Form being created

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    ppieri
    Asked on June 11, 2015 at 11:54 AM

    Hi,

    I am having a from created for me that will be added to my teams different Zoho CRM accounts. What do we need to do so that each person gets the information into their database?

    Thanks,

    Phyllis

     

  • Profile Image
    david
    Answered on June 11, 2015 at 01:25 PM

    Hi,

    Each form can only be integrated with a single ZoHo CRM account:

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

    If you need each person to have a form that send contacts to their specific account, you would need a separate form for each person.  You would also need their ZoHo username and password in order to setup the integration.

    If you have any further questions, let us know and we will be happy to help.