Tip #5: Create or update Zoho CRM records using a single form
How to create or update Zoho CRM records through a single form using the Upsert option? In the past, inserting or updating a record using form entries required two different actions. Sometimes, an existing record in Zoho CRM can be duplicated when the same information is again added as a new entry from the form. The solution in this situation is to use the newer values entered in the form to update the existing CRM record, rather than creating a new record (duplicate record) with the updated values.Higher resolution Zoho Form QR Code to allow crisp printing at larger sizes.
Hi, Simple question. I have a form that I wanted to put a QRcode in the shop window. All works fine, but I wanted to print it bigger and when you expand the image by any degree the clarity is lost. It still functions, just does not look crisp? Any chance of offering two sizes when creating the QRcode image, or the one that is generated, at a higher resolution to allow enlarging? Thanks BarryAuto fill date plus 7 days in Zoho Form
Hi, Help or guidance please... We have a simple form, with a date picker used to select a customer requested date for an item to be ready by. However in most cases I want it to default to 7 days from now, eg it will be ready in 7 days from the date we fill in the form. So I want to either auto fill the date field with today + 7 days or add a function to the formula that will do this. I cannot seem to find a list of date functions apart from the default list of datediff. Any suggestions or is it aAccess Field in Subfom for CRM Integration
Maybe I am overlooking it, but when I set up my integration with Zoho CRM in my form I cannot find the subform merge fields. How do I access the subform fields to set a merge?Zohoフォーム 同じページのどのボタンからフォームがクリックされたかを調べる方法
皆様、お力をお貸しください。 Zohoフォームで作成したフォームをCV設定していますが、 どのボタンからそのフォームに来たかを調べるにはどういった設定をしたらよいでしょうか。 ちなみにボタンは４つ設定しています。 出来れば、４つフォームを創るようなことはしたくないのです。 どうぞよろしくお願いいたします。I can't use Referrer Name in a form field or calculation
Thanks to Manish's help, I have now got the Referrer Name field to record the URL of the page that called up a form, e.g. https://domain/gated-content/?source=lbbo-department. Although I can see the Referrer Name field in a report or the Entries screen, I need to access it in one of the form's fields e.g. I would like to create a calculated field that says "if [Referrer Name] contains "lbbo-department", make this field "Little Black Book on Organising Your Department". How do I refer to the ReferrerWhat's new in Rules? Form rules for updated records, fresh UI and more
Hello fellow form builders, Creating rules in Zoho Forms doesn't only make your forms smarter and more efficient, it also acts as the ultimate time saver in your efforts to personalize the form-filling experience. To maximize the efficiency of rules, we've made a few tweaks that you will absolutely love: Form rules performed for updated form records Shift between rules New UI Form rules for updated form records Configuring form rules for workflows doesn't necessarily stop with assigning a taskAdd Zoho Form Submission as Attachment to Zoho CRM Deal using Zoho Deal ID
Hi Zoho team, I have a Zoho Form in which one of the fields will be hidden but will be defaulted with the Zoho Deal ID. Once the form is submitted, I want to reattach the submitted form (and another uploaded file field) into Zoho CRM Deals record. The crazy part is that Deal Name and Stage are the only two fields available for mapping. I have the actual Deal ID. Why can't I just use that. Can you please fix it so that I can properly attach the submission using Zoho Deal ID instead of name/stage (whichInsert answer options in bulk for group choices
Hello fellow form builders, We introduced the group choices option long ago (check out the full announcement here) to cope with a long list of answers in the Dropdown field. It optimizes this field while keeping the options organized and neatly captioned. While you can create an easy form-filling process for your respondents using this option, we want to ensure less hassle for you in getting those answer choices inside forms. And here's how! Import answer choices—copy and paste your text or enterStep up your lead generation game with online forms
Hello fellow form builders, Generating leads for your sales team gets easier when you integrate your CRM with online forms. To help show you how to use forms as part of your lead generation strategy, we have exclusive tips and tricks on how to collect, update and prioritize lead information in Zoho CRM based on form responses. 1. Create new leads If CRM software is designed to help you handle your business easily, that means getting data into it should also be easy. Check out the article on howHow to add Information in Zoho Form for the users to follow
I want to add some information in Zoho Forms like below one field I want to give a youtube tutorial link before they fill the form. Please help me.Tip #7: Trigger Zoho CRM workflows and assignment rules upon form submissions
How to trigger Zoho CRM workflows and assignment rules for records added using Zoho Forms? The workflow rules and assignment rules in Zoho CRM let you decide what happens to your entries when they enter your CRM. Usually, workflows or assignment rules trigger an action, send emails, or assign tasks to a user. When you are creating new records from form entries, the workflows that you have configured will still be triggered. On form submission, the configured workflows and assignment rules will beDouble opt-in - required to trigger things?
