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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Jotform-Zoho CRM API addition to automate emails within Zoho

    Asked by ymatthew on October 14, 2014 at 04:11 PM

    Hi there,

    Could the developers add this line of code to the API for the Zoho CRM integration?

    "wftrigger = true"

     

     

    I was told to also ask this:

    "Ask the plugin developer if they are pushing leads with any specific lead source as well, to differentiate their leads from the others in Zoho CRM.

    If yes, set the same as criteria in the workflow you created in Zoho CRM as well."

     

    This line of code was given to me by their engineers and is needed for automatically emailing out to leads that are created via the Jotform-Zoho CRM interface. 

    Thanks much

    Yann

    zoho zoho crm zoho integration
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    JotForm Support

    Answered by Mike_T on October 14, 2014 at 06:06 PM

    Thank you for contacting us.

    I have attached a feature request ticket to this thread about the trigger workflow option ("wftrigger = true") implementation for our Zoho CRM integration. There is no ETA, but we will let you know once we have any updates.

    Yes, you can forward a custom lead source with the Zoho CRM integration. We will provide instructions via the next thread:

    http://www.jotform.com/answers/443100

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    Answered by ymatthew on October 14, 2014 at 08:56 PM

    Thank you for that... how long do you think this might take?   Seems like an easy addition to the API and would make the Jotform/Zoho integration even better.

     

    We love both products and your customer service, so hopefully we can see this little addition added soon..

     

    Thanks much

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    JotForm Support

    Answered by ashwin_d on October 15, 2014 at 04:16 AM

    Hello ymatthew,

    Unfortunately we cannot provide any ETA on this. We will get back to you as soon as we have any update from our back end team on this feature request.

    Thank you!

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    Answered by ymatthew on November 11, 2014 at 11:12 AM

    Hello,

     

    It's been almost a month since I asked if you could add this little addition to the Zoho API you guys have, but I have still not heard anything in return.

    There are very useful actions that can be done if the API has that command in it which I cannot do at the moment.

    I'm not sure why this is a big deal or complicated to do, but please let me know ASAP.  We love this form plugin but as we grow we need it to be able to work with our CRM how it should.  We are currently forced to do lots of manual tasks which could be easily avoided and be automated.

     

    Thanks,

    Yann

    InstantCard 

     

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    JotForm Support

    Answered by ashwin_d on November 11, 2014 at 11:20 AM

    Hello Yann,

    It not the question of complication of the feature but it actually depends upon the priority of our back end team. They do have several task at hand and they prioritize the work based on the severity f the bug/requirement. 

    We cannot provide you any ETA on when this feature will be added but we will keep you posted on any development.

    Thank you!

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    Answered by code007x on April 13, 2015 at 10:13 AM

    hi,

     

    i too vote for this feature. i have asked zoho and they said

    "wftrigger = true"

    has to be passed by api.

    when ever this feature is added please let us know in this thread.

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    JotForm Support

    Answered by ashwin_d on April 13, 2015 at 11:43 AM

    Hello code007x,

    I have moved your question to a new thread and you will be answered here:  http://www.jotform.com/answers/551346 

    Thank you!

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    Answered by ChartallBusinessCollege on April 06, 2016 at 05:00 AM

    Hi there, its been about a year and a half since this was raised. Has anything been done?
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    JotForm Support

    Answered by beril on April 06, 2016 at 07:24 AM

    Hello ChartallBusinessCollege,

    I've created a separate thread for you, so anyone in the support staff will be able to assist you with your specific requirement. Please follow up there:

    https://www.jotform.com/answers/811621

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    JotForm Support

    Answered by NeilVicente on July 07, 2016 at 07:41 AM

    Hi,

    This is now available. Simply select "Yes" from the "Trigger Workflow?" option in our Zoho integration wizard.

    Cheers!