🚀 New Feature Spotlight: Dynamic Prefilling in Zoho Forms 💥
Just dropped a detailed walkthrough on how to set up dynamic prefilling in Zoho Forms using webhooks! 🎯
🔍 What is it?
Zoho Forms now allows you to dynamically prefill form fields by querying external databases—like Zoho CRM, Zoho Books, or even outside systems like QuickBooks or SAP—in real time via a webhook connection. No more manual data entry. Just type in an identifier (like email), click search, and boom—form populated.
🛠️ In the video, I cover:
• How this new webhook-based prefilling differs from traditional URL parameters
• Step-by-step setup for CRM integration via OAuth2
• How to configure scopes, token URLs, and build a connection via the API Console
• Testing the webhook and mapping JSON response fields to form fields
• Troubleshooting common issues (like that pesky parameter type setting 😉)
✅ Why it matters:
• Reduces errors 🙅
• Saves time ⏱️
• Connects with any system that has an API 🔗
📽️ Watch the full tutorial here:
📚 Also, check out the steps below for creating a custom connection between Zoho CRM and Zoho Forms.
Step 1 - Create API Console Application
Client Name: Forms
Homepage URL: https://zoho.com/
Authorized Redirect URIs: https://deluge.zoho.com/delugeauth/callback
Step 2 - Create Custom Service in Zoho Forms
Service Name: zohocrm
Grant type: Authorization Code
Authentication Type: OAuth2
Parameter Type: Header
Consumer Key: Client ID (from API Console)
Consumer Secret: Client Secret (from API Console)
Authorization URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline
Access Token URL: https://accounts.zoho.com/oauth/v2/token
Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
Revoke Token URL: https://accounts.zoho.com/oauth/v2/token/revoke
Scope: ZohoCRM.modules.ALL
Step 3 - Create and Authenticate Connection:
Name: zohocrm
Step 4 - Dynamic Prefill in Zoho Forms
Search Field: Email
Connection: zohocrm
Webook Details: https://www.zohoapis.com/crm/v8/Contacts/search
Record Identifier: email
Step 5 - Field Mapping