Zoho CRM Integration: Not Working as Expected

Integration issues between jotform and Zoho crm

Hi Aly,

Thanks for reaching out to Jotform Support. To help us investigate this further, could you provide a bit more detail about the issue? For example:

• Are you seeing any error messages when submitting the form?
• Which form are you integrating with Zoho CRM?
• Are the mapped fields in Jotform and Zoho CRM correctly matched? For example, name, email, and phone.
• Is the integration set to create leads, contacts, or another module in Zoho?
• Have you recently changed your Zoho CRM account permissions, authentication, or field structure?

In the meantime, I recommend re-authenticating the Zoho CRM integration in your form settings. Here’s how to do it:

First, we need to delete the old Zoho CRM Integration in your form. Here's how to do it:

1. In Form Builder, click on the Settings tab in the orange navigation bar at the top of the page.
2. Click on the Integrations tab on the left side of the page.
3. Search for Zoho Integration and click it.
4. Click on the three-dot button.
5. Click on the Delete Action option.
6. Click on the Yes, Delete button.

Next, we need to authenticate again the Zoho CRM Integration. Here's how to do it:

1. In Form Builder, click on the Settings tab in the orange navigation bar at the top of the page.
2. Click on the Integrations tab on the left side of the page.
3. Search for Zoho Integration and click it.
4. Click on the Add Action button.
5. Set up the fields based on your preference and click on the Save button.

We also have a guide about How to Integrate Jotform with Zoho CRM that you can check out.

Let us know if there’s anything else we can help you with.