Zoho CRM integration and Twitter field.

  • asiaexchange
    Asked on June 9, 2016 at 2:35 AM

    Dear Jotform team,

     

    we are using the Zoho CRM integration with Jotform and recently decided to start asking for our customers' Twitter
    accounts. I've made sure that the Twitter field is visible within the Zoho lead module, however the field does not show up in the drop-down list of the integration setup. Could you check why this is?

    I will be happy to provide you with any additional information you need.

     

  • Chriistian Jotform Support
    Replied on June 9, 2016 at 3:28 AM

    Can you please check and see both the form and Zoho fields have the same types? Please note that the field types need to be the same to match the fields. If the custom field type is a textbox, you should make sure that you are using a textbox in the form field. I would also suggest to try using the same labels in Zoho and in your form.

    It would also help us if you can send a screenshot of the field type on your zoho lead. Here's how: How to add screenshots/images to questions to the support forum?

  • asiaexchange
    Replied on June 9, 2016 at 3:45 AM

    Hello Chriistian, 

     

    thanks for your quick reply.

     

    Yes, the fields are the same, in that both are text fields and they are also named identically. Below you see that we also use a website field and an Instagram field. These show up in the integration without any problems. I should note that the Twitter field is a built-in field in Zoho, and usually these should appear by default. 

     

    Zoho CRM integration and Twitter field Screenshot 20

  • Chriistian Jotform Support
    Replied on June 9, 2016 at 4:00 AM

    If you have made some changes on your Zoho settings, you will need to reintegrate Zoho to refresh the connection of the form. Can you try to re-integrating Zoho integration (remove integration and re-integrate again) in your form to refresh the connection of the form to Zoho and see if this will help?