Is Forms the best way to streamline Contact & Deal Creation?

Is Forms the best way to streamline Contact & Deal Creation?

Hi,

We are a life insurance broker. Currently, we have a PDF intake form that we use to gather necessary client information during a phone interview. From there, we manually enter the information to update the client's Contact and to create a Deal for them. (Our Leads are primarily generated through a web quoter & integrated into CRM, so no problem there.)

What we are looking for is a way to cut out the repetitive data entry. After exploring what Zoho has to offer, it seems like Forms might be the best way to go? We would want to update a Contact & create a Deal associated with said Contact. Is this possible to do on one Form or will we need a seperate "Contact Template" and "Deal Template"?




                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Important update in Zoho Forms: Enhancements for improved email deliverability

                                          Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
                                        • Form language translation in Zoho Forms

                                          Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
                                        • Enhancing user experience with Audio/Video Upload in Zoho Forms

                                          Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent
                                        • Introducing Auto-Trash Submissions!

                                          Hello form builders! Are you tired of sifting through and deleting form submission data? Try out the latest addition to Zoho Forms: Auto-Trash Submissions. This new feature is designed to help you control and manage data collected through your forms.
                                        • Introducing Card Forms!

                                          Hello form builders, Zoho Forms is now introducing an elegant, free-flowing fluid design of Card forms that will give your forms a visually appealing look, while avoiding any visual clutter for users who are attempting to answer multiple questions at


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • 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