From Url link to form into CRM
Hi, I am using Zoho CRM mail merge (QrCode) with url (zohoformpubliclik) and attempting to pass on a field alias of the serial #. Please note we don't send the via email only print with the QrCode with the link created for that Zoho form. Example CRM Record - Field 1 name = Serial# (unique) = 123abc CRM Record - Field 2 name = Zohoform link = public url from Zoho form (https://zfrmz.com/qWRfqZYtofo0vFThRq8) Then in the mail merge we add the two to create one link (zohoformlink/?Serial=123abc) thisSubmit button on forms
I've been through this site multiple times and I cant find this. When people fill out my form and click the submit button, I want the form information to come directly to my email box, without having to go on the website to view. How?Foolproof tips to gear up for the holiday season with online forms
Hello fellow form builders, We hope you've enjoyed hosting forms throughout the year. If you're hoping to ease your data collection and business workflows this holiday season, we're here to help! To help show you how to use forms as part of your best holiday strategy, we have exclusive tips and tricks based on several different scenarios. Take a look! 1. Improving online sales: Want to build trust and provide the best ordering experience while you attract new customers and nurture existing relationships?Image upload examples
It would be helpful if we could show an image example embedded in the form to show what's required for a photo upload field. Quite often we see an incorrect image being submitted. John5 Ways to pull off holiday events like a pro using online forms
Hello fellow form builders, This is the fifth post of the five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Holiday events are suppose to be fun, and so is hosting them. So if you are overwhelmed and it seems like your event organizing is all over the place, then something has gone wrong. Yet, sweat not - we've got you! The entire event planning process can be made easy by automatingAttached Form Upload Document to Account
Is there a way that I can have the document that we collect on a form be included in the attachment section of an account?Save Form response as draft?
Is it possible for the response to a Form be saved as a draft by the User? The use case is a Form to collect information about an event BUT not all the information may be available immediately. I want to let my user be able to complete part of the Form, save it, then continue to edit/complete it later.Send emails based on dates collected in forms
Firstly, I love all zoho products, they have made my life so much easier. Some of the forms I collect, will gather various dates. I would like to use the dates collected to trigger reminders. Eg if a due date is collected I would love to be able to set up an email trigger several days prior to the due date, and then again on the due date. I think this would be a fantastic additional option in the emails section.5 ways to improve your holiday fundraising with online forms
Hello fellow form builders, This is part four of our five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Asking for money isn't easy, yet it's a crucial step for any fundraising group or organization. During this holiday season, make collecting donations fun and more effective with our list of the top five ways to improve your overall fundraising process. Let's dive in. 1. CreateTop 5 reasons to choose online forms for your holiday orders
Hello fellow form builders, This is part three of our five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Holiday sales can be fun but also stressful. Why so? Whatever charm the holiday season brings, businesses work relentlessly to acquire new orders and customers, create excellent customer experiences, and retain their loyal buyers. This can easily get disorganized when not donemy forms are no longer populaitng CRM accounts
Hi I hd everything working fine - users would complete my Zoho Form and it would create accounts in Zoho CRM. This has stopped working and i no longer get any accounts created, Please can someone help? Thanks PascalUnable to use PayPal integration
I have a PayPal Pro account that I want to use within a Form to take payments. Here is the error message. It's ALSO unclear to me what Forms wants the Paypal "Account Name" to be when putting the field on a Form. I'm Zoho One subscriber. Error MessageForm Redirect Rules - need to combine And / Or options
Hi I have my forms set up that they fill in the a registration form on the website and are then taken to a payment form for a stripe payment. We offer 3 currencies, and multiple discount codes. Discounts are usually only 20% or 40% but each may have many codes at any time. This system worked for when we were offering once currency. I then had redirect rules based on Any of the following codes. I now need EUR AND any of the following codes; GBP AND any of the following codes and USD AND any of theCan you create legal forms, i.e. contracts, NDA agreements, etc?
