How do you integrate Zoho Forms with Zoho CRM?

How do you integrate Zoho Forms with Zoho CRM?

It is possible to integrate Zoho CRM with Zoho Forms in the following CRM editions:

  1. Enterprise
  2. Ultimate

You can use Zoho Forms to build online forms or applications to collect data from your website visitors. When you integrate Zoho Form with CRM, you can also use the fields available in CRM in your forms. You can create and customize your form, add the required fields, and send it to your customers for data collection. You can capture the form submissions in Zoho CRM and pre-populate certain data such as name and email address from CRM in your form.

To enable the integration:

  1. Navigate to Setup > Marketplace > Zoho > Zoho Forms.
  2. ​Click Set up Now.
Read more about how to configure the integration here.

    • Related Articles

    • Working with Zoho Forms Integration

      What are Zoho Forms? Using Zoho Forms, you can easily build an online form for all your business needs. Create and customize the form, add the required fields and send it to your customers thus facilitating data collection. It allows you to capture ...

    • Can I select an org if I install an extension from CRM Marketplace?

      Yes, if you are part of more than one organization then while installing an extension from the CRM Marketplace you can select the org account to which the integration should be installed. Find below the behavior of multiple org accounts and ...

    • Configuring Google Ads Integration in Zoho CRM

      Set up Google Ads Integration Users with administrator profile need to enable the Google Ads Integration in Zoho CRM. Setting up Zoho CRM for Google Ads comprises of these steps: Step 1: Authentication - Enable this feature and authorize your Zoho ...

    • Managing Multiple CRM Organizations

      Access multiple CRM accounts using one sign-in Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their ...

    • FAQs on Multiple CRM Organizations

      1. In how many CRM accounts can I be a Super Admin? You can be a Super Admin in up to five org accounts. Once you reach the limit, the Create New Organization link will become inactive. However, you can accept invitations to be part of up to five ...