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                • Announcements

                • 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
                • A year in review: Mobile app highlights of 2020

                  Hello fellow form builders, 2020 was yet another transformative year, and it's time we take a quick rundown on the highlights. And make sure to keep reading to the end of the post, when we'll give you a sneak peek of what's to come in 2021!   As a team,
                • 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

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                                                                          • Sticky Posts

                                                                          • 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
                                                                          • A year in review: Mobile app highlights of 2020

                                                                            Hello fellow form builders, 2020 was yet another transformative year, and it's time we take a quick rundown on the highlights. And make sure to keep reading to the end of the post, when we'll give you a sneak peek of what's to come in 2021!   As a team,
                                                                          • 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