Sign-up form is now available for CRM portals

Sign-up form is now available for CRM portals

Hello everyone!

We are happy to announce the sign-up form for portal users. Until now, portal users had to be invited from Zoho CRM, but with this enhancement, users themselves can create an account in an organization's portal via the portal form.

The main purpose of the portal form is to allow customers, vendors, and partners to invite themselves to use an organization's portal account. Only valid customers can be added into a portal account. Zoho CRM will validate the customer and only then will they be added into the portal account.

Creating a portal form



Based on the user type, different portal forms can be created in the form builder. The landing page URL is given by default and cannot be edited.


Click Save to generate the sign-up URL. Copy the URL and host the form on your website. Once the portal form is live, customers can use it to access your organization's portal.

You can access your portal forms in the Webforms tab and see their status, perform A/B testing, get Zia's suggestions, and view analytics data.


Five portal forms can be created for one user type.

Authenticating signed up portal users

Once the portal form is available on your organization's website, customers can directly access your company's portal. Only legitimate customers will be added into the portal, so to validate the customer, an OTP is sent after they submit the form.

Customers only need the OTP during their initial signup. Later, they can log in using their credentials. Only after the customer verifies themselves with an OTP will they be initially logged into the portal.

Using email templates, you can create welcome emails for sign-up portal users. Always remember to add the portal URL link in the email template. An error message will appear if the portal URL is not added in the email template.

Waiting for Portal Access view

When the portal users limit is reached, external users may continue to sign up for portals. Since these are potential customers, it is important not to lose them. So, every time a customer signs up for the portal after the limit is exceeded, they are stored in a different view called the Waiting for Portal Access view.

A maximum of 100 such customers will be added to this view. Users who sign up after that will not be added to this view. Instead, the details about those customers will be sent in an email to the CRM user, and they will have to add them to the portal manually.

In the portal user type page, you can see the portal user count available for your account. From here, you can purchase additional portal user slots directly.


Edition limitations

  • For the trial edition, only one portal form can be created.
  • Portal forms is supported in Enterprise and Ultimate editions. Up to five portal forms can be created per user type.
  • User count for Waiting for Portal Access:
    • For the trial edition, the system can hold 10 users.
    • For other paid editions, the system can hold 100 users.
To learn more about this feature, please see: Sign up forms in portals.

Do try it out and share your feedback in the comments below!

    • Recent Topics

    • Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.

      I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but

    • Wise integration in Zoho Books

      Hi, it is now time for zoho books to support Wise.com integration for payment links. Wise has launched credit card payments, now about 0.5% cheaper than Stripe. Also their bank payments are much much cheaper than credit cards. Its time for books team

    • Error Message: None of the rows can be imported

      I have been using zoho sheets to download my CSV file for about 2 years now, this month, October 2021, for some reason when I download it to upload to zoho books I get a message saying "None of the rows can be imported". I have been using the same process,

    • Invalid Element place_of_contact, Invalid Element gst_no, Invalid Element gst_treatment

      so this is the body contact_name: orderData.customerName, company_name: orderData.customerName, email: orderData.email, contact_type: 'customer', currency_code: 'INR', gst_treatment: 'business_gst', gst_no: 'i using proper gst no i just removed it from

    • Not able to item an item to non taxable via api, despite sending is_taxable as false

      Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!

    • Collection & Payment Mapping Automation

      We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients

    • Nested Sub-forms (Subform within subform)

      Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form       -> Sub form A             ->Sub form B If we tried this, only one level of sub form only working.  Any one having any idea about this? Thanks Selvamuthukumar R

    • Restore Trashed Records Anytime Within 30 Days

      Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are

    • Avoiding Inventory Duplication When Creating Bills for Previously Added Stock

      I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert

    • Applying EUR Payments to USD Invoices in Zoho Books

      Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in

    • How to prevent users from editing mail merge templates from Zoho crm

      We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho

    • Customer Addresses cannot be edited/deleted in invoices

      In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added

    • Custom Fields connected to Invoices, Customers, Quotes, CRM

      I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?

    • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

      Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

    • Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)

      Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency

    • Partial payment invoicing

      Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available as

    • Inputting VAT Pre-Registration expenses for first VAT Return

      Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When I

    • Anyone else experiencing very slow loading of pages in Zoho Projects?

      I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! Other

    • Zoho Desk Lookup Field Reporting

      Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fields

    • Integrating asana will cause notification messages to pop up continuously

      When I create or edit a task in Asana, the Asana bot keeps updating messages to group chat, which causes the cliq to keep popping up notifications.

    • Entire notebook that had notes has disappeared

      I don't know how tf this happened. All I did was uninstall and reinstall the mobile app after fixing a bug I had. After I reinstalled the app, everything was synced back except for one folder which had a bunch of notes in it. None of those notes are in

    • My site has disappeared from web builder

      www.mproperties.uk My site above is still working. However it has completely disappeared from my Zoho sites' web builder. I am therefore unable to edit my site whatsoever. Please help.

    • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

      Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I

    • Trying to trigger email notification based on rollup summary field

      Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyone

    • zia data enrichment - switch to webamigo Extension

      Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous method

    • Export Timeline

      With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another

    • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

      Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers

    • How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?

      Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,

    • Linkedin: when Zoho Social is going serious with it?

      Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します！ ▷▷詳細はこちら：https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

    • How to get fields centered in a form?

      Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing?  Any help would be greatly appricated. Thanks, Michael McNeill 

    • Make Packages from multiple sales order of a single customer

      Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

    • Webhooks and Integration

      Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please

    • Zoho Books X Zoho Expense

      Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the

    • ABILITY TO LOG INTO CUSTOMER PORTAL

      I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into

    • Sort, filter & save views for BOOKS PROJECTS

      Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically

    • edit input format in custom field - sales order

      hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina

    • This transaction type cannot be matched with a line on the statement.

      When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized

    • Full Text Customization & Translation in SalesIQ Chat Widget Settings

      Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

    • Timesheets

      I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one

    • Next Page