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carolinasuccessteamAsked on April 3, 2017 at 10:41 PM
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David JotForm Support ManagerReplied on April 3, 2017 at 10:59 PM
I have forwarded your request to our back-end team to make the company field unrequired for the lead:
Please note that this request can be approved or declined. If it is approved, there isn't an estimated time-frame for a resolution. You will be notified via this thread if there is any progress on this request.
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serbayReplied on November 27, 2019 at 2:01 AM
Hello carolinasuccessteam,
We're happy to inform you that the Zoho CRM integration is now updated to work with the API v2. This is live in our servers and available for you to use. If you have a form that is integrated with the old version, it still will be present for you and should work as you set it, but when you remove this integration you won't be able to use the old version again.
Here's how it works:
1. Go to the settings panel and select integrations on the left side and search Zoho integration and authenticate with your account.2. After that, you can select from the dropdown menu to select the module you want to add a record.3. Select the layout you want to use.4. Map the fields on your form5. (Optional) You can add notes and attach files to your records.6. Set the trigger to yes so that it triggers your workflow in Zoho CRM.7. If you want to update or keep an existing record just set the preferences for records that are already in Zoho CRM, select the fields you want to check your new submission against. After that just click "Save" to complete the integration!You can also required/unrequired the company field from Leads Module.If you need any assistance, do not hesitate contact again.Regards.