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                • Tip #3: Update Zoho CRM records using form responses

                  How to update the existing records in Zoho CRM with form responses? The Zoho Forms and Zoho CRM integration doesn't stop with creating a new record (you can check out our previous article on the topic here ). Existing CRM records can be modified and updated to a newer value, too. This can be useful when you want to modify records without manually searching and entering.  How it works? This works by identifying the specific CRM record in the form so that its existing fields can be prefilled into the
                • Push Notifications in mobile—Get notified about form submissions and record updates instantly

                  Hello everyone, Mobile notifications are a great way to stay updated about the arrival of new information or be reminded about tasks to complete. Whether it's a lead being generated or a customer who needs quick assistance, these instant notifications
                • Form language translation in Zoho Forms

                  Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
                • 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 #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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                                                                                • Most Discussed Topics

                                                                                • how do I change my templates to Org templates?

                                                                                  This is in Forms I've set up a number of "my templates" that i need to convert to Org templates Can't see how to do it
                                                                                • Zoho Forms - Multiple Fields into one

                                                                                  Hi, with Zoho Forms, is it possible for multiple fields on the form to sync into just one CRM field? I want the client to be able to enter multiple dates which they will be attending something. Thanks.
                                                                                • Zoho Form CRM Integration is not working to update an Account record

                                                                                  Hello All! I hope this message finds you well. I am stuck with this issue that I can not solve as the integration with the CRM is not working. I have created a Form with Account details that I look forward to being able to send to the businesses and they
                                                                                • Approvers Signature

                                                                                  I am needing the option to be able to capture the approvers signature within the Zoho Forms approval levels process, is this possible? regards, -tim
                                                                                • claim

                                                                                  Unable to activate Zoho which is blocked from the system. Please help and how to pay
                                                                                • Sticky Posts

                                                                                • Push Notifications in mobile—Get notified about form submissions and record updates instantly

                                                                                  Hello everyone, Mobile notifications are a great way to stay updated about the arrival of new information or be reminded about tasks to complete. Whether it's a lead being generated or a customer who needs quick assistance, these instant notifications
                                                                                • Form language translation in Zoho Forms

                                                                                  Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
                                                                                • 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 #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
                                                                                • Take spam control up a notch with reCAPTCHA checkbox and invisible reCAPTCHA

                                                                                  Hello fellow form builders,   If you've been using our CAPTCHA service to prevent spam, heads up! You will not find it under Basic Settings anymore. We have stepped up our methods for reducing spam. These newer options have been grouped together as Spam Control. Take a look:  What's the new update? ​ We received numerous requests to support reCAPTCHA in Zoho Forms and further hinder spam submissions. And yes, we heard you. Our development team has been analyzing it ever since and, finally, the results