Overview

Zoho CRM Integration

With the Zoho Forms and Zoho CRM integration, you can automatically push your form data into Zoho CRM modules and prefill values in a form from Zoho CRM. 

Table of Contents

With the Zoho CRM integration, there is a two-way interaction between Zoho Forms and Zoho CRM. You can send form data to a CRM module as well as fetch data from CRM and display it in a form. 

This two-way integration helps in solving the following cases:

  • Add a new record in Zoho CRM when a new form submission is received.
  • Prefill forms with data from Zoho CRM.
  • Add a related list in Zoho CRM for a record.
  • Update a record in Zoho CRM using Zoho Forms.

Add a new record

You can add a new record in Zoho CRM everytime a form submission is received. You can choose the field values that you want to send to Zoho CRM and trigger actions in CRM like workflows and assignment rules when form data is pushed to Zoho CRM.

Learn more about this integration.

Prefill forms

To prefill forms with data from Zoho CRM, you must add a Zoho CRM Field to your form. The Zoho CRM Field lets you map fields from Zoho CRM with fields in Zoho Forms so that you can look up and prefill values in the respective fields in Zoho CRM.

Learn more about the Zoho CRM field.

Add a related list

You can add a related list in Zoho CRM whenever a new form submission is made. The related list can be added while pushing a new record to Zoho CRM from a form or to an existing record in Zoho CRM with the help of the Zoho CRM Field.

Learn more about this integration. 

Update a record

With the Zoho CRM Field, you can fetch data from Zoho CRM and prefill a form. The prefilled data can be modified and updated again in Zoho CRM using the update record option.

Learn more about this integration.

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