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...
