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How to update CRM record from fillable template in Zoho CRM?

Yogesh . Jun 09, 2024

A:

To update CRM record from fillable template in Zoho CRM, follow the steps given below:

  • Click on Choose output
  • Tap Merge and Share and then save change
  • Under Merge & Share fillable link, click on Configure form
  • Select Trigger webhook & custom function
  • Select Execute Custom Function and tap Configure
  • Enter the Record ID and upload the file
  • Finally, click Proceed.

Jun 09, 2024

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