Access CRM Fields in Zoho Creator

Overview

You can now access Zoho CRM Field values within a Zoho Creator form. For example, assume you are creating an Inventory application in Zoho Creator and you have all your product details in Zoho CRM. Instead of adding your product details again in Zoho Creator, you can just access the "Products" module of Zoho CRM and fetch the required values from a Zoho Creator Form. This feature is supported for Paid editions only.

Steps to add CRM Fields in Zoho Creator

1. Drag-and-drop and add the Zoho CRM field to the form. Specify the Label name and select the CRM module from the "Import Data From" list as shown in the screen-shot below.Click Done to add the field to the form.
2. The CRM -> Contacts module is added as a field to the Contacts form in Zoho Creator.
3. When you access the form, click on the "Contacts" icon displayed near the Contacts field to select the required contact from Zoho CRM.
   
4. The related values of the selected CRM record can be used in the script using the getRecords and getSearchRecords task, as described in CRM Tasks help topic.Use the Field ID as the variable name in the script.

   

Related Links

Populate Form Fields based on selection made to a CRM field.