What can you do with Zoho Forms and its Integration with Zoho CRM?
Hello everyone,
This post will highlight the benefits of using Zoho Forms and the importance of integrating Zoho Forms with Zoho CRM
Using Zoho Forms, you can create a customized form, suitable for your business requirements and send it to your customers for collecting information. Creating a form is simple using the WYSIWYG (what you see is what you get) editor, which allows you to drag and drop the required fields onto the form builder. Whereas in Zoho CRM, all your customers' details are stored. An integration of the two requires you to set up a few things in both the products.
On setting up the integration in Zoho Forms
When the form is submitted, the details can be captured as:
- A new record
- A related list to a record
Adding Zoho CRM field in the form allows you to:
- Pull record information from CRM onto your form.
- Update existing records upon form submission.
Moreover, the form submissions can execute various actions such as:
- Triggering CRM Workflow Rules - If you have created any workflow rules in your CRM, choosing this action triggers those workflows upon form submission.
- Adding Attachments - Attachments added in the form, will be captured as attachments in Zoho CRM, upon form submission.
- Sending entries for approval - Instead of directly adding the form submissions as a record in the chosen module, you can send the records for approval.
- Triggering GCID - It determines the ads that brought the lead or contact to your form.
- Upserting records - Upon submission, if a record with identical values exists in your CRM, they will be updated. If not, they will be added as a new record.
- Triggering Assignment Rules - If you have created assignment rules in your CRM, choosing this action triggers the appropriate assignment rule upon form submission.
On setting up the integration in Zoho CRM
- You can share the form to your leads or contacts via email or by using email templates.
- Once you send the form to your leads or contacts, they can view the form with their data already filled (pre-population).
Let's understand the uses of the integration with examples
Case 1: After configuring from Zoho Form
Case 1: After configuring from Zoho Form
Let's say you want to pull out the contact number of your customers to enquire about their workshop preferences and capture them in CRM. Here's how you can do that using Zoho Forms
Upon adding the Zoho CRM field, a pop-up appears from where you choose the Module, Layout and the Field from the drop-down list. The field chosen from the drop-down will be used to search the records from CRM.
Under field mapping, map the fields of Zoho CRM with Zoho Forms so that when you search for a record using the lookup field, the record's details will be displayed in the appropriate fields in the form.
In the form, simply search for Craghead (the record) in the lookup field and the details will be populated. Now you can call Craghed using the contact number and update the workshop preferred and submit. This data will be updated in CRM. Likewise, you can do this for the other participants.
Case 2: After configuring from Zoho CRM
Integrating Zoho Forms from CRM, allows you to send a form to your customers with certain data already filled. They can make the changes required which will be captured in CRM upon submission.
Let's look at this scenario,
Zylker, a telecommunications company sets up a trade show for its newly launched products. They capture a good number of leads and few weeks later the product manager decides to send an invitation via email to these leads for couple of workshops that they are conducting. All these customers have to do is to choose the workshop they are interested in and submit the form.
The customers would surely find it monotonous and tedious to fill their details all over again. To overcome this, Zylker uses this integration that helps in pre-populating the customer's data that were present in CRM to the form.
After a month, the manager wants to update the address and other communication details of all his customers. Hence, he creates the form, pre-populates the basic details and integrates it such that, the existing entries of the customer gets updated upon form submission.
How to share the form with your customers?
You can share the form with your customers by:
Including the Zoho Form URL in the email template: This helps if you want to send the form to a selected set of records.
Adding the forms link within the email: To send the form to a particular lead or contact, simply insert the form link in your email and hit send.
Ready to integrate?
Click here and learn how to integrate Zoho Forms with CRM.
We hope you found this useful. Try it out and let us know your valuable comments.
Regards,
Arun.
Access your files securely from anywhere
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
Arun Kumar V
723423089@zohoclosedAccount.com
Muhammad Usman Khan
R Alexander
Michael Trow
Sticky Posts
Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
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
SLA Ticket Report
From data to decisions: A deep dive into ticketing system reports Service level agreement (SLA) ticket reports in a help desk system are crucial for ensuring that services are delivered according to established commitments. They help maintain accountabilityZoho Backstage - PCI Compliance / Web Security
I have a couple of questions related to Backstage and payment processing.... 1. my purchasing division is not giving approval to use Backstage yet because of some security issues. In order for us to take payments via a payment gateway like Authorize.netZoho Tables August 2025 Update: Faster and Smoother
We’ve been working behind the scenes to make Zoho Tables faster, lighter, and more reliable. Here are the highlights: Faster Response Times Optimised the way responses are generated. Reduced memory consumption by 20–25%, leading to smoother performanceVideo Upload from app says "unsupported aspect ratio" but is verified to be correct.
