Multiple questions - Custom Built Form Codes and Data Storage

Multiple questions - Custom Built Form Codes and Data Storage

Hi,

We've had Zoho for a while now but not really used it's CRM for it's full potential and I would like us to start using it as our main CRM tool.

Due to the nature of our business, it would work better for us if we could do a couple of things including:

  • Can we place custom-built HTML codes for web forms (Pop-Ups) in Zoho or integrate the web forms with Zoho so all data captured is stored in Zoho?
  • Store data as lists rather than Enquiries, Potential Customers, All Data, Existing Customers or Campaigns?
  • Migrate data from our email marketing tool (Constant Contact)  and or  integrate the two platforms?
  • Integrate with Outlook to archive certain emails by subject or account. Example Registration Confirmation and info@xxxxx.com respectively?

I’ve been searching for these on Zoho myself but can’t seem to find exactly what I want.

Can you please tell me if I will be able to do any or all of these and how?

Many thanks,

Bas