Zoho Creator forms can be embedded on webpages for data collection. Upon submission, a copy of the data can be inserted into any module on Zoho CRM associated with the same account. This is done using the dedicated DELUGE Tasks for Zoho CRM. But what happens if the data already exists on Zoho CRM? Will it be duplicated? Will it be overwritten? Will it be merged?
Well. That which you want, happens.
Take this simple contact form that can be embedded on a website. Presume, for every new contact, you want an entry in Contacts module of Zoho CRM. But if the contact already exists, then you want to update the record. For every new entry, this form fetches records from Contacts Module in Zoho CRM, and checks if the email address already exists. If a match is found, then the other fields are updated. Else, it is added as a new contact on Zoho CRM.
You need to ensure that the field names specified in the script have to be the same as those on Zoho CRM Contacts module. Install this sample application on your account to view the script.
1 Replies to Inserting and updating records on Zoho CRM automatically from Zoho Creator
I am using support.zho.com in our company , i want to changes for upgrate automatically all information in the form by tracking ID. help me.