Tip #6: Add images, files and, signatures captured in forms to Zoho CRM

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 use this to: 
  • Add a signature as an attachment
  • Add an image or file as an attachment
  • Add a PDF of the submitted form as an attachment
How to configure
When you set up the integration with Zoho CRM, choose the Attachments option. Here, choose which types of attachment should be added to the Zoho CRM record. Note that you will need to add the corresponding form fields while creating the form. 





This can be a great time-saver—but that's not all! For more discussion on the different workflows in Zoho Forms that can help you work more efficiently with Zoho CRM, check out our upcoming series.

Best, 
Prasana



If you have any questions or feedback to share, feel free to comment below or  drop us an email at  support@zohoforms.com.





    • 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
    • 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
    • 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 of the fortnight 10: The DOs and DON'Ts of web form validations you need to know

      Hello fellow form builders, I'm sure you've been reading a lot of how-to articles about creating stunning forms, automating your favorite integrations, and how to reach the epitome of perfect form building.  What if I told you there's a common pitfall that can bring down your conversions? That's right—if your responders encounter several errors as they fill out a form, they can easily grow frustrated. On the contrary, you don't want your customers to leave you with a blank form either. A solution

      Zoho SalesIQ Resources



            Zoho TeamInbox Resources

              Zoho DataPrep Resources


                  Zoho CRM Plus Resources

                    Zoho Books Resources


                      Zoho Subscriptions Resources

                        Zoho Desk Resources

                          Zoho Projects Resources


                            Zoho Sprints Resources


                              Qntrl Resources


                                Zoho Creator Resources


                                  Zoho WorkDrive Resources




                                      Zoho Campaigns Resources

                                        Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources


                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                  有料プランをご利用の方