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

  • 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 Screenshot 10

    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 Screenshot 21


    Kind Regards,

    Chris


  • Kiran Support Team Lead
    Replied on December 24, 2018 at 2:05 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!

  • serbay
    Replied on November 27, 2019 at 2:07 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.
     
    1574082613zoho1 Screenshot 10
     
    2. After that, you can select from the dropdown menu to select the module you want to add a record.
     
    1574082627zoho2 Screenshot 21
     
    3. Select the layout you want to use.
     
     
    1574082650Screen%20Shot%202019 11 18%20a Screenshot 32
    4. Map the fields on your form
     
    1574082666zoho3 Screenshot 43
     
    5. (Optional) You can add notes and attach files to your records.
     
    1574082685zoho4 Screenshot 54
     
    6. Set the trigger to yes so that it triggers your workflow in Zoho CRM.
     
    1574082698zoho5 Screenshot 65
     
    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!
     
    1574082716zoho6 Screenshot 76
     
     
    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.