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How To Create Multiple Associated Records With One Zoho Form

Have you ever had a form come through with information that crosses records? In this tutorial, Tom walks us through how to create multiple associated records with just one Zoho Form. Using Zoho Flow you can automate this process!

Key Takeaways

Set Up The Initial Integration

To start, we first need to set up the initial integration between Zoho Forms and Zoho CRM. In Zoho Forms, select the Integrations tab in the top menu bar. Here you will select Zoho CRM and choose which module to integrate. In this example, we are looking to create both a Contact record and an Account record within CRM using this one Zoho Form. Use the Contacts Module for the integration and map the fields accordingly.

Create Another Record Using Zoho Flow

Next, we will create a new workflow inside Zoho Flow that generates another record after the form is complete. Base the flow off of App Trigger so that once the form is submitted the flow will trigger the actions set up within the workflow. Choose the form that you have created to kick off the flow. In the menu bar of Zoho Flow on the left, choose the Zoho CRM app, then drag and drop the “Create module entry” into the flow. The variable name will default, and all the other fields you will fill in using the variable options.

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Associate The Records Inside Zoho CRM Using Zoho Flow

After that segment of the workflow is complete, you will add the “Create or update contact” option into the flow. A similar process here, we want to make sure to fill out the fields using the variables given. The variables correspond with the fields in the form. The Account Name field will need to be mapped under the Create Account drop-down. This will pull in the Account ID from the record that was just created for this form entry.

Now, when the form is submitted it will trigger this workflow to create a new account record and then create or update the associated contact record as well.

Additional Resources

Want to learn more about Zoho Forms, Zoho Flow, or Zoho CRM?  Check out our other resources which include videos, articles, and guides by clicking here to visit our Zoho resource library!

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.