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Integrating a Zoho Form with Zoho CRM

Lesson Progress

Integrating a Zoho Form with Zoho CRM

  • In the top menu, select “Integration”, then “Integrate with Zoho CRM”
  • Select the module and integrate to the Standard layout
  • Then it is a mix and match for which Form fields you want piped into CRM fields in your selected module

Other features include:

  • ability to trigger workflow rules
  • attach the form response as a PDF to the CRM record
  • select a unique field (like email) that enables pre-existing records to be updated instead of creating a duplicate record (“upsert record” option)

Important note: If you have marked other fields as mandatory in the Leads (or other) module builder, you will have to map a Zoho Form field to these fields in CRM because the system does not allow you to create records without those mandatory fields. Watch out for that!

Zoho Forms Help