List of Best Ways to Optimize Web Forms
A webform is essentially an exceptional way to allow the visitor to get in touch with you and send information such as an important order request, query, etc. On some websites, information that gets submitted with web forms is transferred directly to the company email. Web forms are constructed in programming languages and successful implementation of the code is important for the success of any form.
They can include any form fields such as text areas, text boxes, radio buttons, checkboxes, file upload, buttons, and hidden fields. These forms basically work as a communication bridge that allows a user to communicate with a company and vice versa. You must know your target audience and market to frame important questions on a web form. Either you can research them all independently or you can get in touch with an expert for evaluating the target market and creating sensible questions as needed.
Importance of Web Forms
Web forms are an exceptional way to get valuable customer information that can be used for a wide range of purposes. You can keep your customers updated about the new offers, discounts, and a variety of other things if you have their contact information.
If you have a running landing page, we are sure you must have had conversations about using that landing page for converting the incoming traffic into leads. The process of attracting people to your business is called lead generation. To do this, you can begin a marketing campaign, advertise, conduct seminars, and online webinars, or participate in an event or trade show. All of these methods help in getting the audience getting attracted to your offering.
With web forms, you can move a step ahead and get their information. Given below is a list of best ways to optimize web forms along with an explanation on how to implement these ways using Zoho CRM.
1. Connect the Web Form With CRM
The usual course of action that most organizations follow is waiting until getting a good number of leads and then transferring them to a CRM system. However, the truth is that getting a bunch of leads all at once can be difficult to manage.
If you collect these leads one at a time, it can become relatively simple to assign them to the sales representatives, add tasks, schedule tasks, and follow up when the time is right. You can use and optimize web forms that are well connected to your CRM and get the data directly into the CRM database.
In addition, you can also relax without any doubt on the precision of data that gets captured into a web form and is linked to your sales representatives. Basically, the information recorded into your web form will be transferred to the CRM automatically and the sales cycle will eventually turn into a streamlined process.
2. Add Links and Clues to Fill Fields
Filling out a web form is not necessarily a task that most people enjoy. Most often, you will find that people are reluctant to share information, particularly when email addresses, contact details, and any other information are involved. To make this better, you can add a link to the privacy policy guidelines that your company follows and also assure them that the information is secure all the time.
Any further hints on the information including the date and time format, phone numbers with or without the code of an area can be useful for maintaining the CRM with clean and precise data. This will also ensure that all the data gets collected in the same format and also somehow helps the visitors to fill up the relevant details.
3. Take Important Information Only
It can turn out to be a big loss if you attract a lot of traffic on the web page but do not end up having a web form that is attractive enough to get the user to fill that form. Of course, you cannot deny that it is always tempting to collect as much information as you can but you cannot afford to present a lengthy web form with too many fields because it is certain that this will backfire.
A seamless user experience matters immensely and you should aim to give the user no reason to turn away from your website. Hence, you must focus on keeping the web form rather simple with only those fields that are required as that is a wise way to go about the process.
Create a form with only the important fields so that it takes less than two minutes to fill. You can probably add an extra field that you think may look good but check if it is really worth it. Ask for only whatever is necessary for the sales representatives to contact the leads and follow up with them.
4. Passing Hidden Values For Forms
Many times, there is a need to link some details to the new leads without revealing these details to the visitors. This detail could be the campaign that generated the lead or it could be a source of the lead. It could also be a hidden value that you want along with the detail of the lead.
You can add a hidden value that comes in with the lead for such requirements. For instance, if you wish to host a specific page then the best way to go about this is by getting a clear picture of the source of lead generation and passing the hidden values automatically.
5. No Spam or Automatic Form Submission
You would never want your site to get attacked by the bots that can sign up countless times within one minute. In addition, you would also want to avoid receiving any kind of junk requests that qualify in the category of spam.
One of the best, most used, and reliable solutions for this is Captcha. It is used a lot and is very useful as well. You can try and include captchas that can differentiate between human beings and computers. This will help in eliminating the automatic web form submission process to a great extent. It is also going to reduce spam and give you many quality leads to work on.
6. Keeping the Visitor Engaged
Convincing the visitors to fill out the forms is not the only goal. You can go way further to keep the valuable users engaged for good. Attract the attention of users by giving them additional information. You can also redirect the users to a page that focuses on underlining updates, offers, and important information.
You can provide an overview of the product in the form of a video or an interactive UI. You can also list the testimonials from existing customers or just redirect them to a page that expresses gratitude.
7. Personalized Emails
Personalization is extremely important in these times. As long as you do not find a way to make the customers feel that they matter, you will not be able to stand out in the market. If the customers feel that something is customized according to just for them then they are bound to feel special and interested.
The practice of sending emails to acknowledge the requests sent by the leads is one of the best practices that you can get used to for nurturing leads. However, making this automatic is not fun anymore. You can add a personal touch to your emails and set the right note for customer relationships and sales. Make sure that you let your customers know that you are trying to help them.
8. Assigning Records to Sales Representatives
The leads might fill up a web form to find out more about a product or while downloading a white paper or an e-book. No matter what case it is, the main question is how long it takes for the sales representatives to follow up on leads and get back.
