What can you do with Zoho Forms and its Integration with Zoho CRM?

Hello everyone,

This post will highlight the benefits of using Zoho Forms and the importance of integrating Zoho Forms with Zoho CRM

Using Zoho Forms, you can create a customized form, suitable for your business requirements and send it to your customers for collecting information. Creating a form is simple using the WYSIWYG (what you see is what you get) editor, which allows you to drag and drop the required fields onto the form builder. Whereas in Zoho CRM, all your customers' details are stored. An integration of the two requires you to set up a few things in both the products.

On setting up the integration in Zoho Forms

When the form is submitted, the details can be captured as:

A new record
A related list to a record

Adding Zoho CRM field in the form allows you to:

Pull record information from CRM onto your form.
Update existing records upon form submission.

Moreover, the form submissions can execute various actions such as:

Triggering CRM Workflow Rules - If you have created any workflow rules in your CRM, choosing this action triggers those workflows upon form submission.
Adding Attachments - Attachments added in the form, will be captured as attachments in Zoho CRM, upon form submission.
Sending entries for approval - Instead of directly adding the form submissions as a record in the chosen module, you can send the records for approval.
Triggering GCID - It determines the ads that brought the lead or contact to your form.
Upserting records - Upon submission, if a record with identical values exists in your CRM, they will be updated. If not, they will be added as a new record.
Triggering Assignment Rules - If you have created assignment rules in your CRM, choosing this action triggers the appropriate assignment rule upon form submission.

On setting up the integration in Zoho CRM

You can share the form to your leads or contacts via email or by using email templates.
Once you send the form to your leads or contacts, they can view the form with their data already filled (pre-population).

Let's understand the uses of the integration with examples
Case 1: After configuring from Zoho Form

Let's say you want to pull out the contact number of your customers to enquire about their workshop preferences and capture them in CRM. Here's how you can do that using Zoho Forms

Upon adding the Zoho CRM field, a pop-up appears from where you choose the Module, Layout and the Field from the drop-down list. The field chosen from the drop-down will be used to search the records from CRM.

Under field mapping, map the fields of Zoho CRM with Zoho Forms so that when you search for a record using the lookup field, the record's details will be displayed in the appropriate fields in the form.

In the form, simply search for Craghead (the record) in the lookup field and the details will be populated. Now you can call Craghed using the contact number and update the workshop preferred and submit. This data will be updated in CRM. Likewise, you can do this for the other participants.

Case 2: After configuring from Zoho CRM

Integrating Zoho Forms from CRM, allows you to send a form to your customers with certain data already filled. They can make the changes required which will be captured in CRM upon submission.

Let's look at this scenario,

Zylker, a telecommunications company sets up a trade show for its newly launched products. They capture a good number of leads and few weeks later the product manager decides to send an invitation via email to these leads for couple of workshops that they are conducting. All these customers have to do is to choose the workshop they are interested in and submit the form.

The customers would surely find it monotonous and tedious to fill their details all over again. To overcome this, Zylker uses this integration that helps in pre-populating the customer's data that were present in CRM to the form.

After a month, the manager wants to update the address and other communication details of all his customers. Hence, he creates the form, pre-populates the basic details and integrates it such that, the existing entries of the customer gets updated upon form submission.

How to share the form with your customers?

You can share the form with your customers by:

Including the Zoho Form URL in the email template: This helps if you want to send the form to a selected set of records.

Adding the forms link within the email: To send the form to a particular lead or contact, simply insert the form link in your email and hit send.

Ready to integrate?

Click here and learn how to integrate Zoho Forms with CRM.

We hope you found this useful. Try it out and let us know your valuable comments.

Regards,

Arun.

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
New capabilities for custom buttons: Elevate UX and CX with just a click!
Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the