form responses

  How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho

• Recent Topics

• Kaizen #264 - Using zoho-crm Skill to Write Functions

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• Edit Pinned Comments in Zoho Desk

  It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.

• Recover accidentally deleted mail account

  Email account was accidentally deleted from admin console. 

• mail sent to gmail goes directly to spam

  Hi TKIM and SPF are configured and verified. E-mails coming from zoho to my personal gmail account are going directly to the spam folder. How can I solve this? I can send you guys the headers privately if you need to.

• print preview

  We are using microsoft edge, till 12 sep we were getting directly print option. Now we are getting this preview option we have to click print option again. How to bypass this-preview option?

• Shopify Integration: How do I change the default Unit of Measure from KG to PCS

  For those using Shopify with Zoho Inventory, has anyone managed to have imported items default to PCS/EA instead of KG? If so, where is this configured? I can only find weight units in Shopify, not a sales unit of measure.

• flexible subscription plan

  Greetings! We currently have 5 Standard plans, but would like to add 5 mail-lite one just to receive emails (do not need other business features or storage. As Super Admin, I tried to do that my self but didnt see the option on your sales platform. Please

• mail

  We want our tracked links in campaign and journey emails to use our own domain instead of the shared maillist-manage.net domain. We have already created the CNAME links.rexven.com → customer-campaign.zoho.com (DNS only). Does our plan support a custom

• Useless support and impossible to add users for whom I paid for

  Over a week ago i signed up for 5 emails addresses and 10GB, and so far I only have 1 email working, no access to the dashboard. Remote connection with "support"....useless Screen grabs sent to "support" useless Messages to "support"... now not answering

• Mr

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• Reduce Mail Lite Renewal from 2 licenses to 1

  Hello Zoho Support, I have a Mail Lite 5GB subscription with 2 licenses. have deleted the unused user, and now only 1 user/license is being used. My subscription is due for renewal, but the renewal page still shows 2 licenses and does not give me an option

• Adding additional records dynamically to a subset of fields

  I'm trying to create a service ticket layout which will be passed to a Creator application for Field Service Management (FSM) purposes. We need to be able to define a specific subset of service product fields such as "Service Product", "Service Product Serial Number", "Service Product Warranty End Date" and "Service Product Current Warranty Status". We may need to record more than one of these subsets, in case the customer has more than one product which has to be serviced on their site. It seems

• Zoho Books | Product updates | October 2026

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• Push error with Zoho Books and Zoho CRM

  I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.

• Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books

  Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor

• {"code":57,"message":"You are not authorized to perform this operation"}

  In my trial version of Zoho account, I am trying to integrate Zoho CRM Contact Module with Zoho books but when i call API it gives such type of error {"code":57,"message":"You are not authorized to perform this operation"}. I am using refreshed token

• Allow widgets to be placed between native sections in the Ticket Properties panel

  One of our biggest frustrations with the Tickets module is how rigid the Ticket Properties panel is. Every section there is built only from native Zoho Desk fields. We can add sections, rearrange fields, and pick layouts, but we can’t put anything custom

• #13 Understanding Your Zoho Invoice Limits

  Ravi's busiest month was also the month his invoicing stopped working. He had been using Zoho Invoice comfortably for months. Then, just when business picked up, he hit a limit he hadn't expected. The problem wasn't that he had missed a payment or forgotten

• Map Dependency Upgrades in Zoho CRM

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• How to Allocate Incoming Purchase Stock to Specific Sales Orders in Zoho Inventory?

  Hi all, We are using Zoho One Enterprise and need guidance on managing sales order–wise allocation of incoming stock in Zoho Inventory. Our workflow is: A customer order is received, and the Sales Order is confirmed. The sales team immediately creates

• How to disable automatic ticket closure emails for specific outgoing communications?

