How to Link Zoho Creator Forms to Zoho CRM

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  • เผยแพร่เมื่อ 7 ก.ย. 2024

ความคิดเห็น • 11

  • @CameronHowitt-fb8sc
    @CameronHowitt-fb8sc 4 หลายเดือนก่อน

    Thanks Josh! Great walkthrough.

  • @raynellbell2428
    @raynellbell2428 2 ปีที่แล้ว

    Just what I was looking for! Thank you🙌🏾

  • @webotivecloud
    @webotivecloud ปีที่แล้ว

    Nice explanation, thanks.

  • @fullformance385
    @fullformance385 4 หลายเดือนก่อน

    I did everything exactly the same but unfortunately the selection for the account name always remains empty. So the lookup integration cannot find an account name

  • @TheodorosKalfas
    @TheodorosKalfas ปีที่แล้ว +1

    Thanks a lot for your video.. But what about custom modules which are not supported in the CRM Integration button in Creator? Is there any workaround?

    • @Zenatta
      @Zenatta  ปีที่แล้ว +1

      Hey Theodoros,
      We discussed this question on the CRM Zen Show! Check it out by using this link, th-cam.com/users/liveJ1RteFwD0F4?feature=share&t=2582

  • @glenlong5927
    @glenlong5927 2 ปีที่แล้ว

    What would be the purpose or the reason to use Creator tasks versus the built-in tasks in CRM?

    • @Zenatta
      @Zenatta  2 ปีที่แล้ว

      Hi Glenn,
      Brett & Tyler answered your question on this week’s episode of the CRM Zen Show.
      🎬 - th-cam.com/video/hDk9HcNpdKM/w-d-xo.html#t=42m29s

  • @jenniferdenhup2950
    @jenniferdenhup2950 ปีที่แล้ว

    @8:05, why did you have to click on the Related list for the item to appear/have the little "1 record" number next to it? Was it just a timing thing or do they not load like others?

    • @Zenatta
      @Zenatta  ปีที่แล้ว +1

      Hi Jennifer, We discussed your question on our most recent Issue of AZAAZ! Click on the link to jump straight to our response.
      🎬 - th-cam.com/video/mLnH_H08aKk/w-d-xo.html#t=27m52s
      PS. We also got your question on the other video and will be working on creating a tip video covering page parameters passing into query parameters. We will let you know when that drops.

    • @jenniferdenhup2950
      @jenniferdenhup2950 ปีที่แล้ว

      @@Zenatta You made my day! Thank you! I'm looking forward to it.