How to Integrate Your Zoho Forms with Zoho CRM Custom Module

By utilizing Zoho Forms, you can make a tweaked structure, appropriate for your business prerequisites and send it to your clients for gathering data. Making a structure is basic utilizing the WYSIWYG (what you see is the thing that you get) editorial manager, which permits you to move the necessary fields onto the structure manufacturer. Though in Zoho CRM, every one of your clients’ subtleties is put away. A joining of the two expects you to set up a couple of things in both the items.

 

On setting up the reconciliation in Zoho Forms

 At the point when the form is presented, the subtleties can be caught as:

  • Another record
  • A connected rundown to a record

 

Adding the Zoho CRM field in the structure permits you to:

  •  Maneuver records data from CRM onto your structure.
  •  Update existing records upon structure accommodation.

 

Utilizing Zoho Forms, you can without much of a stretch form an online form for all your business requirements. Make and modify the form, add the necessary fields, and send it to your clients consequently encouraging information assortment. It permits you to catch the form entries in Zoho CRM and pre-populate certain information, for example, name, email, and so forth from CRM in your form.

 

By coordinating Zoho Forms with Zoho CRM, you can do the accompanying:

  •  Pre-populate information from Zoho CRM to your form.
  •  Drive information from form entries into Zoho CRM.
  •  Two-way sync guarantees information to move between Zoho Forms and Zoho CRM.

 

Coordinating Zoho Forms

Integrating Zoho Forms with CRM incorporates the accompanying advances:

 

Stage 1 – Create a form

Utilizing Zoho Forms you can make another form without any preparation or look over the accessible layouts.

Go to: The form and begin assembling your form.
Create-Zoho-Forms

Stage 2 – Add Zoho CRM Field in the form

 

You can relocate the Zoho CRM field inside the form that can help in the following:

  • Send a customized form – Adding the Zoho CRM field permits you to send your current clients a customized form that contains their significant details pre-populated.
  • Push client data to CRM – Once your client presents the form, you should add their data as another record, add notes, occasions, assignments to the connected rundown, update existing records in Zoho CRM.

To add Zoho CRM Field in your form

 

 Drag the Zoho CRM Field in your form builder. In the Add Zoho CRM Field popup do the accompanying:

  • Select a Module from the drop-down rundown.
  • Select the suitable Layout and Field starting from the drop list.
  • Empower the checkbox to plan fields from Zoho CRM with Zoho Forms to auto-populate information in the form from CRM.
  • Guide the fields and snap Save.
    map zoho forms

Stage 3 – Integration from Zoho Forms

 

Coordinating your form with Zoho CRM permits you to

  • Add New Record – The data entered in the form will be added as another record in your CRM account upon accommodation. 
  • Add Related rundown – Notes, Events, Tasks, and so forth will be added as a connected rundown to a current record. 
  • Update Record – The estimation of a current record will be refreshed with the passages made in the form.

 

Field Mapping – This permits you to plan obligatory and different fields from CRM to the comparing fields in the form. The explanation being, at whatever point a form is presented, the information entered in the fields is caught in the fitting fields in Zoho CRM.

 

For instance, the Last name field is included in the form and is planned with the Last Name field in Zoho CRM. Presently when the client presents the form, the last name in CRM will be consequently caught.
Fill-the-form

To coordinate the form with CRM

 

Go to the Integrations tab and pick the necessary capacity to be performed.

 

To add a New Record

  • Go to the Integrations tab > Zoho CRM > + New Record.
  • Select your preferred Module and Layout.
  • Guide the compulsory fields of Zoho CRM with the comparing fields in Zoho forms.
  • To plan more fields from Zoho CRM with Zoho Forms click the +Add Fields button.
  • Select the CRM field starting from the drop list. Applicable form fields will be recorded in the drop-down under Zoho Forms.
  • Select the essential activities to be performed and click Integrate.

 

To add a Related List

  •       Go to Integrations tab > Zoho CRM > +Related list.
  •       Select the Module, Related rundown, Layout starting from the drop list.
  •       Guide the obligatory fields of Zoho CRM with the relating fields in Zoho forms.
  •       To plan more fields from Zoho CRM with Zoho Forms click the +Add Fields button
  •       Select the essential activities to be performed and click Integrate.
  •       Work processes and Attachments are the activities accessible.

 

To Update Record

  •       Go to Integrations tab > Zoho CRM > Update Record.
  •       The Module, Layout picked by you will be shown naturally.
  •       Guide the required fields of Zoho CRM with the relating fields in Zoho forms.
  •       To plan more fields from Zoho CRM with Zoho Forms click the +Add Fields button
  •       Select the fundamental activities to be performed and click Integrate.
  •       Work processes and Attachments are the activities accessible.

 

Stage 4 – Integration from Zoho CRM

By empowering this coordination you can impart the form to your clients with certain data being pre-populated from Zoho CRM in your form.

 

To coordinate Zoho Forms from Zoho CRM

  •       Go to Zoho CRM Setup > Marketplace > Zoho > Zoho Forms.
  •       On the Zoho Forms Integration page click Create Account.
     
  •       This choice will be shown on the off chance that you don’t have a record in Zoho Forms.zoho-forms-integration
  •       Empower the Pre-populace of information flip switch.

Stage 5 – Share with Customers

 

Send Form by means of email

You can send the form to your clients utilizing the email format you have made or by adding the URL in the body of your email. 

Make Email Template If you might want to adhere to a standard email for every one of your clients you can make an email format that bears the URL of the proper form. When made, the fitting layout can be picked and shipped off to your leads or contacts. 

To send form utilizing email formats

  •       Select either Leads or Contacts module and pick the records.
  •       Snap Send Email.
  •       Snap Choose Template and select the format.
  •       Snap Send.

 

To know how Target Integration can assist you with all the important business services around different software solutions, contact us today!

 

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