How do you integrate Zoho Forms with Zoho CRM?
It is possible to integrate Zoho CRM with Zoho Forms in the following CRM editions:
- Enterprise
- 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:
- Navigate to Setup > Marketplace > Zoho > Zoho Forms.
- 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 ...
Why am I unable to integrate Zoho Social in Zoho CRM?
You can integrate Zoho Social with Zoho CRM, only if you have Social Admin permission enabled in your profile. The permission can be enabled by the CRM administrator only. There are 2 places in CRM from where the social admin permission can be ...
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 ...
Can I integrate Google Ads Grant with Zoho CRM?
Yes, you can integrate Google Ads Grant with Zoho CRM. The procedure to integrate is similar to that of the Google Ads. (The Google Ads grant allows the nonprofit organizations to advertise on Google Ads at no cost.) Read more about integrating Zoho ...
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 ...