Zoho form & its Integration

Zoho form & its Integration

What are Zoho Forms? Zoho form and its Integration: Using Zoho Forms, you can easily build an online form for all your business needs. Create and customize the form, add the require fields and send it to your customers thus facilitating data collection. It allows you to capture the form submissions in Zoho CRM and pre-populate certain data such as name, email, etc. from CRM in your form.

For example, Zylker, an apparel store has setup an exhibition and wishes to add the customers as Lead in their Zoho CRM account. To do so, the Manager of Zylker creates a form in Zoho Forms and integrates it with Zoho CRM. Now, when an customer submits the form, their data gets automatically capture as a lead in the Zoho CRM account.

After a month, the Manager wants to update the information of all his customers and get their consent on the new privacy policies of the company.
Hence, he creates the form, pre-populates the name and integrates it such that, the existing records of the customer gets update upon form submission.

Availability

Benefits of integrating Zoho Forms and Zoho CRM?
By integrating Zoho Forms with Zoho CRM, you can do the following:

Pre-populate data from Zoho CRM to your form.
Push data from form submissions into Zoho CRM.
A two-way sync ensures data transfer between Zoho Forms and Zoho CRM.
Integrating Zoho Forms
Intergrating Zoho Forms with CRM includes the following steps:

Step 1 – Create a form

Using Zoho Forms you can create a new form from scratch or choose from the available templates.
Go to: https://forms.zoho.com and start building your form.

Step 2 – Add Zoho CRM Field in the form

You can drag and drop the Zoho CRM field within the form that can help in following:

Send a personalize form – Adding the Zoho CRM field allows you to send your existing customers a personalized form that contains their important details pre-populate.
Push customer information to CRM – Once your customer submits the form, you want to add their information as a new record, add notes, events, tasks to the similar list, update existing records in Zoho CRM.
To add Zoho CRM Field in your form

Drag and drop the Zoho CRM Field in your form builder.
In the Add Zoho CRM Field popup do the following:
Select a Module from the drop – down list.
Select the appropriate Layout and Field from the drop-down list.
Enable the checkbox to map fields from Zoho CRM with Zoho Forms to auto populate data in form from CRM.
Map the fields and click Save.

Step 3 – Zoho form & its Integration

Integrating your form with Zoho CRM allows you to

Add New Record – The information enter in the form, get add as a new record in your CRM account upon submission.
Add Related list – Notes, Events, Tasks, etc, get add as a related list to an existing record.
Update Record – The value of an existing record gets update with the entries made in the form.
Field Mapping – This allows you to map mandatory and other fields from CRM to the corresponding fields in the form. The reason being, whenever a form gets submit, the data enter in the fields gets capture in the appropriate fields in Zoho CRM.
For example, add Last name field in the form and map it with the Last Name field in Zoho CRM. Now when the customer enters submits the form, the last name in CRM will get capture.

Actions – At times you might want to perform certain actions when a form get submit. Zoho Forms allows you to perform certain actions.

Zoho form and its Integration with CRM

Go to the Integrations tab and choose the required function to be performed.
– add a New Record
1. Go to the Integrations tab > Zoho CRM > + New Record.
2. Select the Module and Layout of your choice.
3. Map the mandatory fields of Zoho CRM with the corresponding fields in Zoho forms.
To map more fields from Zoho CRM with Zoho Forms click the +Add Fields button.
Select the CRM field from the drop down list. Relevant form fields come in the drop down under Zoho Forms.
Select the necessary actions to be performed and click Integrate.
To add a Related List
Go to Integrations tab > Zoho CRM > +Related list.
Select the Module, Related list, Layout from the drop down list.
Map the mandatory fields of Zoho CRM with the corresponding fields in Zoho forms.
To map more fields from Zoho CRM with Zoho Forms click the +Add Fields button
Select the necessary actions to be performed and click Integrate.
Workflows and Attachments are the actions available.
To Update Record
Go to Integrations tab > Zoho CRM > Update Record.
The module which get chosen by the user, set to default automatically.
Map the mandatory fields of Zoho CRM with the corresponding fields in Zoho forms.
To map more fields from Zoho CRM with Zoho Forms click the +Add Fields button
Select the necessary actions to be performed and click Integrate.
Workflows and Attachments are the actions available.