How to forward a custom Lead Source to Zoho CRM

  • Profile Image
    Asked on October 14, 2014 at 05:58 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."

  • Profile Image
    Answered on October 14, 2014 at 06:14 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.

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

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