Which fields are allowed in Zoho integration

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    Brad Nickel
    Asked on February 11, 2013 at 04:26 PM

    I seem to be unable to map core fields in Zoho with fields in my forms. Examples: I have a Country and State field in my form and have Zoho mapped to Lead type entry. In a lead, there is a country and a state field, but when I go to map fields in the Zoho integration windows, State and Country are not available. I've created a custom field called State1, but that is not a viable solution for getting lead data in correctly. See screens below. 

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

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    jeanettebmz
    Answered on February 11, 2013 at 05:54 PM

    You would need to use the Address field available under Quick Tools , for the Form

    You can customize the fields in Zoho CRM side, you can even remove some of them.

    Simply click on Edit Page Layout (Within the Create Lead option) 

     

     

    You will get another screen with the list of fields. You can remove the fields or create an entire section with custom fields. As on my example below, the fields in zoho were made according to the Form's layout


     

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    captiva
    Answered on February 11, 2013 at 09:47 PM

    Thank you for your reply, but unfortunately, unless there is some way I can get rid of other fields in the Quick Tools Address entry, then it's not a workable solution. As a marketing executive, my goal with landing pages is to reduce the number of fields in a form to the smallest number possible in order to increase the conversion rates. The more fields on the form the less submissions will be received. In this particular instance, I am trying to eliminate the number of fields required, while also having data I need like Country and State so I can assign lead nurturing by sales person and then use drip marketing to slowly introduce the sales person to the potential prospect that has downloaded the ebook. 

    I looke under properties for the Address fields in Jotform and don't see any way to eliminate the fields I don't want in it. 

    In addition. I am also making the State field only appear if the user chooses United States as country. The ideal situation is the ability to map any field to any field in Zoho as long as data type matches up. 

    If I am missing something in the capabilities, then please let me know and my apologies for wasing time. 

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    jeanettebmz
    Answered on February 11, 2013 at 10:07 PM

    In that case, delete the address field as there is no way to delete lines in that field.

    Then, add 2 dropdown menues and set Countries and US states respectively

    In your Zoho lead, do the same , add a textbox or dropdown menu for each section to get only the info you really need

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    captiva
    Answered on February 11, 2013 at 10:39 PM

    I already have it set up that way, but it's not really a workable solution and that is the reason for my original post. We have a lot of data in zoho that is already mapped to the Zoho state and country fields, to add new fields for that data means that all of the other functionality we use in Zoho for reporting is not available to us for this new data. May I suggest that being able to map any field to any field would be the ideal solution or at very least being able to pick each address field separately and then map to those would be helpful. 

    Thanks again for your help.

    Brad

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    jeanettebmz
    Answered on February 11, 2013 at 10:51 PM

    I am not sure if this is feasible due to validations.

    At any rate, I'll open a ticket to request this feature , but I cannot assure you an ETA or if it will be feasible at all

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    captiva
    Answered on February 11, 2013 at 11:31 PM

    Thank you. I guess it would be good to know why there is a need for bundled address fields. I can see it as a time saver, but from a best practices marketing perspective, being able to individually use some fields in the form is much better. Maybe if the mapping to address is necessary, it would make sense to have a properties tag of some sort that lets the user allocate specific fields to the available address fields. That way, a user could add a text or drop down field and then tag it as Address1 or State or Country. 

    Again, thank you for suggesting it and thank you for the excellent and responsive support. You guys are ezcellent. 

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    Goldo
    Answered on February 12, 2013 at 05:01 AM

    A request has been made to our developers. We will let you know once an update is made.

    Thank you for the feedback.