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Building Expert Business Solutions with Zoho CRM

You're reading from   Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

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Product type Paperback
Published in Aug 2021
Publisher Packt
ISBN-13 9781800564664
Length 352 pages
Edition 1st Edition
Concepts
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Author (1):
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Dominic Harrington Dominic Harrington
Author Profile Icon Dominic Harrington
Dominic Harrington
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Table of Contents (22) Chapters Close

Preface 1. Section 1: Laying the Foundation
2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER 3. Chapter 2: Leads – Getting It Right the First Time 4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth 5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM 6. Section 2: Take Your CRM to the Next Level
7. Chapter 5: Working with Other System and Custom Modules 8. Chapter 6: Game-Changing Workflows and Automations 9. Chapter 7: Essential Systems Administration 10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations 11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
12. Chapter 9: Zoho Campaigns 13. Chapter 10: Zoho Forms 14. Chapter 11: Zoho Survey 15. Chapter 12: SalesIQ 16. Chapter 13: Zoho Analytics 17. Chapter 14: Zoho Creator 18. Section 4: Measure, Learn, Evolve
19. Chapter 15: Building Actionable Reports and Dashboards (CRM) 20. Chapter 16: Best Practices to Adopt and Evolve Your CRM 21. Other Books You May Enjoy

Integrating your form with Zoho CRM

The ability to integrate our form with Zoho CRM is one of the best ways to gain value from Zoho Forms. We are automating what would have been a manual process and also speeding up the process by allowing our team to view and act upon new information immediately.

There are three ways we may integrate a form with Zoho CRM:

  • Adding a CRM lookup field: This is a method of pushing data from the CRM to a form where the form is being completed by a Zoho user.
  • Pre-populate fields using a field alias: This is an alternative way to push data from the CRM to a form, where the form is completed by a contact or lead that exists in Zoho.
  • By pushing the values of a completed form back into Zoho CRM upon completion.

Let's take a look at each of these in turn.

Adding a CRM lookup field

Adding a CRM lookup field will allow you to pre-populate fields when a form is being completed by one of your Zoho users. The following steps guide...

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