Zoho integration is not working on my Form

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    mmaddux
    Asked on October 06, 2012 at 01:12 AM

    Unfortunately, I'm not having any luck getting the Zoho integration to work. The form submission data just isn't passing through to Zoho. I built the form, connected with the Zoho Integration, matched up my fields and no data transfers to Zoho.

     

    One area I'm confused about is the fullname field. Zoho has first and last name fields. Are these pre-programmed to automatically integrate?



    This is a re-post of a comment on Build & Maintain Customer Relationships with Zoho CRM

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    moonzkie
    Answered on October 06, 2012 at 01:32 AM

    Hi,

    We are terribly sorry to hear that. Have you tried removing your form's current integration to Zoho and redoing it? If not, please do, then get back to us if it produces the same result.

    We will gladly await your updates.

     

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    mmaddux
    Answered on October 08, 2012 at 12:55 PM

    After a live chat session with Neil from Jotform, and a lot of trouble shooting, I've discovered the problem and it is probably something everyone testing the ZohoCRM integration should know.  If you already have an e-mail address as a Zoho contact or account and are using that same e-mail address to test if leads will appear in Zoho using your newly created Jotform, they won't, hence, the red alert.  The reason this won't work is because the e-mail address is already in the system.  The problem with the way it currently works is that if an old contact fills out a new lead form, you'll never know so you'll never get back to them.

    On the flip side, if you are using an e-mail address to test with, and another lead exists with that same e-mail but it is not used within a contact or account, then the lead will update itself instead of create a duplicate lead which is kind of useful (as long as it moves the existing lead to the top of the list).

    Any response from Jotform on the logic behind this would be useful.  Thank you for a great product.

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    mmaddux
    Answered on October 08, 2012 at 04:36 PM

    Can you keep me posted on what you plan to do with the fact that new leads aren't accepted by the CRM if they are from an e-mail address already in the database? The real world problem with this is that we won't know the old customer tried to contact us.  Zoho has a merge feature so having the lead show up wouldn't be a bad thing.

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    emrew86
    Answered on November 21, 2012 at 03:30 AM

    Hi mmaddux, are you still having this issue? If yes, can you give me a sample form please ?