Leads are not being sent to integrated ZOHO CRM.

  • schanda1989
    Asked on September 6, 2017 at 5:47 AM

    And, I have integrated the form with ZOHO CRM also, but no leads are getting generated after form submission.

    Can you please tell me: Why this problems are happening ?

    Waiting for your reply.

    Thanks a lot 

  • seth
    Replied on September 6, 2017 at 9:05 AM

    Hello,

    I cloned your form and tried to integrate it with Zoho CRM. I see that you need a Company name field to integrate your form with Zoho but your form doesn't include that field:

    Leads are not being sent to integrated ZOHO CRM Screenshot 20

    Please add that field and try again. You can use the Project Description field to match the required field.

    I further investigated the issue and I can't complete the submission process when the form has a payment field and it is integrated to Zoho. I ask more information from our developers. I will inform you as soon as possible. In the mean time, you can try the integration after removing the payment field.

    Please give it a try and turn back to us.

    Regards.

  • schanda1989
    Replied on September 6, 2017 at 9:35 AM

    Thanks,

    I will wait for your reply.

    And, I have used this form with ZAPIER to create ZOHO invoice, when someone submit this.

    Though it's also not happening with me.

    Waiting for your help

  • seth
    Replied on September 11, 2017 at 3:13 AM

    Hello again,

    I couldn't obtain PayPal express credentials hence I couldn't test the issue with PayPal Express. 

    I used Chargify to test the issue and I couldn't replicate it.

    Please try using Zoho integration only. You don't need to use Zapier to integrate with Zoho.

    Please give it a try and turn back to us with the results.

    If you are getting security error with the PayPal express integrated, the issue is related to the PayPal account you are using:

    Leads are not being sent to integrated ZOHO CRM Screenshot 20

    Awaiting your response.

    Thanks.