1. Using the Upsert Record action while adding a new record - if a record with identical value exists in Zoho CRM, it will be updated with the new values. If not, a new record will be created in Zoho CRM. 
2. Using the Update Record integration setup - While you can use the Upsert Record action to update existing records in Zoho CRM with new values, but, if you want to let your respondents view and modify certain records in Zoho CRM using your form, you can use the Update Record option in Zoho Forms. To use the Update Record option, you must add the Zoho CRM field to your form which looks up records from the Zoho CRM modules and prefills the fetched data in the form. The respondents can edit the prefilled data in the form and submit their entry. The Update Record option replaces the existing records in Zoho CRM with the modified values. You can also send a pre-filled form to a list of contacts in your Zoho CRM and update their responses in Zoho CRM.

Update Record Setup

Using the Upsert Record action

1. In your form builder, navigate to the Integrations tab and click Zoho CRM from the left menu. Click Integrate.
   
2. Select the required Zoho CRM Module and Layout to which you want to push your form data and map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields.
   
3. Once all the fields are mapped, you can select the Upsert Record option under Actions and save the integration. Learn more about the Upsert Record action.

1. Add and configure the Zoho CRM field in your form.
   

2. Navigate to the Integrations tab and click Zoho CRM.
   

3. Click Update Record.
   

   You will see Update Record only after you haver added the Zoho CRM field to your form.
   The Module, Layout, and Lookup Selection selected while configuring the Zoho CRM Field in your form will be auto populated.

4. Map the Zoho CRM fields that you wish to update with the corresponding Zoho Forms fields.
   
   
   
   

5. If you have a Subform in Zoho Forms, you can map the Subform fields that you wish to update with the corresponding Subform fields in Zoho CRM.

   Note:  When you update Subform entries in Zoho CRM using the Update Record option, all existing entries in Zoho CRM Subform will be erased, and replaced with the new values.
6. While integrating your form with a module, you can configure a Lookup filter to look for existing fields in Zoho CRM that match the response of a form field under Lookup Mapping.
   Note: Lookup Mapping section is available only when you have added the Lookup Field in Zoho CRM.

7. You can select the Actions to be triggered in Zoho CRM each time an entry is updated in Zoho CRM via Update Record option.
   

8. Click Integrate to save your settings.

Automation & Process Management
This option triggers your Workflow Rules, Blueprint, CommandCenter, and Approval Processes in Zoho CRM while updating an existing record via Zoho Forms.

Note: Reviewing processes are not supported while updating records.

Attachment & Signature
This option sends attached files and signatures from Zoho Forms to your Zoho CRM account while updating an existing record in Zoho CRM. The following attachments can be pushed from Zoho Forms to Zoho CRM:

1. Signatures
   
2. File upload/ Image Upload field attachments
   
3. Merged documents (only the documents sent via email notifications can be pushed to Zoho CRM)
4. PDF of form submissions
   You can choose to push the Default Template, Custom Template(s), PDFs sent in form submission workflows, and PDFs sent in approval process as attachments to Zoho CRM.

• If you choose PDFs in form submission workflows, the PDF template sent to the respondent after submitting the form (for example, the PDF downloaded from the Thank You page, or any PDF sent via email notification) will be pushed to Zoho CRM as an attachment. 
  

• If you choose PDFs in approval process, the PDF template sent to the respondent along with the Final Approval Email will be pushed to Zoho CRM as an attachment.