Tip #9: Modify deal properties in Zoho CRM using form responses
How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho
zoho forms white labeling
is there a way to remove zoho branding in paid version of zoho forms
Field Alias - Prefill URL when updating a form?
Can I manually add URL parameters to the URL when updating a form? It would be nice to somehow populate a field based on when someone is specifically returning to update their response. Thanks.
Pre-fill Zoho Form With Field From Zoho CRM Deal
Hello, We have a form that a Zoho Desk Agent fills out to request an action from another department. This form output is to send an email once the form is filled out. This form has multiple fields that exist within a Zoho Deal. 1) How can we setup the form so that it has a lookup field, say the Deal Name and then when the right Deal is selected, all the CRM fields in the form are pre-populated. This would save a lot of duplicate entry. 2) If the we can do item 1 above, then can we save this form
Zoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from you
How to pull text from URL into a single line in a Zoho Form
I managed to add a unique identifier at the end of my form's link, but i need this identifier to be populated inside the actual form in order for my zap in zapier to be able to detect it and use it for the following steps in my automation. Is there somewhere
Traffic Welfare & Road Safety Foundation
Traffic Welfare & Road Safety Foundation is a grassroots non-government organization incorporated in 2020 by service minded and dedicated professionals limited social and economic development prompted in team to start this organization to address unmet
Android Camera and autofill issues in Card Forms
We really like the card format in forms. The UX is much better in most cases. However, we have some significant problems that keep us from being able to use it. 1. If the user accepts any autofill from the keyboard, the card becomes unresponsive, or you
PDF Merge
I am wanting to have a form where I fill out the project specific information and upload a few PDF documents. After I submit the form it generates a PDF with my letter head, project information and the PDFs that I uploaded all in to one PDF. Is this
Encrypted fields
I am using Zoho forms to collect PII and PHI from clients. So for example I mark the Social Security Number field as "encrypted". There's just one problem: when the info comes back, and I download it in a csv file, the data is encrypted and I cannot use
Star out responses ***
So I am working on a form where I need to collect social security numbers from people. I have marked the field as both personal and encrypted with works well but I'd like to make it so that as they type their response (social security number) it hides
What is the maximum number of fields I can include in one form?
Hello, I have a form that is quite long from the outset (approximately 60 questions), but includes conditional logic which can dramatically increase the number of presented questions with a maximum of 163 questions. Most of these are structured as list
SSO for forms?
Is it possible to enable SSO using Entra as idp? I tried following the guide but I can't get to get it working? has anyone had a success rolling it out?
Getting the same form to appear twice on the same webpage
I'm using a js iframe embed on a WP divi site. I'm using the same embed code in two code modules results in double forms in both locations. Removing the actual code and just keeping the div id section did perform as expected. How do you have two or more
Image upload more than 5 images?
Is there a way to upload more than five images to the image upload field?
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Premission denied on opening integrations when editing form
Hi, A collegue of mine made a form and shared this form with me to setup the integration and logic. When I click on integrations, I get the message below. I find this strange, I have the super admin rights on forms, and I whould suspect that in that role,
Error merging documents
I am using a document merge from Zoho Writer, where I make a table with the articles that the user chooses from in a subform. In the document I make a table with its "value", then the name and then the quantity of the item. The problem is that when doing
Zoho Forms - App Not Displaying the Visual Design
I'm fairly new to Zoho Forms - it's a very powerful tool and I've managed to automate and create rules to do everything I need. However, the form I've designed when the Engineers are opening the Form on the Zoho Forms App all the fields are present and
Borders around image fields in new PDF editor can't be removed
We've run into a problem with the new PDF editor where it adds a border around the image fields placed on the template. These borders can't be removed. The settings have the borders turned off. When we add a border, the editor adds the border over the
How do i change the design of my receipt that my customers get sent?
Hi please may someone explain whether i can change the design of the receipt that my customers will receive after they have made payment on one of our forms?
ZOHO form
is there any feature which restricts respondents from sharing the form amongst themselves? We dont want the respondents to have access to share the form to anyone. Kindly reply.