I have a form that is requiring double opt-in though it is not configured. The form ultimately is supposed to pass data to marketing hub, but I cannot get it to go unless they confirm. I don't want that step included for this list, is that possible? I see this at the end of the double opt in configure window.....which makes me think it has to be configured?Form email not importing to zoho desk
I have the email field set to required on my form, set up integrations to desk. but sometimes the email address isnt imported into the ticket. any idea why this would be happening? the address appears in the entries for that submission.Infographic - Design practices for high-converting lead generation forms
Click on records and screen remains just black
I sometimes have to try 5 or 6 times to see my records., It is annoying and making me consider leaving ZOHOSave and Resume Zoho Forms Email "from"
I have a form and i want the save and resube to be sent from my info@mydomain.com and not from my personal email. I have added the info email as my secondary mail. There is no user for this mail is just an email. In the notification template i have the option to choose the secondary address, but in the Save Form Link i have not. As you can understand i want the user to recieve mails from my company name info and not from my personal when he is saving a form. What is the solution here? ThanksZoho forms suggestions
Dear Zoho Corp., among other activities we provide maintenance for wastewater and rainwater plants. I was trying to set up a checklist module for each one of them to address the specific activities that has to be performed on each plant. I liked Zoho Form integration with the other apps of the suite but the product seems pretty limited. I've sum up a list of suggestion we hope could be taken into account for development. TRANSLATION: most of the product it's not yet been translated to Italian. MATRIXAnyone else unable to edit forms?
When i click edit - i get a white screen - it doesn't ever load the builder.New payment gateway in Zoho Forms: Collect payments using PayPal Checkout
Hello everyone, When you collect payments online for your business, the payment gateway service you use plays a rather crucial role and can make or break purchases from materializing. If your customers feel the transactional process to be complex or unsafe, it can discourage them from completing a payment, even though they're interested in purchasing your product/service. At Zoho Forms, we believe a payment gateway should benefit both you and your customers. It should be easy-to-use, fast, and secure.Associate a Zoho Form entry to a CRM contact
Hello, i am having trouble with having Zoho Form submissions associate with CRM contacts. I currently have a custom module built in CRM called contracts. I then have a contract form built in Zoho Forms that integrates with the fields in the Contract Module in CRM. What i wish to do is have a way to have the contract Form show up as a related list of a specific contact. So if "John Smith" submits a contract form, it will show up in "John Smith's" CRM profile as a related list. I used the "ZohoZoho Forms Integration with Razorpay
Greetings everyone, We hope you're enjoying the increased efficiency provided by our payment integration gateways. In an effort to make things even better, we're pleased to announce our payment integration with Razorpay, the first Indian gateway available in Zoho Forms. Razorpay is a PCI DSS-compliant and certified gateway, with a track record of solid security practices. All payment transactions in your forms are secure and reliable - thanks to Razorpay. Your customers also gain the flexibilityFind Kiosk Mode on Mobile Forms - iOS
This took me DAYS to find. When I was trying to find the Kiosk Mode for my iPad, there was no obvious way to get into the edit screen. I have been unable to find any information on getting into the builder section or into the editing section of an individual form. I only found it by testing various arrow (no luck), looking around each form and finally, swiping the one of the form titles, revealing the Builder module and 3 dots beside it. Forms List. There is no obvious way to get into the builderGetting Zoho Forms to Pull UTM Parameters When Using HTML
So, when you download the HTML version of a Zoho form and use that on your site (I do this because I don't want to create a new form every time I clone a page and there are more styling options), it appears UTMs stop working. By that I mean the form stops parsing the parameters in a URL and pulling them through to CRM upon submission. This was working for me just a few weeks ago (if I remember correctly) but isn't anymore—did Zoho release an update to Forms that broke this or something? PleaseYour Forms Can Now Scan And Fill In Data: Introducing Business Card Scanning For iOS Mobile Devices
Hello everyone, Getting someone's information in your forms used to require them to input data manually in each field. Not anymore: Introducing business card scanning in Zoho Forms for iOS mobile devices. Users can now fill in forms by just scanning their business cards. Data on the card gets auto-populated in the appropriate fields: Name Address Email address Phone number Website For example, suppose you need your submitter's data for a conference registration form. With a quick scan, the formCan I hide a submit button based on a Zoho Form question response?
