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.
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0:00 Intro
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