Zoho CRM Field

Overview

The Zoho CRM field is a lookup field that helps you fetch data from a Zoho CRM module and prefill your form fields. Prefilling forms with data simplifies the form filling experience for your respondents and saves time. You can also push form entries to Related Lists associated with existing records or update existing records in Zoho CRM using this field. 

Adding Zoho CRM Field

  1. In your form builder, add the Zoho CRM Field from the Advanced Fields
  2. In the pop-up, choose the required Module, Layout, and Field to lookup from Zoho CRM. ​

Note: Set the required field to look up as mandatory or as a unique field in Zoho CRM to view it in the list of fields to look up while configuring the Zoho CRM field. 

  1. To prefill your form fields with the values fetched from Zoho CRM, select the option to map fields and map the Zoho CRM fields with the corresponding Zoho Forms fields as shown. 

  1. Click Save.

Using the Zoho CRM Field 

The Zoho CRM Field can be used to: 

  • Update a record in Zoho CRM: When you share your form privately within an organization, you can use the Zoho CRM field in the form to look up records from a CRM module and prefill the forms. Your respondents can view and update the values in the form, and the records will be updated in the CRM module. Learn more
  • Add a related list in Zoho CRM: When you share your form privately within an organization, you can use the Zoho CRM field in the form to look up records from a CRM module and push the form entries to a Related List associated with that record. Learn more
  • Share prefilled forms from Zoho CRM: You can distribute prefilled public forms to a contact list in Zoho CRM and update records or add a related list.

Supported Field Types

While configuring the Zoho CRM field, you can look up the following fields in Zoho CRM:

Single Line, Email, Phone, Pick List, Long Integer, URL, Auto-Number, Formula with String as the Formula Return Type

You can map the following Zoho CRM fields to the corresponding Zoho Forms fields to prefill the forms:

S. NoCRM FieldSupported Form Fields
1Single LineSingle Line,  Multi Line, Name, Address, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Email, Website, Phone, Rating, Slider
2Multi LineSingle Line,  Multi Line, Name, Address, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Email, Website, Phone, Rating, Slider
3EmailSingle Line, Email
4PhoneSingle Line, Phone
5Pick ListName (Salutation), Single Line, Dropdown, Address (Country), Radio, Matrix Choice, Image Choices
6Multi SelectMultiple Choice, Checkbox, Matrix Choice, Image Choices
7DateDate
8Date-TimeDate-Time
9NumberNumber, Slider, Rating, Decimal, Currency
10CurrencyCurrency
11DecimalDecimal, Number, Slider, Rating
12PercentDecimal, Number, Slider, Rating
13Long IntegerNumber, Slider, Rating, Decimal, Currency
14CheckboxDecision Box
15URLSingle Line, Website
16Auto NumberSingle Line
17LookupSingle Line, Name
18Owner LookupSingle Line, Name

 

Supported Modules

You can look up records from the following modules in Zoho CRM using the Zoho CRM Field: 

Leads, Accounts, Contacts, Deals, Campaigns, Solutions, Products, Price Books, Vendors, and all the Custom Modules.

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