Map prefix to Zoho Integration.

  • ascentform
    Gefragt am 8. Februar 2024 um 13:24

    Hallo,

    wir möchten über unsere Formulare nicht nur den Namen, sondern auch die Anrede (Herr/Frau) aufnehmen und die Information zu unserem CRM (Zoho) übertragen.

    Map prefix to Zoho Integration Screenshot 30

    Das Feld ist in Zoho ein Dropdown-Feld, daher haben wir im Formular den Prefix beim Namensfeld aktiviert und es ebenfalls als Dropdown angelegt. Leider können wir jedoch diese beiden Felder nicht miteinander verknüpfen, da es die Integration nicht zulässt... Könnt Ihr uns hier weiterhelfen?

    Map prefix to Zoho Integration Screenshot 41

  • Silvano Jotform Support
    Geantwortet am 8. Februar 2024 um 16:06

    Hi Kai,

    Thanks for reaching out to Jotform Support. I understand your concern, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

    In the meantime, let us know if you have any other questions.


  • Silvano Jotform Support
    Geantwortet am 9. Februar 2024 um 08:28

    Hi Kai,

    Thanks for your patience and understanding, we appreciate it. Unfortunately, our Dutch Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Dutch, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. While there is no direct solution to your requirement, it can be achieved using a workaround. You can disable the prefix in the name field, and use a separate dropdown field where the form filler can select their prefix. Then, add a short text field that will combine both the prefix and name together. Then map the short text field to your Zoho Integration. It's easy, let me show you how:

    1. In Form Builder, hover your mouse to the Full Name field and click on the Gear Icon.
    2. Now, on the right panel, go to Options Tab.
    3. Next, turn off Prefix. Map prefix to Zoho Integration Screenshot 60
    4. Given that the Dropdown field and Short Text field is already added. Click on Settings in the orange navigation bar at the top of the page.
    5. Now, select Conditions in the left panel.
    6. Next, click on Add Conditions. Map prefix to Zoho Integration Screenshot 71
    7. Select Update/Calculate Field. Map prefix to Zoho Integration Screenshot 82
    8. Now, set these conditions and click on Save: Map prefix to Zoho Integration Screenshot 93
    9. Finally, map the Short Text Field to your Zoho Integration. Map prefix to Zoho Integration Screenshot 104

    That's it. Give it a try and let us know if you have questions.