Zoho CRM: make company field unrequired from lead.

  • carolinasuccessteam
    Asked on April 3, 2017 at 10:41 PM
    can you remove the company from lead?  I am a real estate agent and need my forms to bring in leads only. Not companies and not contacts. Having to import them as contacts would really cause a lot of issues with my workflows within my crm. Thank you. 
  • David JotForm Support Manager
    Replied on April 3, 2017 at 10:59 PM

    I have forwarded your request to our back-end team to make the company field unrequired for the lead:

    Zoho CRM: make company field unrequired from lead Screenshot 20

    Please note that this request can be approved or declined. If it is approved, there isn't an estimated time-frame for a resolution. You will be notified via this thread if there is any progress on this request.

  • serbay
    Replied on November 27, 2019 at 2:01 AM

    Hello carolinasuccessteam,



    We're happy to inform you that the Zoho CRM integration is now updated to work with the API v2. This is live in our servers and available for you to use. If you have a form that is integrated with the old version, it still will be present for you and should work as you set it, but when you remove this integration you won't be able to use the old version again.

    Here's how it works:

    1. Go to the settings panel and select integrations on the left side and search Zoho integration and authenticate with your account.
     
    1574082613zoho1 Screenshot 10
     
    2. After that, you can select from the dropdown menu to select the module you want to add a record.
     
    1574082627zoho2 Screenshot 21
     
    3. Select the layout you want to use.
     
     
    1574082650Screen%20Shot%202019 11 18%20a Screenshot 32
    4. Map the fields on your form
     
    1574082666zoho3 Screenshot 43
     
    5. (Optional) You can add notes and attach files to your records.
     
    1574082685zoho4 Screenshot 54
     
    6. Set the trigger to yes so that it triggers your workflow in Zoho CRM.
     
    1574082698zoho5 Screenshot 65
     
    7. If you want to update or keep an existing record just set the preferences for records that are already in Zoho CRM, select the fields you want to check your new submission against. After that just click "Save" to complete the integration!
     
    1574082716zoho6 Screenshot 76
     
     
    You can also required/unrequired the company field from Leads Module.
     
    If you need any assistance, do not hesitate contact again.
     
    Regards.