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Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation

In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM.

Here are some key points from the video:

  • CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations)
  • Zoho Form created with subform to capture multiple Establishments for one Account
  • Submission of Form triggers webhook to Zoho Flow, which creates the Account and Contact
  • Establishment names are written into Account field as a comma-separated list, which triggers CRM deluge function to create Establishment records in the custom module (linked to Account and Contact)

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.