Zoho updated API version

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    DaiquiriUSA
    Asked on February 17, 2020 at 05:43 PM

    Zoho sent this notification that they updated their API from v1 to v2. We have connected jotForm with zoho crm. We want to know if this affects us???

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    JohnRex
    Answered on February 17, 2020 at 06:34 PM

    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.
     
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    3. Select the layout you want to use.
     
     
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    4. Map the fields on your form
     
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    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 multiple actions for various modules inside Zoho CRM using the same integration.

    We have also updated the guide for Zoho integration which you can check for more details here.