Exact matches only
Search in title
Search in content
Search in posts
Search in pages

How to set up custom fields for Zoho CRM?

You can use the 123FormBuilder – Zoho CRM integration to set up Zoho CRM custom fields in a few simple steps.

  1. First, create the field in your Zoho CRM account. Go to Leads, Accounts or Contacts (according to the type of object that you want to send information to) and click New Contact/Account/Lead.
  2. Click Edit Page LayoutNew Custom Field.
  3. 123FormBuilder map custom fields in Zoho

  4. Choose the type of field that you want to create, provide its details and click Save.
  5. Now, in your 123FormBuilder account, in Settings3rd Party Apps, assuming that your integration with Zoho CRM is already enabled, click Customize in the application box.
  6. The lightbox that shows up is where you need to match 123FormBuilder fields with Zoho CRM fields. Scroll down and tick the checkbox I want to use custom fields. 50 new rows will be added to the list. Use them for your custom fields.
  7. Type the exact name of your Zoho CRM custom fields from your account on the left and match them with the fields in your form.

Zoho CRM custom field

2 comments

    1. Hello!

      When you create a contact, a lead or an account in your Zoho CRM account, you’ll find the Edit Page Layout on the top right (above the Rating dropdown).Click on it and you’ll be redirected to another page where the Create Custom Field is displayed.

      For questions or assistance, don’t hesitate to contact our Support Team at support@123formbuilder.com or via our contact form.

      Thanks!

Leave a Reply

Your email address will not be published. Required fields are marked *

Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

Can't find what you're looking for?