Click the Twilio message button.Īfter it loads, click Add Template (or Edit Template). Next, head over to your prospects dashboard and choose a lead to experiment with. When you’re happy, you can take the URL for the form, and put it into a URL shortener. When you save the form, you should find that the record in the CRM automatically gets updated. This saves your prospects/customers time □ The test link should look something like the following:Īs soon as you load the URL, it should automatically populate the first name (and any other fields you chose) in the form. Add Lead_Id=223424234234 (the lead’s ID) at the end of the URL. If you want to do a quick test, select “access this application”, and use the ID of a lead you want to test with. Once you’ve done this, click “done” and you’re good to go. In our example, the API name is “ZOHO_PRODUCTS_THEY_LIKE”, but you’ll need to update it with the relevant API name for your CRM fields. Upon completion of this step, go to the Deluge script field as you did in the previous workflow. When you’re done, save it and then create another workflow to automatically update the lead, like below: For the second workflow, trigger it when a record is created on Successful form submission. If you have other fields you want to pre-fill you can add appropriate code. In our example, we want the first names to update, so we’ve done a line for first names. This will depend on the fields you’ve chosen. Then, you’re going to enter the following code: Go ahead and click that and then choose “deluge script”. ![]() Now, you’ll be prompted to “Add new action”. Next, create a workflow as per the screenshot below, and click “create”: For the workflow rule, choose the relevant form, choose Created + Load of the form as the trigger and name it something like Populate data on load ![]() You should see this option at the top of your screen, between “design” and “settings”. At this point, you’ve made the form and it’s time to set up some workflows. Once you’re done adding fields, click “done” in the top right corner. You might want fields like “First Name”, or “What products are you interested in?” (Note: for specific product choices you’ll probably want to use “drop-down” rather than single line so that you get consistent answers). This means that your customer won’t see the field but it can still be populated from URL parameters (more about that later).Īt this point, you’ll want to continue adding single-line fields for the questions. You can name the form something like “Update Contact Details”.Īfter that, drop in a single line field called Lead ID and update the permissions from “Everyone” to “Admin Only”. We’ll title this one “Example Lead Update”.Īfter this, you’ll be prompted to create a form. ![]() The URL parameters trick is really neat because it means your prospect/customer doesn’t have to fill out information that they’ve already given you in the past.įor the purposes of this article, we’ll set up a simple form with a few fields.įirst, head over to Zoho creator and click “Create from scratch”. Plus, we’ll be going over URL parameters in Zoho Creator forms which will allow you to send out an SMS link for your prospects and customers to fill out. In this article, we’ll show you how to make a Zoho creator form that will update a lead in the CRM. ![]() For this tutorial in video form, click here.
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