Understand builder for Zoho CRM form

Understand form builder for Zoho CRM form

The form builder for the Zoho CRM integrations form enables you to:

  • Manage fields in your form:
    • Add fields to your form: The field palette in the form builder lists all the fields present in the selected module of Zoho CRM. You can add the required fields to your Zoho CRM integrations form.
    • Rearrange fields on your form
    • Delete fields from your form: Deleting a field from your Zoho CRM form removes it from that form and lists it back in the field palette. As the data submitted through the integrations form is not stored in Zoho Creator, you do not lose any data when you delete a field from your Zoho CRM form.
  • Configure the form's properties
  • Rename the form: You can set the form's name and link name.
  • Delete the form: As the data submitted through the integrations form is not stored in Zoho Creator, you do not lose any data when you delete your Zoho CRM form from your app.

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