Zoho CRM

Saving your documents back into Zoho CRM is an easy process. Under the Deliver tab of your document, click New Delivery then select Zoho CRM from the list.

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The first step is to connect your Zoho CRM account to your Documents account by selecting the desired account from the dropdown (if you have more than one account):

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Next, you'll specify what type of account; Production or Sandbox.  This example uses a Developer Account instead of a Sandbox:

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Next, we're going to choose the Module we want to upload the document to.  For this example, we're going to choose Potentials.

Finally, complete the setup process by accepting the access request:

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Next, you'll want to verify the correct account, assign a module, and enter a Record Id:

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You can use a merge field in this box that connects up with the actual Record ID, or you can do a search by entering the name of the field, then a "|" (pipe) then the merge field, like this:

Potential Name|{$DealName}

Formstack Documents will detect the "|" and search for that record based on the value of the merge field.  Here's a list of the Zoho CRM field names.

You can set some optional parameters by selecting the +More Options button:

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  • Always send to Zoho CRM - this gives you the option to add logic that must be satisfied before this delivery can occur
  • Use different Data Center - allows you to specify another data center than the default option
  • Use Sandbox - allows you to select a Sandbox rather than a Production environment
  • Update record fields - allows you to update the specified record fields within the selected record on merge
  • Trigger workflow rules on field update - triggers any workflow automation you have set up.
  • Delay this delivery - Allows you to delay this delivery for a specified period of time

Put that all together and here's what our Zoho CRM delivery settings look like:

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