Any info on how to integrate multiple subforms in Zoho Forms into Subforms in CRM? I'd love to have all data from a form go into CRM, including data from subforms.
I really enjoy your videos but I've never used automation and process managent , I tend to use the email notification inside zoho forms that allows me to send auto emails to the client and sales team at the same time when a lead has been submitted by the client. Never thought about using the other so don't really know if there is any benefit of moving the goal post so to speak. cheers
Hi DesolateOnes! Most of the time we'll trigger email notifications via the CRM just to centralize more processes in one place, as the CRM will house the automations for the rest of the processes
huge help!! good to know!!
Hi Ryan - glad it was helpful!
Any info on how to integrate multiple subforms in Zoho Forms into Subforms in CRM? I'd love to have all data from a form go into CRM, including data from subforms.
Hi LegacyLawyers! For that use-case, you'd likely need to route the Form submission through Zoho Flow to the CRM
I really enjoy your videos but I've never used automation and process managent , I tend to use the email notification inside zoho forms that allows me to send auto emails to the client and sales team at the same time when a lead has been submitted by the client. Never thought about using the other so don't really know if there is any benefit of moving the goal post so to speak. cheers
Hi DesolateOnes! Most of the time we'll trigger email notifications via the CRM just to centralize more processes in one place, as the CRM will house the automations for the rest of the processes