Sunday, October 25, 2015

Zoho CRM - Trick for populating lookup field from web form

If you've ever built a webform with Zoho CRM, you know that you can't add a Lookup field to your webform.  Well what if you wanted to link a lead that came in from a form to a particular campaign you are running?    Here's how:

Create a text field in your lead record (e.g. lookupID) and add this as a hidden field on your form with the default value set to the ID of the campaign record.
hint: find the id of the campaign record from the URL when the record is displayed:

When a completed form comes into Zoho CRM, with this lookupID field populated, use Workflow to copy the Id from the lookupID field on the form into your Campaign_ID field in your record with a custom function.  This will link the two records in Zoho CRM!

To find out more details - contact The Marks Group!

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