Pushing data to Zoho CRM

One of the main benefits of using Zoho Creator is the ease with which we can push a submitted web form to Zoho CRM.

While there is native integration with Zoho CRM that allows us to push data into any module using a simple mapping function, unfortunately, it does not support custom fields (at the time of writing). Until such time that this becomes available, you may use a function with a script as provided. Here's how you push the data to Zoho CRM:

1. From within the app, click on the Workflow tab on the menu at the top of the screen:

   Figure 14.12 – Click Workflow to enter the Workflow menu

2. Click on the Create Workflow button in the center of the screen.
3. Now complete the form that appears subsequently, as illustrated in the following screenshot. Next, click on the Create Workflow button:

   Figure 14.13 – Selecting the triggers for the workflow

4. Click on the Add New Action button on the next screen that appears.
5. Click on...