Step up your lead generation game with online forms

Step up your lead generation game with online forms

Hello fellow form builders,  

Generating leads for your sales team gets easier when you integrate your CRM with online forms. To help show you how to use forms as part of your lead generation strategy, we have exclusive tips and tricks on how to collect, update and prioritize lead information in Zoho CRM based on form responses. 

1. Create new leads

If CRM software is designed to help you handle your business easily, that means getting data into it should also be easy. Check out the article on how to turn form submissions into CRM entries in a snap.


2. Prefill forms with CRM data

Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. Read this article to learn how to do this:  Automatically prefill a form with existing Zoho CRM data.

3. Update records


Modify and update your existing CRM records to a newer value without manually searching and entering them. Check out the article on how to update the existing records in Zoho CRM with form responses.

4. Add related lists

Related lists in CRM ensures that all the data that is related is connected and easily accessible. Read this article to learn how to do this: Set up an integration to get data using forms and automatically add it to the related list for a CRM record.


5. Create or update records using a single form

Use the newer values entered in the form to update the existing CRM record, rather than creating a new duplicate record with the updated values. Check out the article on how to create or update Zoho CRM records through a single form using Upsert option.

6. Capture attachments

Attachments in Zoho CRM can help give a deeper perspective into a particular record.  Read this article to learn how to do this: How to add images, files and signatures captured using forms to Zoho CRM.

7. Trigger actions  

The workflow rules and assignment rules in Zoho CRM let you decide what happens to your entries when they enter your CRM. Check out the article on how to trigger Zoho CRM workflows and assignment rules for records added using Zoho Forms.

8. Track leads

Capturing the Google Adwords data (GCLID) or the UTM parameter details can be a great way to gauge the effectiveness of your campaigns. Read this article to learn how to do this: Pass GCLID and UTM parameters to Zoho CRM using forms.

9. Manage deals

Deal properties (like the deal closing date, or deal name) in Zoho CRM records are constantly modified based on the status of the deal. Check out the article on how to automatically modify deal properties in Zoho CRM.

10. Add tags

Use tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Read this article to learn how to do this:  Automatically capture tags into Zoho CRM records using form responses.

That's all for now! Tell us how you found these tips useful in the comments below—we'd love to hear from you.

Best,
Prasana 


To get updated every fortnight on useful form tips, click follow under our   community learning series.



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