Intake Forms
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I currently use ZOHO CRM for my lead tracking as well as client conversion. We are wanting to build a client intake form that connects with CRM and can eventually be used to Zap to another system. I have been looking into building it through Zoho Survey, however I am wondering if Forms is the way to go. Here is what I need it to do:
-E-mail to lead or send them a link to the Intake Form
-Save halfway through and be able to pick it up from another computer/iPad
-Associate with CRM to pre populate fields and also create a lead in CRM if there isn't one
Any suggestions on the way to go would be helpful. I have built the intake in the free edition of Survey for now, and I like it so far, but want to make sure I am using the system to maximize my results. I have attached a copy of our current form that we are attempting to create an online option of.
Thank you,
Stacey
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