What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Zoho CRM integration with other than Lead and Contact modules?

    Asked by asiaexchange on November 08, 2016 at 04:41 AM

    Hello Jotform team,

     

    I was wondering whether it will be possible in the future to integrate Jotform with other modules in Zoho CRM than just Leads and Contacts? I remember that in the previous version of Jotform it was at least possible to create an integration with Cases. Now this doesn't seem to be possible anymore. Are you planning on adding it and would it also be feasible to add an integration with custom modules in the Enterprise edition of Zoho CRM?

    Another questions concerns the normal integration with Leads and Contacts. Is there a limit to the number of fields that can be integrated? We seem to have come across such a limit recently, where it was not possible to add any further fields

     

    crm zoho other modules
  • Profile Image
    JotForm Support

    Answered by Boris on November 08, 2016 at 07:09 AM

    As of the moment, our integration with Zoho CRM can only pass data into Contacts and Leads, and cannot pass data to other modules of Zoho CRM.

    However, you can achieve such advanced configuration by connecting JotForm and Zoho CRM through a third-party service such as Zapier. Based on Zapier's documentation, I believe Zapier allows for passing data even to add/update data in other modules:

    https://zapier.com/help/zoho-crm/#supported-actions

    Supported Actions

        Create/Update Contact - Adds a new contact. Can be used to update an existing one too.
        Create/Update Module Entry - Advanced feature: adds data to a specific module. Can be used to update an existing module entry too.
        Create/Update Lead - Adds a new lead. Can be used to update an existing one too.

    This would be the zap to use in such a case:

    https://zapier.com/zapbook/jotform/zoho-crm/

    When it comes to your question regarding the number of linked fields limit, as it is a separate question, it has been moved to a support thread of its own:

    https://www.jotform.com/answers/984793

    We will assist you with it there, shortly. Thank you.