Web Forms
While creating a web form, can I edit the notification email that is sent to the record owner?
No. You cannot edit the email notification that is sent to the record owner when a lead, contact, or case is submitted through web forms. Zoho CRM has a default email template that is used to notify the record owners. This template cannot be ...
How can I send auto response emails to all the leads generated through web forms?
There are two options by which you can send auto response emails to all the leads generated through web forms: Email Notification option - While creating a web form in Zoho CRM, there is an option to send common automated emails to all the users who ...
How can I activate or deactivate my web form?
You can activate or deactivate the web form by following the steps given below: Click Setup. In the Setup page, under Leads/Contacts/Cases Settings, click the Web-to-Leads/Contacts/Cases Form link. In the Web to Lead/Contact/Case page, move the mouse ...
What happens if the domain name does not match with the URL specified in Web Form?
No information will be captured if the domain name does not match with the URL where the web form is hosted.
How to add fields to the Web-to-Lead form?
To add fields to the Web-to-Lead form, do the following: Click Setup > Leads/Contacts/Cases Settings > Web-to-Leads/Contacts/Cases Form. In the Web to Lead/Contact/Case page, click Create New Form. In the Field Selection Section, select the fields' ...
Why are the Leads captured through the web forms not visible under the Leads tab?
While creating the web form, you might have enabled the Manual Approval of leads. In this case, the leads generated from the web form will be available in the Approve Leads section of the Leads module. They will be listed in Leads once they are ...
Can multiple web forms be created?
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 ...
Is it possible to embed the campaign ID field with the web-to-lead form?
No, you cannot embed the campaign ID field with web-to-Lead form data.
Why do I get an error message "undefined" when trying to generate the code for a web form?
The length of the Landing URL should not exceed 255 characters. You may receive an error message if it exceeds 255 characters.
What happens if the domain name does not match with the Location URL specified in a web form?
No information will be captured if the domain name does not match with the URL where the web form is hosted.
Can I reorder the fields in web forms?
Yes. With the WYSIWYG editor, you can reorder the fields, change the font, its size, the background color and other features in the form.
Can I use any type of fields in the web form?
You can use these fields in web forms: Text, Integer, Percentage, Decimal, Currency, Data, Date/Time, Email, Phone, Pick List, URL, Text Area, Checkbox and Multi-select Pick List. Please note that Lookup, Auto Number and Formula fields cannot be used ...
My web form is not working when I host it in a website. What should I do?
You need to check the following if your web form is not working: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default hidden fields - When the HTML ...
How can I activate or deactivate my web form?
You can activate or deactivate the webform by following the steps given below: Click Setup > Developer Space > Webforms In the Webforms page, move the mouse pointer over the desired form and click the Status icon. If the form is already active, you ...
If I have web forms hosted in various sites, how can I track where the leads are coming from?
You can track the source of your leads by adding a hidden field in your web forms and giving a unique value for the hidden field. In the web form editor, drag and drop a desired field and make it a hidden field. Let us consider the Lead Source field ...
While creating a web form, can I edit the notification email that is sent to the record owner?
No. You cannot edit the email notification that is sent to the record owner when a lead, contact, or case is submitted through web forms. Zoho CRM has a default email template that is used to notify the record owners. This template cannot be ...
The 'Send Mail' button to send individual emails is not working. What should I do?
When you click the 'Send Mail' button, a popup window (email composer) opens. Before planning to send emails, make sure that the popup blocker is not enabled. To disable popup blocker in Mozilla browser In the browser, click Tools > Options. In ...
Can I schedule SMS Magic to send text messages and track the responses?
You can use webhooks to automatically trigger SMSes using Screen Magic. However, the response to the messages can't be tracked in Zoho CRM as of now.
How to hide a multi-select picklist field in a web form?
When you create webforms using Zoho CRM, you have an option to hide any field except the ones marked as required fields. To hide a multi-select picklist field in a webform, follow these steps: 1. Go to Setup > Developer Space > Webforms. 2. Select ...
How to integrate a Zoho CRM web form in WordPress?
To publish a Zoho CRM web form in WordPress: Generate a web form in Zoho CRM with the required fields. When you are done with building the form and specifying the form details, you will see the embed options. Select the Wordpress tab. You can choose ...
How to add fields to an existing webform?
In the form builder, you can drag-and-drop the fields you need and change the font style and size, background color, alignment of the fields, etc. To add fields in an existing web form Click Setup > Extensions & APIs > Webforms. In the Webforms page, ...