Zoho Integration: connect with modules and lists

Hi,

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

Thanks

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 Name, Email, Address and Phone Number fields. They work best as counterpart fields in Zoho.

Thanks.

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?

Hi there,

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

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.

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?

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.

thx