Zoho Integration: connect with modules and lists

  • Profile Image
    Alechko2
    Asked on November 13, 2018 at 07:43 AM

    Hi,


    Can I integrate Jotforms with modules in Zoho CRM other than Contacts and Leads?


    Thanks

  • Profile Image
    cansu
    Answered on November 13, 2018 at 08:42 AM

    Hi,

    Yes, you can and it's so easy! 


    Please follow the steps;

    https://www.jotform.com/help/409-How-to-Integrate-JotForm-with-Zoho-CRM


    With Zoho Integration, not all field types are supported.

    Supported fields are the following:

    - Text Box

    - Dropdown

    - Check Box

    - Radio Button

    As much as possible, use the Full NameEmail, Address and Phone Number fields. They work best as counterpart fields in Zoho.

    Thanks.

  • Profile Image
    Alechko2
    Answered on November 13, 2018 at 08:59 AM

    Dear Cansu,

    Please read my question... 

    I did not ask about the type of fields I asked about Zoho CRM modules in other than Contacts and Leads?

    1542117564zoho and jotforms.png

  • Profile Image
    arthurprc
    Answered on November 13, 2018 at 11:29 AM

    Hi there,

    It seems that you would need to create a custom list view for the specific modules.

    1542126515customviews.png

    Reference:


    https://www.zoho.com/crm/help/customization/list-views.html#Create_Custom_List_Views

    I didn't replicate the issue yet but I've checked it. In case you need further assistance, please just ask and we'll do any required tests to ensure that it works fine on your end.

    Let us know if the issue persists.

  • Profile Image
    Alechko2
    Answered on November 13, 2018 at 03:06 PM

    Hi, 

    As you see in my screenshot, there is only 2 options: contact and lead.

    I don`t have all the list you show.

    Or you mean all this in my Zoho account?

  • Profile Image
    arthurprc
    Answered on November 13, 2018 at 04:15 PM

    Hi there,

    You're right, I've suggested creating a custom list view on your Zoho account.

    Instructions: https://www.zoho.com/crm/help/customization/list-views.html#Create_Custom_List_Views

    It should display in the Jotform settings afterward.

  • Profile Image
    Alechko2
    Answered on November 14, 2018 at 09:09 AM

    thx