Tip #1: Convert form responses into Zoho CRM leads
How to convert a form submission into an entry for your Zoho CRM account?
If CRM software is designed to help you handle your business easily, that means getting data into it should also be easy. Fortunately our Zoho Forms integration with Zoho CRM makes turning form submissions into CRM entries a snap. This article will show you how to create a new record in your Zoho CRM account using a form entry.
Setting up an integration
Once you've created the form , setting up an integration between the form and the CRM module is all it takes. In our integration setup, you need to choose each of the following:
- Module (Lead, contact, deals, contact, calls, events, notes, or custom)
- Layout (Standard or custom layouts)
- Field (Which of the CRM fields should be populated by form inputs)
For example, let's assume you've embedded a Contact Form on your home page and you want to collect the leads. You'll need to map the values (Name, Email, Contact Number) that have to be carried for each created record. Check out this document to see which Zoho CRM fields can be mapped with the form fields.
Directly adding the form entry as a new record in Zoho CRM
On every successful form submission, the mapped form inputs are passed into your mapped CRM module. If you are an offline team using mobile forms to collect data, the data that is stored offline will fall into your CRM when the data is synced on an internet connection.
Adding a new record only upon manual approval
If you want to manually filter entries before they pass into your CRM module, follow the below procedure.
While setting up the integration, enable the Approval option. Upon this, the submitted form entries will fall into the Approval in Zoho CRM instead of being added straight away. You will find these entries under the Approval list inside your CRM, and only upon your manual confirmation will they be added into the mapped CRM module.
The talk does not end here. In our upcoming series, we'll discuss how different workflows in Zoho Forms can help you work efficiently with Zoho CRM.
Stay tuned!
Prasana
If you have any questions or feedback to share, feel free to comment below or drop us an email at support@zohoforms.com.
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Tip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include aTip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond
Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering theTip #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 ZohoTip #2: Prefill forms automatically with existing Zoho CRM data
How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM
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