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Gravity Form to Zoho CRM

  • 8 February 2021
  • 3 replies
  • 120 views

Hi ! 

I have an issue mapping data between Gravity Form and Zoho CRM. 

 

When I have a new form submission on Gravity Form, I want to create a new ACCOUNT and a new CONTACT. 

 

No issue to create a new ACCOUNT, but when I want to use the ACCOUNT name on the new CONTACT, using the account fied from my form I have this error: 

 

Unable to create entry in module: Contacts. Error : Invalid data for the field id. Detail : expected_data_type bigint, parent_api_name Account_Name

 

It seems that Zapier cannot retrieve the ACCOUNT name for the new CONTACT - by default, I can choose the ACCOUNT name from the list of ACCOUNT already in the CRM, but not the custom value created from the new ACCOUNT. 

 

Any solutions ?

 

Thank you ! 

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Best answer by Troy Tessalone 8 February 2021, 17:17

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3 replies

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Hi @Remy Meyer 

In order to link objects in Zoho CRM you’ll need to map the ID of the Account created to the Contact step in the Zap using the ‘Custom’ option.

Check out this help article: https://zapier.com/help/create/basics/set-up-your-zap-action

Hi @Troy Tessalone

 

Thank you for your reply ! It seems to work fine. 

 

 

I got the same issue. How did you fix it? Thanks, LP

Hi @Troy Tessalone

 

Thank you for your reply ! It seems to work fine.