I have a form that interested clients fill out on our website. I would like the submit button now to show if the client specifies that they are an existing user of our software. If they are an existing client, there is no need for them to fill out the form and instead they can contact our support team directly. I added logic so if the client specifies they are an existing user, it hides the rest of the form and provides the contact information for our support resources. Is there a way to hide theSub/Superscripts and Special Characters
Can anyone tell me if it is possible to add sub/superscripts or special characters to field descriptions? So far I have not been able to find a method.Mandatory Checkbox for Individual Address Fields
We have an issue with the Mandatory option for the Address block in Zoho Forms. We require our customers to enter their address in the form, so we tick the mandatory field. However, this requires every field within this block to be completed. In many cases, our customer's addresses do not have an 'Address Line 2', one line may be sufficient. Similarly, we have customers without postcodes (such as Ireland where they have not had postcodes until recently). Essentially, we would need a Mandatory tick2019 in review: A look back at the Zoho Forms Mobile App
Hello fellow form builders, As we wrap up 2019, it's time to revisit what's happened this year in the world of the Zoho Forms Mobile App and give an outline on what's coming up next year. First things first. We want to say a big thank you for your continued support and constant feedback - keep it coming! 2019 has been tremendous for us as we continued to explore new ways to bring ease and power to mobile teams. Here's a quick rundown of what 2019 offered! What to expect in 2020? We are enteringAdd button to forms
Hi all I am creating a form using the free version and want to add a 'Buy tickets' button, but I cant find a button option - does it exist in the paid version or is there a way to add one?API for Zoho Forms and Zoho CRM widget pre-fill
We're having trouble finding the Rest API documentation for Zoho forms - is there an active API? We have a specific task we're trying to accomplish. There's a "Zoho CRM" widget in there, but we don't want end-users of the form to look up entries from our CRM. We're putting the form in a logged in site where we have definitive access to the users information (in particular email). We want to pass that email into the Zoho CRM widget, whether it's via the API, Deluge or some other javascript mechanismiFrame formatting & modifying theme
Working to integrate forms onto the website since moving over from 123Formbuilder. Can't figure out two things. 1. what setting do I change to keep the user from having to scroll the form 2) where do I configure the grey background so it matches the site https://getcozybars.com/business-opportunitiesTransfer Zoho Form Unique ID to a Customer Unique ID in CRM
We have a Sign Up form that generates a Unique ID on the Form. We want to integrate the form into the CRM so the Unique Form ID gets transferred into a Specified Field in the CRM. We have integrated every other field on the form but can't seem to get the Unique ID Please Assist?zoho forms data not appearing after sync
Hi, I've been experiencing some problems with zoho forms. Some of the data that I've synced from offline usage is not appearing when I check using the web dashboard. I've tried filtering the data but I still can't see the data I've just synced. If this problem continues, I might have to discontinue my usage of zoho forms as I cannot afford to have data suddenly going missing and causing confusion on whether it was synced or not.javascript embedded
Hello,Is there a possibility to embed javascript on Zoho form for reading et mofifiying field values ?Compute subform row number into formula
Helllo, I need to compute foumula fiels by Multiplying number of row in subform with fixe value on zoho forms. Is there possible ? Thx,Output of a formula as currency?
I have a form that calculates energy savings which requires simple math. The formulas are working perfectly. However, I can only get the output as a number. I would like the output of the formula to show to the customer as a currency. Can I render a formula output as currency?3 embedded forms in 3 webpages all linked
Hi, I have 3 forms that are on 3 webpages that are directly connected to each other. I have connected them by having the "redirect" page to the next page with the next form so it goes home page: form 1 redirected to page two: form 2 redirected to page three: form 3 When I look at the zoho form entries, how do i tell which of each form are related to the other? Is the only option looking at the time of submission, or can there be a way to have the "referrer name" be unique across the 3 forms. ForUpdate Custom Domain used in prefill form field URL
HI - I have added a custom domain for my forms. For each form, I have went to general settings and made the forms use the custom domain. However, on the 'share' tab, I cannot seem to change the prefill form field URL to be my custom domain. The only domain available is your public domain of https://forms.zohopublic.com/xxxxxxxxx . Can I just substitute my custom domain URL and insert field alias's as normal and it will work? Thanks!Thank you!
I love the new interface and I LOVE all of the new fonts available!! Thank you for this major improvement!Next Page
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Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outTake control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettableDedicated support for European customers
In today's data-driven world, protecting your data is paramount to sustaining business growth and maintaining customer trust. At Zoho Forms, we prioritize security and privacy, ensuring that your data is safeguarded to the highest standards. We are proudThe secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensures
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Zoho Forms showing fraud warning in Opera Browser
Hi, I am facing this issue from quite a long time that my zoho forms embed on my website is showing fraud warning in opera browser...it is showing in all other users who are accessing through opera browser.Zoho Forms and subforms
Hi I have made a Zoho form that integrates with my Zoho CRM by adding a record and the corresponding PDF I've created......part way through this form thuogh there is a question that requires me to fill out a different form if the appliance fails "So forGrouping of Multiple field types
I looking group different field types as shown in the image. How do I do this in zoho forms?Connect Forms to CRM
How do I connect information and files submitted through forms with a customer profile?Major iOS issues when accessing forms via the browser
Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential
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Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outTake control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettableThe secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensuresZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond
Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering the
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