Zoho CRM - how to copy one field to another field?

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    Asked on July 14, 2014 at 06:03 PM

    Hi JotForm - great product, I am transitioning from an old server side PHP script over to your service and trying to figure out some hurdles in replicating existing functionality.

    The Zoho CRM integration works great - however - I would like the COMPANY field in Zoho CRM to match Full Name field as input into JotForm.  The Full Name will also consist of what someone input as FIRST NAME and LAST NAME.  In other words, I want my data to duplicate FULLNAME to both Name field and company field.

    I will be using raw source on a php server and not your iframe integration so I think I can resolve this on my end with javascript... Have you ever heard of such a use case?

    Thank you,

    Fred Greenhalgh

    ReVision Energy

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    Answered on July 14, 2014 at 11:11 PM

    Hello Fred,

    If I understand your requirement correctly, you want to send your form's full name field data to go to the two fields of your Zoho CRM. Is that correct?

    Unfortunately it is not possible to achieve your requirement. Please be noted that the form fields needs to be mapped with the Zoho CRM fields and one field can be mapped only once.

    But with a little workaround it is possible to achieve similar feature. Here are the steps you should follow:

    1. Add a new form field in your form to capture company name.

    2. Please take advantage of our "Update a form field value" condition feature to copy the value from full name field to company name. Please check the screenshot below for a sample condition:

    3. Now this company name field need to be mapped with the Zoho CRM company name field. 

    You can copy the full name value to company form field through JavaScript as well since you are using the form's source code but the filed mapping needs to be done in the form editor.

    Hope this helps.

    Do get back to us if you have any questions.

    Thank you!

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    Answered on August 06, 2015 at 12:14 AM

    Nice job.  This helped me out big time.

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    Answered on August 06, 2015 at 01:24 AM

    Hello wolfpaw69,

    You are welcome.

    Do get back to us if you have any questions.

    Thank you!