In this video, Josh guides you through connecting your forms built inside Zoho Creator to your Zoho CRM records. Using an extension, the forms created in Creator are displayed as a related list in your CRM.
🎬 TIME STAMPS 🎬
0:49 Connect A Tasks Form With Modules In The CRM
4:47 Viewing Tasks In The CRM Using An Extension
5:40 Setting Up The Extension to Display As A Related List
7:54 Let’s See How Our Connection Is Displayed In The CRM