Focus Group Webinar - Integrating Zoho Forms with Zoho CRM

[@antistaticagency]

Could the crm link be called from within a crm portal? So clients can access their prefilled order forms on press of a button? If that is not the case, is there a workaround for this problem? Currently you can only get access through mail...

[@joesweeney6262]

The upsert integration is only partially useful, as it does not factor entities in leads AND contacts. This, if the entity is already a client (in contacts) and the form pushes them to leads, then you'll end up with a duplicate for the same person, one as a lead and one as a contact. The work around is to write a custom function.

[@JettMalone]

❤❤❤❤❤❤❤ 7:47