- hastiefitnessAsked on March 20, 2017 at 06:50 PM
I have successfully integrated zoho crm and authenticated the account.
I have also set matching fields to match with zoho.
I completed and submitted my own details in my form and the payment was successfully processed and an email received for my payment and registration, unfortunately, this did not create a new lead in zoho.
I would like to create a match the field from ZOHO called "offer" to the jotform field "Special Offer:" or the jotfield hidden field "Offer:". Unfortunately, I only just created the zoho field called "offer" and it will not appear in the "+add new field" list in jotform even after waiting and refreshing over a period of time
I would like to remove a "matching field" from the zoho integration called "Lead Status" which I had matched with "special offer:" from the jotform form. unfortunately, after i click complete integration and refresh the page, the changes are undone and the matching fields re-appear on the list.
Please help me!
Thank you in advance...Page URL:
- JotForm SupportKiranAnswered on March 21, 2017 at 12:48 AM
I have tested the Zoho integration with the cloned version of your form and see that the integration is working fine at my end. However, I wasn't able to check with the custom field since I am having a Free edition.
As I check your JotForm, the field offer is a dropdown list and it is having only one option. This field is not having the option selected by default and it could result in sending a blank value to the custom field in Zoho. You may consider using a textbox field with the text as a default value or select the option in the dropdown as the default selected value.
Whatever the field you use on the form, please make sure that the custom field is also having the same field type.
You may remove the matching field from the integration by clicking on X icon.
After removing the field, please try saving the integration and then access the integration wizard to add the new field.
Also, please try reintegrating to Zoho using a different Auth Key or using login method to see if that works. Please get back to us if the issue still persists.
- hastiefitnessAnswered on March 21, 2017 at 01:46 AMI think there was a misunderstanding...
In your image, you are selecting "Offer:" from the options available on the
form. I was trying to select "offer" from our zoho modules in the left
column where you have selected "description".
That's okay, I have resorted to selecting "lead source" from our default
zoho options in the left column which should be suffice.
The issue now is that the on submission, the details are not appearing in
zoho. No new lead is being created for the fields to be populated.
I have used a new authentication code and resubmitted the form using my own
personal details and payment details. There is no new lead appearing in
zoho to show for this submission.
Please help me resolve this issue...
COMMIT - ACHIEVE - INSPIRE
- JotForm Supportashwin_dAnswered on March 21, 2017 at 07:46 AM
I did check the zoho integration and matching fields as well but did not find any issue with that. Can you please let us know the fields types which you have in your zoho lead? What is the field type for "Lead Source" in your zoho account lead?
Please let us know and we will take a look.
We will wait for your response.
- hastiefitnessAnswered on March 21, 2017 at 09:46 AMWe have resolved the issues.. thank you!
COMMIT - ACHIEVE - INSPIRE
- JotForm SupportKiranAnswered on March 21, 2017 at 12:04 PM
Great! We are glad to see that the issue is now resolved for you. Please do not hesitate to get back to us if you need any further assistance. We will be happy to help.
Thank you for using JotForm!