Understand integration field

Understand integration field

The Integration field enables your users to establish a relationship between the data in your Zoho Creator app and the data in another SaaS. It features a dropdown list that displays data (present in the target service) and allows your users to select one value from it.

Currently, you can have the integration field lookup data from the following services:

  • Zoho CRM
  • Zoho Recruit
  • Salesforce
  • QuickBooks

Understand adding an integration field

Adding an integration field to your form requires you to define (or select, if already defined) a connection to the target external service. You will need to define a few parameters in addition to the Module and Field from which you intend to lookup data.

Experience on accessing the field

Each time your users access the integration field on your form, Zoho Creator fetches data in real time (from the selected module of the external service).

Features

You can perform the following customizations for the user experience of the integration field on your form:

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