Sample script to create a “Lead” in Zoho CRM and then add a note to that Lead is given below:
- leadinfo
= { “Company” : “Test”, “First Name” : “Test”, “Last Name̶
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Modules: crm
How to get the ID of the CRM record that is created using the zoho.crm.create() task?
Sample code:
- crmResp = zoho.crm.create(“Contacts”, tenantinfo);
- currentid = (crmResp.get(“Id”)).toLong();
where,
- crmResp is the map variable returned by CRM for the zoho.crm.create() task and contain
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How do I auto-populate other form fields in the application based on the selection made to a CRM field type?
The CRM Field type is used to fetch values from Zoho CRM, within a Zoho Creator form. In the sample application Fetching CRM records using ID, select a Product, from the CRM field named “Product”. This will auto populate …
Push data to Zoho CRM
Zoho Creator can push Form data to Zoho CRM. Below example steps (and explanation) tell you how to add a CRM lead from Zoho Creator Form. Note that there is no need here for the ZSC Key or the Zoho API/Ticket. They are all handled by Zoho Creator d…