Using JS Embedded Form, does not scroll to top on 'next' button.
When embedding a form using JS, I am unable to get the form to scroll to the top when you click next on mobile. Even though the focused field is at the top, out of view, it will not show it unless the user manually scrolls to the top. Please help. Browsers:
The site cant be reached
Hi, my zoho form cant be accessed using telco line but no problem with wifi. The problems only happened recently. What should i do? Please help me with this.
Using Lookup fields - Zoho Forms & CRM Integration
Hello, Is there any option/workaround to use the LookUp field on a Subform from my CRM Module on Zoho Forms? All the fields in the Subform are able to map on Zoho Forms, but the LookUp field is not showing. Thank you.
Whatsapp Template Authentication Message category is missing
Hello, We are trying to connect our Whatsapp business account with Zoho forms in order to automate our business process. The first message we need to send is an OTP, so we need to create a message template and connect it to the form and our API. Yet In
Why is there a past due fee if my account was downgraded to FREE plan?
We were in the middle of a complete website redesign and our annual subscription lapsed. (We had also cancelled the CC that was listed for the plan a long time ago). Our account was downgraded to free plan, but when we went to renew (at monthly rate),
Unsuccessful Payment clears form
I have created a form with a Payment section using Stripe. I noticed that if a credit card payment fails, the user is shown a pop-up message explaining the failure which is good, but when they acknowledge the pop-up message and go back to the form, it
Google Sheet Integration Occasionally Failing
We have been using Zoho Forms for many years now. In the beginning there was never an issue with new submissions being sent to our Google Sheet. But recently I've noticed more submissions that "error" and won't be sent to the Google Sheet. My question
logo and theme
How to add my colors to the theme and add a logo on the form
'Other' Option in the checkbox field
Hi! Is it possible to have the 'Other' option in the Checkbox field like the one in the Radio field? If there is a way to do it, please help...
Lead not generated on form submission
We just launched our site and changed from the staging environment to live, and now form submissions are no longer generating leads. I have tried everything listed on this similar help topic without success. https://help.zoho.com/portal/en/kb/crm/faqs/sales-force-automation/lead-management/articles/why-are-leads-captured-through-web-forms-not-visible-under-leads-tab
Zoho Forms Pre-Populate Zoho CRM field
I have created a form in Zoho Forms and would like to send a public URL to an account in CRM, achieving the following: I added a Zoho CRM field in my form and linked it to the field "Account Name" I then mapped a few fields for pre-filling I set up the
Can you import data from a different form builder (Jotforms, WP Forms, Etc.) into Zoho Forms?
Hi there, I have been using WP Forms for several years and have about 25 forms built out. Some are very simple others are relatively complex (ITTT logic) and I'd like to import these forms (as WP Forms allows an export option) into Zoho so I wouldn't
zoho contacts (from mail) as a drop down list n zForms
HI all, I want to create a drop downs field on a zForm that will allow me to choose a contact based on my contacts in Zoho mail (not CRM) Can this be done?
Level up your data collection game with the intuitive Zoho Forms mobile app!
In today's fast-paced world, mobility is essential for staying competitive. When it comes to collecting data, you need a tool that helps you gather and analyze essential information on the go. That's where Zoho Forms' mobile app comes in. With native
How to pass parameter through Wix into a Zoho Forms formular
I am currently trying without success to add a Zoho form to Wix where I can pass the URL parameters into the form. Has anyone managed to do this successfully? I've been working on this for many hours and just can't find a solution that works. I am currently
Zoho form calculate date
Hi, which formula can I use so when guest select move in date is Monday 1/Jan/2024 and select 28 days, zoho will return move out date is Monday 29/Jan/2024
Increase ZOHO CRM currency field by the amount placed under zoho forms
So I have a picklist inside of the zoho forms. In the picklist I have 6 coresponding options. Each option has the same name as different currency fields inside zoho CRM. It looks like this - zoho forms picklist: Stopnie + Podstopnie Konstrukcja Balustrady
How to add my logo and change color on the form
I would like to know how to add my organisation's logo and change the background d color
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