Integration request: Jotform → CRM field update

Hello, I need support with the following:

We are working with leads in our CRM (Zoho), and part of the process for those leads to become contacts depends on them registering through a Jotform.

What we need is that when a lead fills out the form, the system searches for the lead in the CRM using a unique number (this number already exists in the CRM and is also entered in the form, so it must match). Once the match is found, the field "Registro" should be updated automatically to "REGISTRADO".

Could you please help us configure this?

Hi Morena,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Regarding your integration request to update a CRM field automatically when a lead fills out a Jotform, here’s how you can approach this:

1. Use Jotform's Integration with Zoho CRM: Jotform supports integration with Zoho CRM, which allows you to map form fields to CRM fields.
2. Set Up Field Matching: In the integration settings, configure the form to send the unique number entered by the lead to Zoho CRM. This will help identify the existing lead record.
3. Automate Field Update: To update the "Registro" field to "REGISTRADO" upon matching, you may need to set up a workflow or automation within Zoho CRM that triggers when the unique number is matched from the form submission.

This setup involves both Jotform integration configuration and CRM-side automation to update the field automatically.

If you need detailed steps on setting up the integration or automation in Zoho CRM, please let me know.

Give it a try and let us know how it goes.