Zoho integration link

  • Profile Image
    paulalexanderbreen
    Asked on December 17, 2013 at 04:29 PM

    Hi All

     

    has anyone out there ever intergrated a form into Zoho?

     

    I've just set up the link for it but cant see in Zoho where the information comes into the CRM

     

    regards

     

    Paul

  • Profile Image
    EltonCris
    Answered on December 17, 2013 at 06:40 PM

    Hi Paul,

    Yes, Zoho has been used a lot, and it should work just fine.

    That depends on what type of list you've integrated your form. It's either, leads, contacts or accounts.

    I've made a test just now, and the form data is submitted to leads successfully. Here's a short video for your guide. http://screencast.com/t/7oa6ROrkTu

    Let us know if you have further questions in this regard.

    Thanks!

  • Profile Image
    paulalexanderbreen
    Answered on December 17, 2013 at 07:17 PM

    Hi

     

    I think I'm going to struggle with Zoho as I cant see how you remane the fields to accept all the information I'm trying to collect from the form

     

    Do you have a basic crm at jotform?

     

    regards

     

    paul

  • Profile Image
    Cesar
    Answered on December 17, 2013 at 10:11 PM

    Best way to work the fields out would be to match the fields you already contain on your CRM and then created them on your form.

    You can also find more CRM Integrated solutions here

    A direct JotForm function to work with the data can be achieved with reports, such as the Excel Report. By exporting the data to excel you can then import the data to given database if needed.

    https://cms.jotform.com/uploads/image_upload/image_upload/global/22358_reports.png

    If you need further support, do let us know. 

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    How-to-Export-Form-Data-to-Excel