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  • Profile Image

    How to send my form in Zoho CRM

    Asked by IBProgram on November 12, 2014 at 08:02 AM

    Hello,

    I use ZOHO CRM in my company and i want to send my Jotform form to recipients on Email. 

    In zoho i can put this form as HTML code

    How can i write this code or how can i deal this problem?

     

    Thank You!

    html email email JotForm crm zoho
  • Profile Image
    JotForm Support

    Answered by jonathan on November 12, 2014 at 09:25 AM

    Hi,

    You can use the Zoho integration App instead.

    Link: http://apps.jotform.com/app/zoho_crm_integration

    Hope this help. Inform us if you need further assistance.

    Thanks!

     

     

  • Profile Image

    Answered by IBProgram on November 13, 2014 at 02:20 AM

    Thank you very much!

    But now i have two another problem:

    1) I am using field "City" in Zoho(in Leads), but it is not shown in the list of fields here.

    2) I have chosen "Update previously added" but it did not work... I want to add people i already have in Jotform to Zoho leads 

     

    I look forward to your help

    Thank you!

  • Profile Image
    JotForm Support

    Answered by jonathan on November 13, 2014 at 06:22 AM

    Hi,

    I suggest reviewing also the basic guide for Zoho CRM integration here

    https://www.jotform.com/blog/60-Build-Maintain-Customer-Relationships-with-Zoho-CRM

     

    Try following this steps to map custom fields in your Zoho integration.

    1. Log in to Zoho CRM with Administrator's privileges.

    2. Click Setup > Customization > Fields.

    3. Select the module from the drop-down list and click New Custom Field.

    For example, I have created a Text field with Your Gross Monthly Income label.

    Then, mapped it via our Zoho CRM Integration Wizard.

    Please let us know if you need any further assistance.

    Thanks.

     

    --

    We will answer your other question here https://www.jotform.com/answers/458635