Is there a way to assign lead owner in Zoho CRM to the lead generated by JotForm?

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    mpaunovici
    Asked on September 22, 2014 at 08:34 PM
    Also, I have more than 1 user in my CRM account, the leads update directly to the administrator, but is there a way to specify who the lead should go to?
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    Welvin
    Answered on September 22, 2014 at 10:03 PM

    Hi,

    Unfortunately, I don't think this is possible in the current CRM integration features. Would you like to request it?

    Thank you!

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    mpaunovici
    Answered on September 23, 2014 at 10:54 AM

    Yes please, that would be amazing if there was a way we could choose which user the lead would generate under. Possibly by adding a drop down box where the client could be asked if they were referred by anyone and list items could be the employee/user it goes to. Or if there was a way in the initial integration set up that you could choose which user the whole form gets sent to in Zoho CRM. Both ways could be workable. 

    Thank you!

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    mpaunovici
    Answered on September 23, 2014 at 11:06 AM

    I just looked at the Lead form in Zoho CRM and if we could add the "Lead Owner" as an available option to map, this could be the most efficient way to track leads based on users in the CRM account. Unfortunately, Lead Owner is not an option that shows up under the mapping section during initial integration. 

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    Kiran
    Answered on September 23, 2014 at 12:32 PM

    Thank you for providing additional information. I am forwarding this to our next level support team for consideration. There is no ETA at the moment. If there is any progress, you shall be updated through this thread.

    Please get back to us if you have any other questions. Thank you for using JotForm.

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    pod15deec
    Answered on February 27, 2015 at 02:24 PM

    I would also like to request this feature.