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  • Profile Image

    Form linked with Zoho CRM and I want to add field for an address without knowing the owner

    Asked by davydr on March 21, 2015 at 08:19 AM

    I have ten people who find houses for me to buy. They do not own the addresses the are submitting. All of the new addresses are being added as a lead. The lead NEEDS a last name in Zoho. How do I fill the last name if my worker does not know the last name of the owner?

    I would prefer a checkbox that says I know the owners name. If it is checked than another field becomes available for them to add the name.

    If they leave it unchecked I need a unique last name added fr each new entry.

    Page URL:
    http://myinfinitepropertysolutions.com/birddog

    crm zoho and add field
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    Answered by raul on March 21, 2015 at 01:39 PM

    From what I understand you want to use the checkbox in your form to show/hide the Full Name field, is that correct? If so, you can use conditional logic to accomplish this.

    Please take a look at this cloned version of your form: http://form.jotformpro.com/form/50795784810970 as you can see the Full Name field will only be shown if you check the "I have the owner's name" checkbox.

    Regarding your Zoho integration, you could prepopulate the full name field to a default value so you can add it as a Lead, for example: John Doe so you would know that all John Doe's are from unknown owners. Using this method, the URL of the form would be something like http://form.jotformpro.com/form/50795784810970?fullName8[first]=John&fullName8[last]=Doe

    Give it a try and let us know if it works for you.
    Thank you.