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                  • 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
                  • 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 #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 #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

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                                                                                          • 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
                                                                                          • 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 #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
                                                                                          • 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
                                                                                          • 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