There are different methods that can be used for connecting to the leads or prospects but keep in mind that the timing must be right. In case the process takes longer then you must revisit the lead management and follow-up process. The focus should be on making the most out of the opportunity and not making the leads wait for a long time.
You can create a simple workflow for assigning and routing the leads to the sales representatives for quick follow-ups. When you really put this into practice, you will see a massive change in the way the sales process starts working out and does well for the business.
9. Filter Records
It is very important to make sure that the leads that get added to the CRM system are all genuine. They must not be from bots or junk leads. Captcha is actually for avoiding spam but the sales team should also be mindful of the junk leads that can enter the CRM.
When the web forms and CRM systems are connected to each other, possibilities are that the uninterested leads get added as well. You would definitely not want the sales professionals to waste their time on any junk leads. For this reason, it is important to keep a check on records that get added automatically and approve them before they are ready for follow-up by the sales team.
Conclusion
All of the tips that are mentioned above can be extremely useful to optimize the web forms and use them for your benefit. Web forms will make sure that each lead that gets added to the Zoho CRM is used to its complete extent.
If you need any more support in the optimization of your web forms or in making the best use of leads that get registered in the CRM, get in touch with our expert Zoho consultants. They come with a wide experience that can guide and lead you towards a much better sales process.
Stay Tuned for more!
Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)
Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Abhishek - Zoho Partner
Sticky Posts
DKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringCloudflare Turnstile is now available in Zoho Forms!
Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,This festive season, offer discounts with coupon code support in Stripe Checkout
Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout canNew in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection
Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’reNew in Zoho Forms: Inline OTP Verification
Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondents
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
RFQ MODEL
A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho booksDelegate Access - Mobile iOS/iPad
We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, JakeRequest For Quotation (RFQ) module
Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see aSupport for Developing Zoho Recruit Extensions via Zoho Sigma
Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options likeFOLDER DISAPPEARED
Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,How to create estimates/Invoices with sub-totals
Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?Deluge scripts
Why is there not a search function to make it easier to find the script of interest when modifications are required.Social media simplified with Zoho Social: Why should brands have a Threads profile?
Just over a year ago, Instagram launched Threads, the all new social media app primarily focusing on sharing text online. It was welcomed by people worldwide with more than 10 million users in just seven hours, and it currently has over 175 million activeAuto tracking URL generation based on Carrier
Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,New Beginnings with Zoho Desk mobile app best practices: Part 3
In focus: Scaling consistency, intelligence, and customization In our third installment, we'd like to share tips to help you elevate your customer experience as you handle support operations seamlessly on mobile. Let's reconnect with Omniserve, the fieldHighlights of 2025: Milestones and moments
Hey everyone! As we step into 2026, it’s a great time to look back at everything 2025 brought to Zoho Social. This year was big, packed with powerful new features, smart enhancements, exciting events, and a major milestone: a whole decade of Zoho Social.Introducing the sandbox environment in Zoho Sign
Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excitedCan I share the drive with another Windows user?
We use the WorkDrive Sync application on a server with several remote desktop users. Our question is: Can the drive created by WorkDrive Sync be shared from one of these remote users with the other users so they can access the files, or do we need toSyncing Bills in Zoho Books to Zoho CRM
Is there any way to sync the Bills in Zoho Books in Zoho CRMAuto CheckOut Based On Shift.
This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to matchERROR: Product type cannot be changed for Items having transactions.
I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message ProductBoost your CRM accuracy with smart Data Enrichment
Hello all! In this post let's look at data enrichment from a holistic perspective to gain more clarity on how you can use it. So, here's a quick recap of what data enrichment is and how you set it up it to enhance your existing module data! What is dataIs it possible to set a region lookup table so that my deal country can lookup this lookup table
Hi there, I would like to be able to add a data lookup table with the following fields: Country, Region. And then in my deal report, i can then lookup this table to fish out the region in my report. This will be important for my sales process to categoriseTest Emails Show Sent "via zcsend.net" in My Gmail Account
I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address. In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.'UnAuthenticated Connection: zbooks_connection'
I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't have the connection I likeCalling the new 'Custom API' feature from within a Custom Widget
From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working evenCannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.
We had another admin that left the company. Since he left, we get this error when posting to Instagram.Zoho desk desktop application
does zoho desk has a destop applicaion?Ability to re-order Workflow Rules
We really need the ability to re-order workflow rules within departments. Either the ability to drag/drop them into a different order or something.Create an article template
I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/pasteChange of Blog Author
Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, RamananZoho FSM API Delete Record
Hi FSM Team, It would be great if you could delete a record via API. Thank you,Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23
Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that youUpload ticket attachments via Drag-&-Drop
Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...Can we disable add to cart in Zoho Commerce?
Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. HoweverIntroducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—allZoho One account closure vs deactivation
I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?Schedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. ThanksHow to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?How to track a contact or customer's past product purchases in Bigin Premiere?
Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, takeLENTITUD EN RECIBIR MAIL
Buenas tardes, Estamos experimentando lentitud en la recepción de correos electrónicos.Items should display under specific warehouse
I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. RegardsPartial refunds
I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about thisBest practice importing items and matching assemblies
Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, SabineBulk Fill In & Edit PO/Bill/SO/Invoice
Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.Next Page