After I map the fields from a Jotform to Zoho CRM, is there a way that I can copy the mapping to a new form?

  • Profile Image
    redpelicanmusic
    Asked on December 31, 2015 at 04:46 AM
    After I map the fields from a Jotform to Zoho CRM, is there a way that I can copy the mapping to a new form?  

    (This way, I could save a lot of time, by only making minimal adjustments)

  • Profile Image
    Boris
    Answered on December 31, 2015 at 09:53 AM

    When it comes to duplicating the fields in the Zoho CRM integration, or any other integration for that matter, I'm afraid that it is not possible to automatically duplicate the integration configuration from one form to another. This is due to technical limitation in how the integrations are implemented, since integrations are running completely outside of the form.

    Integrations must be set up on each form separately.

    The above limitation is about our apps and integrations, and is a consequence of the technical way that the apps are built and the way they function outside of the forms.

    A little unrelated to Zoho CRM, but I wanted to clarify that unlike with the apps and integrations, you actually can duplicate regular form fields from one form to another, by using the Field Manager app. But you cannot duplicate integration setup from one form to another.

    As a clarification on why some of your questions are being moved to separate threads, please note that we can support / assist with a single issue or question per thread. This is so that we can avoid any confusion that would otherwise arise from dealing with different questions under the same topic / title.

    If you need any clarifications, please let us know, or kindly open a new thread if you have any other questions, and we will be happy to help.

  • Profile Image
    redpelicanmusic
    Answered on December 31, 2015 at 10:32 PM

    Thank you for your very clear reply!

    - Brian

  • Profile Image
    Boris
    Answered on January 01, 2016 at 09:31 AM

    You are kindly welcome, Brian.

    Enjoy a happy New Year. :)