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 a tag with a specific value for all the entries received via a form. Note that this procedure only lets you add one tag per form entry.

How to configure

First, create your form, and in the Zoho CRM integration set up configuration, choose the "Tag" option under the mappings. In the pop-up, choose an option based on your requirement.

To add a tag based on the input of the user, choose the field you are using to obtain the input. The answer can then be passed as the tag for that particular record.

For example, in a form where the lead chooses the reason for approaching you, the options might be "Free demo", "Registering for more info", and "Enable free account". If the user chooses the option "Free demo", this answer is passed as a tag to the record.

To add a tag for all the entries that are captured using a form, you will need to name the tag manually. Choose Add Input Manually and name the tag. For example, you can tag the leads you obtained from a landing page form as "Website Leads".

This can be a great time-saver. We have now come to the end of this learning series. We have a lot more tips lined up for you to make your form building easier than ever!

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.

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Prasana Lakshmi
MaryEllen Rhyins

Sticky Posts
Tip #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
Tip #4: Add related lists to Zoho CRM records using form responses
How to add a related list to new or existing CRM records using forms? Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list. You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this: Adding a
Add your brand logo to your forms
What's in a logo? Everything. Imagine you're getting home after a tiring day at work, absolutely famished. Then you see the warm yellow glow of the golden arches in the distance, waiting to envelop you in its warmth. What else do you do but pull up at the drive-thru? A brand is something familiar. It should give customers a sense of homecoming every time they decide to come back to it. With that in mind, a logo is the face of your brand. It solidifies your brand's presence with its potential to
Tip #6: Add images, files and, signatures captured in forms to Zoho CRM
How to add images, files and signatures captured using forms to Zoho CRM? Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You can
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 a