Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Non-technical users find it easy to design and publish their own web forms.
Web forms are supported for Leads , Contacts , Cases and any other Custom Modules that you have in your account. Before setting up the web form, complete the following check-list:
Create a default email template to send automated replies to website visitors upon submission of their information.
Create an assignment rule if you wish to assign the incoming records to specific users or to assign them based on round robin method. By default, all incoming records are assigned to the administrator.
Configure the web form further, if needed, to suit your requirements.
Customize the fields to be added in the web form.
Test the webform before publishing it on your website.
Availability
Permission Required
Users with the Web-to-[Module] permission can access this feature.
Capture visitor information directly from the website using Web Forms Help guide Web Forms - An Introduction Setting up Web Forms Including Opt-in Checkbox in Web Forms for Consent
Creating a web form involves three steps: Building the form - Drag and drop fields to build a form and format it easily with the WYSIWYG editor. Specifying the form details - Add details such as form name, landing page URL (where the visitor ...
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, ...
Yes. You can create multiple web forms and have them all active at the same time. However, the number of web forms available in each module depends on the CRM Edition that is being used: 1 per module in the Free Edition. 10 per module for the ...
Web forms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from website into Zoho CRM and to enable non-technical users to design and publish ...