Use A Prefilled Zoho Form to Update Zoho CRM Data

With a prefilled Zoho Form, you can recruit your contacts to update their own data. This video will show you how to send your contacts a link to a prefilled Zoho Form so they can update their data and Zoho CRM at the same time.

[robertalexander]

Great way of doing this. 3 years later, is it still the best way?

[steve.phoenixfinancialteam]

Thank you. very informative. we have situations where we might not want to email the client a form but have a salesperson fill in a prefilled form. Assuming we are also using the email field, I would create a button opening a URL to the form which works if we manually input the email address in the email link field. how would we automate that so that we don't have to manually input the email address?

[josepheastman]

That zoho prefilled email address seemed to have the lookup icon on it when in the client view, or am I missing something. Also, have you looked into API calls, as a way to update the form?

[stephensandor]

The information was very helpful. Thanks. I saw the comment from MIXXIT regards the number of field updates per form. I'm assuming that this use case is not for orders and more for updating records. I'm sending out an email to all my leads and contacts to help me with the segmentation for EDM's 10 fields might be pushing the limit. I'm thinking a work-around might be get their overall details and then based on their response set up another form to drill down into that area. I'll play with it.
I've been scouring You Tube and Zoho for this info for months so thanks thanks and a big thanks

[Gauravsingh-lkgc]

How to show spreadsheet in crm when deal is created or show name email or status in sheet automatically

[mixxit]

Unfortunately the limits of the number of fields authorized from the CRM subforms are quickly reached.
We tried a form allowing customers to communicate their order information, but the limit of the number of fields per module makes it impossible to use it (10 fields I believe).
Do you have any alternatives ??