In this course, we only walk through the Zoho CRM “advanced field”. Many of the others are cool, too, but this is definitely the most important!

  • Add the Zoho CRM field anywhere in the Form
  • Choose the Deals module
  • Choose the Standard layout (remember, we should almost never use other layouts anyway!)
  • The “Field” you should choose is the Deal Name
  • Check the box to pre-fill values in Zoho Forms and map the company and contact name fields

This will make a lot more sense once we use it! Just know that this field, when the form is sent out from CRM, looks up the specific record in that module (Deals, in this case) and prepopulates our selected Forms fields with data from the CRM record.

Help with the Zoho CRM field

Subform Field in Zoho Forms

Formula Fields