  Is there a way to disable the automatic "Ticket Closed" email notification for specific tickets or outgoing emails? Currently, every time we send an email to a customer, the system automatically sends a "Ticket Created" email, followed by a "Ticket Closed"

• Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

  Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

• What's new in Zoho Workplace | September 2026

  Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in September. Zoho Mail Compose Options Across Templates You can now use the Undo, Redo, and New List options

• Unable to export reports despite enabled report export permissions

  Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”

• What does "Tickets for Review" do?

  What is the purpose of the va nilla view " Tickets for Review?"

• Set department automatically for incoming calls

  Is it possible, when receiving an incoming call through Zoho Desk (using Twilio integration), for the department to be auto-selected based on the phone line being called? Currently, we have to manually select the department from the dropdown menu when

• Zoho Desk training for administrators in EU and US region

  Hello Everyone, Get ready for the certified Virtual Classroom training for our Zoho Desk users in Europe and the US. Our in-house Zoho Desk expert, @Dheeraj | Zoho Desk, will conduct the virtual classroom training. This training focuses on simplifying

• Support Plan: Recuring Issue

  Hi Zoho Team, Could you please look into this recurring alert and provide clarification on why this restriction is still in place? This issue has become a bottleneck in our workflow, significantly limiting our automation capabilities. We are unable to

• Webinar de Zoho People: tecnología para RR. HH.

  ¿Y si RR. HH. pudiera estar tan conectado con el negocio como el resto de tu organización? La gestión de personas está evolucionando, y los departamentos de Recursos Humanos necesitan herramientas que les permitan ir más allá de las tareas administrativas

• Zoho CRM still doesn't let you manage timezones (yearly reminder)

  This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me

• WhatsApp in Zoho CRM Plus: inbound works, every outbound message fails with crm.bm.msg.failed.undefined since Oct 14 (business stopped)

  Hello Zoho team and community, We are Roxo Inc, a Zoho CRM Plus customer in Florida. WhatsApp is our main sales and support channel, and since October 14, 11:11 AM EDT we cannot send any WhatsApp message from Zoho CRM. We are facing a large drop in sales

• Pushover Notification Module

  Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable

• Problem in Mannual journal in Zoho Books

  When I Put Manual Journal in Zoho Books Software not allow me to select VAT Rate what is the solution United kindgom version

• Zoho CRM's WhatsApp integration now supports multiple accounts, multiple numbers, and custom modules

  Hello all, WhatsApp Business now comes with a few exciting enhancements. So far, WhatsApp integration has worked with a single account and a single mobile number. As reliance on the WhatsApp integration has grown, along with the need for multiple accounts

• E-Mail Blacklist via GUI

  Hello, It would be helpful if the GUI included an option to block specific email addresses (both incoming and outgoing). I want a setting where I can completely block certain email addresses. This means that no tickets can be opened from those addresses,

• 【開催報告】Zoho Championに学ぶ！Zoho Campaigns メール配信の基礎・活用勉強会

  Zoho ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 10月15日（木）、Zoho ユーザーコミュニティ初となる「Zoho Campaigns メール配信の基礎・活用勉強会」をオンラインで開催しました。 今回は、Zoho Campaignsの導入を検討している方から、一斉メールを配信しているものの 現在の設定や運用にを見直したい方まで、28名のユーザーさまにご参加いただきました。 本投稿では、当日のセッション内容をご紹介します。 （セッション資料については登録者限定公開となります）

• Integration

  Can Zoho noted about to get an integration with Dext? I believe will be helpful at least in UK. thanks

• Deleted Module

  I accidentally deleted a module and its fields. Im trying to get it back. Thanks to Youtubers flooding the internet with out of date videos I can't find how to get deleted modules back. The Recycle Bin doesn't have modules. Anyone know how to do thi

• Creating packages according to actual shipping processes

  Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to

• E-invoicing setup not completed in Zoho Books

  My status on the EmaraTax portal appears as linked with Zoho. However, when I try to complete the setup on the E-invoicing tab in Zoho Books settings, I receive an error saying: "E-Invoicing could not be enabled as the FTA portal is currently unreachable.

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