im create zoho form its working good but limited feature.
i want to use more zoho forms feature without subscription please guide me about this or tell me alernative solution for Form.
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Need help. I'm totally new to this kind of stuff.
I'm using Make (formerly Integromat) to integrate Trustpilot reviews to Zoho Desk.
What I need to happen is...when a new review is submitted on Trustpilot website, I want that review to be forwarded to Zoho Desk as a ticket/email.
Anyone has a guide on how to accomplish this?
Thank you!
Been trying to play around with Make, but I'm sure I've only been doing it wrong.
I have a ZOHO form embedded in a web page and it collects and sends its submissions to ZOHO CRM as leads. ZOHO CRM has been configured with a lead assignment rule. The issue is that the lead assignment rule doesn't apply to the leads generated by the ZOHO form. How I can configure to apply the lead assignment rule for ZOHO form submissions as well.
The option is available inside the integrations tab of the particular form settings.
Go to Forms App of the ZOHO
Go to Settings of the particular form
Go to Integrations tab
Scroll down to the sections called Actions
Check true the Assignment Rules options (Follow the steps)
Click on the button Integrate to finish it
I have a project that I'm working on and could use some help.
Basic idea is to create case in dynamics 365 CRM with data that customer submits trough form on my website. I did some research and found that i can use clickDimension or workflow. Butt this assignment is for my class and i need to do some coding. So my question would be where can i start or better what solution can I do with my code. Should I parse form submission to JSON and then pass it to CRM or just use CRM API and connect it with form. I'm open to any suggestions and if someone can help me and give me a few guidelines on what should I do. My coding knowledge is little limited so don't be hard on me if my first two solutions sounded stupid.
Thank you all :)
As mentioned your desired assignment is to do some coding,
I will do as follow
From submit on your website, Fire code (plugin,c#,java,python)
From your code, connect to Dynamics 365 (crm) webapi
Once you are connected you can easily create case in Dynmics 365 (crm)
If case creation is sucees or failure you can return
Dataverse API
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
If your website is WordPress based, you can use a plugin from AlexaCRM. Otherwise, if you can send an email from your website to CRM with required details, you can use the Email to Case functionality to automatically create case from emails.
Context: this is for an ISV that sells extended Lead information. we have created web resources ( HTML , javascript) etc that will fetch the data from our REST API and render it in our HTML. I want to put a tab on the lead details page to render this data. Our mangaged solution was working for the class "web" interface version but now our users prefer to use the Sales Hub app.
My understanding is that the sales hub app is itself a managed solution. So I am wondering if it is possible to customize the pages on this app.
when I had posted this question , I did not know much about dynamics 365. after some trial and error, I have found that when a custom solution includes a entity form .e.g contacts form and has customization for the form, that customization will appear in the sales hub app.
I am developing an application using PHP language. I have paid Zoho creator account. Now I successfully embedded the zoho forms in my website to create new records. But now I want to embed those forms to edit record.
If anyone has the solution of my problem please suggest me.
There is an option available in zoho creator to embed Forms, Reports and Pages. Refer the link below I mentioned here to embed the report in your application.
https://www.zoho.com/creator/help/forms/embed-form-report-in-website.html