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

    • 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 #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

    • 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

    • Recent Topics

    • Two way sync Zoho Mail and Bookings

      Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

    • Modifying iframe data of Zoho booking iframe

      Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

    • Sending my emails to Spam Folder

      I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them

    • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

      I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.

    • Re: constant rejected email form and to my account

      Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you see

    • How do I redeem credits?

      How do I redeem credits that are shown in billing section?

    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

    • Cannot add IMAP account to "new" Outlook

      Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS number

    • Update Zoho Flow on Sprint Work Item Status Change

      Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding

    • Issue with skip_workflow Not Preventing Edit Workflow Trigger

      Hi Team, I am trying to upload a file to a form in Zoho Creator. However, during the upload, an edit workflow is being triggered. I want to prevent this workflow from running, so I have used the skip_workflow parameter as mentioned in the API documentation:

    • Create Dashboard using data/tables from different workspaces

      Is it possible do create a Dashboard using different tables that are part of different Workspaces? 

    • Este domínio já está associado a esta conta

      quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso?

    • Storage addon failed to upgrade

      Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate

    • no puedo recibir correos

      Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor

    • Default reminders on Emails

      I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requires

    • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

      LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON

    • Send email is not authenticated

      Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".

    • Using Queries with dynamic parameters in Kiosk Studio

      Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

    • Workflow Based on Manual Journal

      Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

    • Zoho sheets to crm and mapping

      i want to know more about mapping the contacts that i upload from the spreadsheet also couldnt able to understand flow

    • Condition-based data sharing rules are now available in CRM

      Dear All,   We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement.   Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRM

    • Automatic Portal invite

      We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

    • Is it possible to trigger the review process when a record is edited?

      Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

    • 【Zoho CRM】ウィザード機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からウィザード機能のアップデート をご紹介します。 今回のアップデートにより、ウィザードの「条件処理ルール」機能が改良され、以前の入力画面の項目を基に条件を設定できるようになりました。 これまでは条件設定が1つの画面内に限られていたため、画面間で情報を関連付ける際に、余分な項目を作成する必要がありました。 今回のアップデートにより、前の画面の情報を利用して次の画面に条件を適用できるため、設定がより効率的になります。

    • Multiple date selection

      Hello, we want create app for our company. We need create tasks for our employers. For example - 1 employer have task every Friday the whole year. Second have task every Monday for 6 months. For simple way create Multiple date selection in date form

    • Last payroll of the year gives me an error

      Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.

    • Partner with HDFC And Sbi Bank.

      Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

    • Send a formatted CV to multiple contacts at multiple clients - and have it associate with both candidate client

      I would like to send a formatted CV of a candidate to multiple contacts at multiple clients and have it kept on the record of all three; client, contact and candidate. I understand how to send an email to multiple contacts at multiple clients - and indeed I am able to attach the CV of a candidate through 'browse'. Obviously this does not associate it with the candidate though, only the contact it is sent to. Is there any way to do this? Thanks in advance.

    • Set organization level access to Knowledge Base and manage duplicate article permalinks (with date appended to them)

      Hello everyone, We have introduced two important updates in the Knowledge Base module: Permissions - A new permission called "Admin access" has been introduced under module permission. Permalink alert - Users will be alerted when an article with the same

    • Language Field on Contact Person-level

      Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Zoho Books email notifications

      Hi, We are currently implementing Zoho books for our organisation. I have 2 questions. 1. Are we able to embed HTML into our emails to make them look as part of our business ? Branding is very big issue for us and i would like to make sure that all branding efforts are carried across into the notification emails.. 2. Is there a way to preview the notifications that are sent out to our customers so we can make sure the look and feel is as we require ? thanks

    • Zoho email setup in office365

      When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

    • Plug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries

      Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. A

    • All notes disappeared

      I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

    • I need help in setting up a script that works for my calling service

      Please i need your guidance and expertise in how to go about a particular scripting. You see, we are a call service that assists companies to receive calls for them, i need to create a system in my Zoho CRM whereby i will receive call from my already

    • Cost Center accounting

      Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? If

    • Impuesto automatico en cotizaciones

      Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto Saludos

    • Formatting of Gantt Chart for PDF export

      Hi all, There really needs to be some improvements to the presentation of exported PDF Gantt Charts. An exported format is the way that most people on a project (other than the PM directly) will consume this data. The current PDF export options are lacking a lot of control. - I'd like to firstly have control over the export size of the PDFs (A4, A3 etc), Currently it seems arbitrary - very large aspect ratio print sizes. - Next i'd like to be able to specify the print date range, and scale (show

    • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

      Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

    • Next Page