I was working to send data from Gravity form Zoho CRM. I used Zapier but problem was double/duplicate submission. We have gravity form with conditional logic so there is a possibility to duplicate submission(from same user) with new information.
I tried with Gravity form to Zoho CRM. Unfortunately this plugin(gravity-forms-to-zoho-crm version 2.3.5) has the same problem. There was another problem of this plugin was file Attachment. They don’t support file attachment.
To allow upload field
To allow file upload field edit gf2zoho.php and change line 225
....... if(isset($field['displayOnly']) && $field['displayOnly'] == 1 || $field['type'] == 'fileupload') { ......
to
....... if(isset($field['displayOnly']) && $field['displayOnly'] == 1 ) { ........
And from gf2z-options.php line 266
Now we need to take duplicate submission with filter.
Before to do that, I will suggest to read this https://www.zoho.com/crm/help/api/insertrecords.html#Request_URL
Now go to gf2zoho.php change this code(line 316 to 319)
......... $url = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=2&version=2"; if(get_option('gf2zoho_approval') == 'true') { $url .= "&isApproval=true"; } if(get_option('gf2zoho_workflow') == 'true') { $url .= "&wfTrigger=true"; } $url .= "&authtoken=$authtoken&scope=crmapi&xmlData=" . urlencode($data); ........
To
....... $url = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=2"; if(get_option('gf2zoho_approval') == 'true') { $url .= "&isApproval=true"; } if(get_option('gf2zoho_workflow') == 'true') { $url .= "&wfTrigger=true"; } $url .= "&authtoken=$authtoken&scope=crmapi&duplicateCheck=2&version=4&xmlData=" . urlencode($data); ........
Now that plugin will allow you to upload file attachment link and for duplicate submission it will check recorded date in zoho with the email address if it finds new then it will update with new data.
File attachment will also be added(See attachemtn)
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