Mapping

Hello there,

is there a way to map Jotform fields to ZOHO CRM without using Zapier?

I see this can be done but the issue I'm running into is the mapping for a dropdown with a multiple option selection when using integrations within Jotform.

Hi Patrick,

Thanks for reaching out to us for help. I understand the issue, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

In the meantime, let us know if you have any other questions.

Hi Patrick,

Thanks for your patience, we appreciate it. You can match your multiple-choice dropdown with Zoho CRM. But, when I checked out your form, I didn't see the multiple-choice dropdown menu in your form. First, let's set your dropdown menu as multiple-choice:

• In Form Builder, click on the Gear icon next to the Dropdown element.
• Under the Advanced tab, toggle the Multiple Selections section to ON.

Now, let's integrate Zoho CRM:

• In Form Builder, click on Settings in the orange navigation bar at the top of the screen.
• In the menu that opens on the left side of the page, click on Integrations and select Zoho CRM.
• Click the Authenticate button to link your Zoho CRM account.

• On the next screen, you’ll find the following first three sets of options, which you need to set up:

Zoho CRM Module — Jotform’s Zoho CRM integration does not support all Zoho CRM modules.

Zoho CRM Layout — If you never set this up, you’ll only see Standard.

Match your Zoho CRM fields to your Jotform fields — Click the Add New Field button to match the other fields.

• Make sure to click on Save.

We also have a guide about How to Integrate Jotform with Zoho CRM that you can check out.

Let us know if you need any more help.