Integrating Your Forms with Zoho CRM

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2 years ago

Maximizing Efficiency with Zoho Forms

Connecting your form to Zoho CRM is an excellent way to enhance the functionality of Zoho Forms. Our team is streamlining a previously tedious process, allowing for the swift acquisition of new data that can be analyzed and implemented immediately.

Methods of Integration

There are three primary ways to integrate a form with Zoho CRM:

Adding a Lookup Column: This allows you to pull data from the CRM as users fill out an online form.
Using Field Aliases: This method pre-populates fields for existing contacts or leads using data from Zoho CRM.
Re-entering Values: After form completion, values can be transferred back into Zoho CRM.

Let’s explore each method in detail.

Enabling Zoho CRM Integration

Adding a Lookup Field

You can pre-populate data in a form by adding a CRM lookup field. Here’s how to do it:

Select Your Form: Open your form under Forms and click Edit to access the Builder menu.
Add Advanced Fields: Click the Advanced Fields button.
Drag and Drop the Zoho CRM Field: Move the Zoho CRM field to the top of your form.
Complete the Properties: Fill in the module and design settings for the lookup reference.
Select Auto-Fill Options: Choose to automatically fill in fields from Zoho CRM based on user input.
Choose Fields for Pre-Population: Map the fields you want to pre-fill in the form.
Save Your Changes: Click the “Save” button to finalize your setup.
Access Your Form’s Link: Copy the internal link for the form.
Setup in Zoho CRM: Go to Setup, Customization, and then to Modules and Fields in Zoho CRM.
Create a New Link: Choose “New Link” and paste the URL you copied.
Save Your Configuration: Now the link will be accessible under the related list for leads.

When users open the form, they will see the Zoho CRM lookup fields pre-populated based on the data you configured.

Using Field Aliases for Pre-Population

This method is useful for pre-populating fields in a form that will be completed by a contact or lead. Here’s how to set it up:

Launch Forms: Navigate to the form you want to connect and hit the Settings button.
Set Field Aliases: From the left menu, choose Field Alias and hit the Set Alias button.
Choose Fields to Map: Select the fields you want to map, such as First Name and Last Name.
Input Data: Enter the aliases for each field.
Save Changes: Click “Save” to finalize the aliases.
Insert URL in CRM Workflow: Add the URL into the CRM Workflow Email Template.

When you send out the email with this template, the fields will be automatically filled in based on the provided aliases.

Conclusion

Integrating your forms with Zoho CRM can greatly enhance your data collection and customer management processes. Whether you choose to add a lookup field or use field aliases, these methods will help streamline your workflow and improve the user experience. For more details, visit Zoho Forms.