【Zoho CRM】Webフォーム機能のアップデート:公開方法にリンクとQRコードが追加されました。

【Zoho CRM】Webフォーム機能のアップデート:公開方法にリンクとQRコードが追加されました。

いつもフォーラムをご覧いただき、ありがとうございます。
本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。

 *当アップデートは、以下の環境でご利用いただけます。(2024年2月13日現在)
  ーリンク:スタンダードプラン以上
  ーQRコード:エンタープライズプラン以上
   全てのデータセンターで利用可能

◼︎ アップデート内容

1.Webフォームの公開方法にリンクとQRコードが追加
これまではZoho CRM で作成したWebフォームを公開する場合、ソースコードかiFrameによる出力が可能でしたが、加えてリンクやQRコードによる公開ができるようになりました。
これにより、メールやSNSにフォームのリンクを記載し顧客からの情報を収集する、カタログ資料などの印刷物にQRコードを掲載してフォームにアクセスしてもらうなど、より幅広く活用できます。

(Webフォーム、公開方法の選択画面)



2.お礼ページのカスタマイズ
顧客がフォームを送信した後の処理として、指定したURLに移動するほか、カスタマイズしたお礼ページの作成や、フォーム画面にメッセージをポップアップ表示することも可能になりました。

(送信後の処理・お礼ページのカスタマイズ画面)



(ポップアップ表示を利用した際の、メッセージ表示例)




いかがでしょうか。適用環境に該当するユーザーの方はぜひ、当アップデートを確認してみてくださいね。

当アップデートに関する詳細・最新の情報は以下もご参考ください。
 ー本社のフォーラム投稿:https://zurl.co/qyYk (英語)

◆Webフォーム機能について知りたい方はこちら
 ーWebフォーム機能でできること:https://zurl.co/sqMV
 ー設定方法などのヘルプ記事:https://zurl.co/w89z

◆Zoho CRM のアップデートは以下のページにて随時更新中!

…………………………………………………………………………………………………………

++Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか?++

︎Zoho Japan Community フォーラムの右側(モバイルの場合は画面スクロール下)「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。
(フォーラムTopから興味のあるサブフォーラムをクリック後「フォローする」をクリック)
コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします!




    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ






                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

                                                                                                              Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
                                                                                                            • Feature Request - Insert URL Links in Folders

                                                                                                              I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                                                                                            • FSM trying again

                                                                                                              have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service
                                                                                                            • Possible to bold or indent text in the description field?

                                                                                                              As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.
                                                                                                            • How can I setup Zoho MCP with Chat GPT

                                                                                                              I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
                                                                                                            • Formatting of Balance Sheet and Profit & Loss Reports

                                                                                                              The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
                                                                                                            • UK MTD reports concerning turnover and cerash accounting

                                                                                                              Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are
                                                                                                            • Retainer Invoice.

                                                                                                              Why ZOHO not have facilities to deduct partially advance payment from an invoice.
                                                                                                            • Collaborate Feature doesn't work

                                                                                                              Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post
                                                                                                            • IMAP Server not responding.

                                                                                                              Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.
                                                                                                            • Share saved filters between others

                                                                                                              Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
                                                                                                            • GST Slabs Redefined: Stay Compliant Using Zoho Books!

                                                                                                              Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
                                                                                                            • Kanban view on Zoho CRM mobile app!

                                                                                                              What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
                                                                                                            • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                              Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
                                                                                                            • No practical examples of how survey data is analyzed

                                                                                                              There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic of Zoho analytics is that does not seem aware of how Zoho Survey codes 'multiple response' questions. These are questions where more than one option can be selected from a list. Zoho Survey stores this data as text, separated by commas within
                                                                                                            • Zoho Creator as LMS and Membership Solution

                                                                                                              My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each
                                                                                                            • Adding Chargebee as a Data Connector

                                                                                                              Is it possible to get Chargebee added as a Zoho Analytics data connector?
                                                                                                            • Zoho CRM - Custom Views for Portal Users

                                                                                                              I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.
                                                                                                            • Webform & spam

                                                                                                              Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
                                                                                                            • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                              Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                            • Dropbox to Workdrive

                                                                                                              Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work
                                                                                                            • Deals by Stages Funnel not showing in correct order

                                                                                                              Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
                                                                                                            • Adding a developer for editing the client application with a single user license

                                                                                                              Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
                                                                                                            • Turning off the new UI

                                                                                                              Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
                                                                                                            • Message "...does not support more than 100 distinct values..." WHY????

                                                                                                              I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values.  Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT.  What is blocking this?
                                                                                                            • Attention API Users: Upcoming Support for Renaming System Fields

                                                                                                              Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
                                                                                                            • Confirmation prompt before a custom button action is triggered

                                                                                                              Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
                                                                                                            • Cost of good field

                                                                                                              Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
                                                                                                            • How to create auto populate field based on custom module in Zoho CRM?

                                                                                                              Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
                                                                                                            • Rich Text For Notes in Zoho CRM

                                                                                                              Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                                                                                            • Date triggering Workflow rule

                                                                                                              I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run whenever
                                                                                                            • Change Last Name to not required in Leads

                                                                                                              I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
                                                                                                            • Office 365 and CRM mail integration: permission required

                                                                                                              Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
                                                                                                            • Tables improvement ideas / features

                                                                                                              Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
                                                                                                            • Deluge - Can't get phone number SalesIQ

                                                                                                              Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
                                                                                                            • Zoho CRM button to download images from image upload field

                                                                                                              Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
                                                                                                            • how to differentiate if whatsapp comes from certain landing page?

                                                                                                              I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
                                                                                                            • Zoho Desk - Community

                                                                                                              As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
                                                                                                            • access to quartz for my customers

                                                                                                              Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
                                                                                                            • Issue with Inline Images in Email Reply via Zoho Desk API

                                                                                                              Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
                                                                                                            • Next Page