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

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 CRM. When the form consists of deal information is entered or edited, the corresponding changes are made to the specific deals record in your account. 

How to configure 
You may want to create a new deal or update a new deal using the form entries. In the CRM integration setup, you need to choose the module as the Deals and choose the layout based on your requirements. Map the form fields to the fields in the Deals module, whose values you need to update. 



For example, the Deal Status can be captured using dropdowns or radio buttons. Remember to make sure the option values match the exact Deal Names in Zoho CRM. On form submission, the changes are automatically processed into the respective CRM record.



This can be a great time-saver—but that's not all! For more discussion on the different workflows in Zoho Forms that can help you work more efficiently with Zoho CRM, check out our upcoming series.  

Best, 
Prasana.



If you have any questions or feedback to share, feel free to comment below or   drop us an email at   support@zohoforms.com.





    • Sticky Posts

    • 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
    • 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 #4: Add related lists to Zoho CRM records using form responses

      How to add a related list to new or existing CRM records using forms? Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list.   You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this: Adding a
    • Add your brand logo to your forms

      What's in a logo?  Everything. Imagine you're getting home after a tiring day at work, absolutely famished. Then you see the warm yellow glow of the golden arches in the distance, waiting to envelop you in its warmth. What else do you do but pull up at the drive-thru?  A brand is something familiar. It should give customers a sense of homecoming every time they decide to come back to it. With that in mind, a logo is the face of your brand. It solidifies your brand's presence with its potential to