I and my social media person are experiencing a problem where Social will not accept video uploads to Instagram. The error we receive is "unsupported aspect ratio" but looking directly at the file in question we see that the width and ratio both matchDisposable Email Addresses
Dear zMail Team, Can you also bring out a few disposable email addresses for each accounts? That way occasional registrations and imminent spam from them can be largely solved right? ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/Zoho sheet - Zoho expense
I want to schedule to create an expense using Zoho Sheet and flow. That is the EMI that I pay on a particular date to the bank and should be itemised, like principal and interest on the loan. Can someone help me in this regard??Ability to configure a schedule/shift for each user and/or crew in Zoho FSM
Hello, In our team of Field Agents, we have different shifts. Some field agent always work from 7:00 AM to 4:00 PM while others work the evening shift like 4:00 PM to 11:00 PM. Sometime shift are on weekdays only or on weekend. It would be great to beFree webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk
Hello Everyone! Have you been wondering about bridging the gap between digitised customer service and business paperwork? Join our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our onlineZoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in ZohoMail Search should allow grouping by conversation like Gmail.
Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from theImprove Zoho Learn updated article notifications
I noticed today while updating an article, that the notification users get says "[User Name] has published article [Article Name]..." My feedback to the product team is that it would be really helpful for an end user, if the system notification differentiatedSafari Support
Safari, the world's second largest browser, zoho desk does not officially or fully support. That needs to change.Can I get images from an "Image Upload" field in a webhook?
I want to send images from 2 "image upload" fields via a webhook. Is this possible?Ticket closure notification - all contacts cc'd on email thread
Hello, If a client sends an email to our service desk and cc's in other people that work at the same company - so that they are in the loop of the service request. When the we close the ticket, only the ticket owner (person who emailed us - which createdInactive account cleanup policy for Zoho Sign
Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.Missde API documentation for Sales Receipt
Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailedMulti-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the salesHow to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?Proposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it providesI cannot find my older documents from 2024 and 2023
I cannot find my older documents from 2024 and 2023.System default SLA descriptions can't be modified
The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changesCustomising Help Center
Hi I don't think it is possible to add custom pages to help center? We'd like to use this as a customer portal with support tickets, FAQ/Guides, Billing and contracts. Is there any plans to add a feature like this or an alternative way to do it otherReplies sometimes creating separate ticket
Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person respondingTicket Approvals - External Users
The ticket approval option - we need to be able to select external users (Contacts) for approvals. Sometimes we are working with an end user and their boss needs to approve a purchase. For example, working with a cashier on a broken cash register andForce Users to Ask Answer Bot a question... First
End users will always skip talking to a bot. It would be nice if Zoho adopted the standard and forced users to first ask a question to answer bot (or zia in some fashion) and then pass to the agent if it wasn't answered. Options to force the user to speakView Answer Bot conversations?
We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as desMass Email an Account
It would be nice to mass email an account stating there is an outage at their business or something specific to an account is needed to be mass communicated. Even if it makes a ticket for every Email Out to every contact in the Account. Think: the customerMultiple Topics assigned to a single Campaign
Hello, is it possible to assign multiple Topics to a single Campaign? We frequently write a content to our subscribers that spans multiple Topics and we would like to send it to all Contacts that are subscribed to at least one of the Topics. But it looksZoho Projects Fonts and Accessibility missing
I cannot find any more the tab where I can change the font in Zoho Project. I also checked the knowledgebase and there they have accessibility tab which I am completely missing. Is there some setup I am missing or is it a problem with our account?Introducing Version-3 APIs - Explore New APIs & Enhancements
Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,Zoho Books Custom Widgets Deprecation Error
I created a simple sample widget with zet and published it using sigma Both in the Sandbox and Production the Widgets are showing this errorProblems with PDF files in notebook
I'm evaluating Zoho Notebook as an alternative to Evernote and imported my Evernote account to Zoho Notebook. First issue is that notes in Evernote that comprise a PDF are turned into a 'group' with a single note page (that has the text from the EvernoteAPI (v3) Tasks sorting issue
We are using the v3 API for Projects. When we gat all tasks, per page of 100 tasks, we get the task info alright. But when we try to sort based on DESC(last_modified_time) we don't get the correct sort order. It is roughly sorted by the last_modified_time,Assemblies make my stock go negative
I am sure this is just the way that we are using this feature, but we use assemblies, a lot. The issue for us is the way that the relive inventory and the fact that it makes our composite item stock go negative. I have added flows to auto assemble andUser Activity Reports
I'd like to get data related to user activity. For example, Login and logout times, emails sent/received, new records created , etc. Is that currently available. I just can't seem to find anything . Thanks, DaveHelp: Populate “Contact Owner” details into Customer custom fields (for email templates) in Zoho Books
We want to send invoices on behalf of our sales agents, and include the agent’s name, email, and phone in the email body using placeholders. Plan is to copy the Customer Owner details into three Customer custom fields, so they can be used as placeholdersUndocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error
This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.Making Tags Mandatory
When creating an expense, is it possible to make the Tags field mandatory? I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! KevinMass Update not trigger workflows
Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflowsNext Page