Zoho Integration: Ability to integrate forms with more modules viz., invoices

  • Profile Image
    Bali-Chris
    Asked on December 23, 2018 at 11:40 PM

    Hi there,

    currently Zoho CRM integration only supports creating leads and contacts:

    1545626410Screenshot 2018-12-24 12.38.08

    But I would like to create invoices and add the booking information to the client account as well. Are there any plans to add support for other modules than just leads and contacts?

    1545626429Screenshot 2018-12-24 12.39.11


    Kind Regards,

    Chris


  • Profile Image
    Kiran
    Answered on December 24, 2018 at 02:05 AM

    We have now forwarded the thread to our backend team as a feature request. Unfortunately, we cannot provide any ETA at this moment. However, if there is any news you'll be updated here on this thread. 

    Thank you!

  • Profile Image
    serbay
    Answered on November 27, 2019 at 02:07 AM

    Hello Bali-Chris,

    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.
     
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    2. After that, you can select from the dropdown menu to select the module you want to add a record.
     
    1574082627zoho2.gif
     
    3. Select the layout you want to use.
     
     
    1574082650Screen%20Shot%202019-11-18%20a
    4. Map the fields on your form
     
    1574082666zoho3.gif
     
    5. (Optional) You can add notes and attach files to your records.
     
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    6. Set the trigger to yes so that it triggers your workflow in Zoho CRM.
     
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    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!
     
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    You can also create a record in  all modules and custom modules (in your Zoho Workspace) using the new Zoho Integration.
     
    If you need any assistance, do not hesitate to contact again.
     
    Regards.