Hello
We have created a Zap that connects a Gravity Forms web form with Zoho CRM.
The form is a Whitepaper Download form and has the fields name, surname, email and name of the Whitepaper.
This Zap checks if the contact exists in the CRM.
If the contact exists, update it by adding the name of the Whitepaper to a subform that we have created with the name of the Whitepaper and the date the form was received.
If the contact does not exist, create it as a lead and complete the fields of name, surname, email and complete the field of the form with the name of the Whitepaper and the date.
If we make a submission for a Whitepaper test “Whitepaper 1” it works correctly.
We have the subform with the field completed with the name of the Witepaper: “Whitepaper 1”
But what happens if the same contact sends a form for two different Whitepapers? (Whitepaper Test 1 and Whitepaper Test 2)
This is what should appear in the CRM:
We have Whitepaper Test1, from the previous form, and we add a line in the subform with Whitepaper Test 2 and the date.
But what actually what happens is that the Zap overwrites Whitepaper Test 1 with the data and dates of the new Whitepaper Test 2 form and this is what we see in the Subform:
The Zap has deleted Whitepaper Test 1
How can we configure the Zap so that it does not overwrite the lines of the subform in Zoho CRM but adds new lines to the subform?
Thanks!