How to forward a custom Lead Source to Zoho CRM

  • ymatthew
    Asked on October 14, 2014 at 5:58 PM

    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."

  • Mike_T Jotform Support
    Replied on October 14, 2014 at 6:14 PM

    In order to forward the lead source you can try the following setup.

    Add a Text Box field with your lead source as Default Value. You can also hide that field on the form.

    How to forward a custom Lead Source to Zoho CRM Image 1 Screenshot 30

    Then, simply map it to the Lead Source on your Zoho CRM integration.

    How to forward a custom Lead Source to Zoho CRM Image 2 Screenshot 41

    If you need any further assistance, please let us know.