Zoho Set Up

  • Profile Image
    ezchoicefinancial
    Asked on November 10, 2015 at 12:29 PM

    Hi there i don't know much about Zoho but we are considering them for crm 

    I guess my question is when setting up Zoho can it be set up on form by form level? I really do not want every form  in my account to be mapped to zoho. 


    Are we able to set up our forms information on the form level and not on the account level  to integrate with zoho?

    Thank you 

  • Profile Image
    BDAVID
    Answered on November 10, 2015 at 03:19 PM

    This is only on form level. If you integrate it with one of your form, only that form will be mapped to Zoho.

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

    If you have another question please open a new thread, we will be glad to assist you.

  • Profile Image
    ezchoicefinancial
    Answered on November 10, 2015 at 04:01 PM

    awesome