I am struggling to figure out how to create non-disclosure agreements and similar forms. I can use the "Terms of Service" box to input the contract language but it seems like there should be a way to just enter text free form. What am I missing?Streamline holiday leave requests with online forms
Hello fellow form builders, This is part two of our five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. The best part of the holiday season is taking that much-needed break from a stressful work environment. However, the process of approving leave in an organization, also known as time off, is not as easy as it sounds. This process is highly prone to delays due to chaotic paperworkForms integrating with CRM Mapping dependencies
Hi Team, Please help me out in this. I have integrated zoho forms with zoho CRM. In form i have a dropdown of AREA list, in CRM dropdown "area field " is mapped as dependencies with Region field. So now the problem is when Area is selected in form and on submitting form, the data is getting into the lead i.e area to area, but region is not getting selected automatically, as i have mapped dependencies area with region. in this case I have to open the lead once and need to click on area field once5 tips to boost sales during the holiday season
Hello fellow form builders, This is part one of our five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. With the Holiday season around the corner, it's high time to start using your forms to drive conversions. Customers always look forward to this time of the year with excitement. They are ready to start shopping and are on the lookout for deals. To help make sure your forms are inZoho Forms Link not working for some people
Hi Zoho Forms team, we are regularly sending our shared link to a Zoho Form but some people are reporting the problem that they cannot view the form to complete it. This is the link we are sending (from Zoho Forms/Share/Share publicly/Shortened URL) to our clients and a lot of clients do not have any problems accessing it but there are always a few that say that they can't open the link and that when they click on the link, they get re-directed to the main Zoho Forms page (see below): Can you helpHyperlink in a form - Open in new window
I am building a form that is an online course where I list a link to an online video for the student to click on and then answer questions. I am listing the hyperlink in a “Description” field. I find that sometimes the hyperlink opens the video in a new window, but sometimes it doesn’t, and then when you click on the back button to go back to the form, it starts the form from the beginning. How can I list the hyperlink to open to a new window? When I click the hyperlink button, it doesn’t giveZoho Forms "From" Email Address
Hello, I have a suggestion for an enhancement. I'm in the process of creating a Zoho Form that would generate a help desk ticket in Zoho Desk through an email, when submitted. I'm doing this because I want the ticket description to include the email body, instead of integrating Desk and Forms and having to create a bunch of custom ticket fields. It would be nice if I could pull the "From" address out of the form in the Email & Notifications settings, so it uses that email instead of mine or notifications@zohoforms.com.Adding Zoho Forms to complement a ticket in Zoho desk
Is there a way to attach Zoho Forms form to Zoho Desk seamlessly or you have to export form as PDF and attach to ticket in Zoho Desk? I am doing services on machines and filling PDF forms in Acrobat Reader for job completion and then attaching it to a ticket in Zoho Desk. Just discovered Zoho Forms and want to improve my work flow. There is an integration option, but i am not sure how it works even after reading instructions.Regenerating the PermaLink for a Form
Although a form name can be changed, that doesn't affect the permalink attached to it. How do you regenerate the permalink so it includes the current name of a form?zoho sites issue with the forms
I posted this in sites to see if it was something on their end. They said it was a something with zoho forms and that some attributes needed to be added. It was working fine before and I noticed the problem this past Friday. What do I do to get it resolved. Thanks. https://help.zoho.com/portal/community/topic/contact-form-submit-button-not-showing-on-some-phonesTracking Google Adwords in Zoho Forms > Zoho CRM
We've got an embedded Zoho Forms Form in our website (a new client application form). When someone completes it, how do I get them into Zoho CRM ALONG WITH the Google Ad GCLID? We're using Google Ad tracking in CRM - which works well with leads from Sales IQ & Marketing Hub, but not forms.Additional Payment Gateways.
Are there any plans to integrate additional payment gateways such as Square or Braintree?Is there a limit to how many confirmation emails can be sent per day?
If I have a very active form (or multiple forms with high daily submissions), is there a limit as to how many email confirmation can be sent per day? Please advise a.s.a.p. Thank you, Jim Canto, www.tonic.ventures Home of Virtual CoworkingError trying to upload jpg images
I'm in the middle of a HUGE fundraiser, and all of a sudden no one can upload jpgs. I sent in a support request but I haven't heard anything. I'm feeling very embarrassed about it. Can someone please help?E-mail lookup to get data from CRM Contacts
Hello averyone, I need to create a form where user will first input their mail address and form should do a lookup in CRM contacts. If e-mail already exists, other fileds like name, phone, address, etc must be pre-filled. I want this to avoid returning users keep filling same data over and over. How can I do this? Thanks! JeffWebhook not receiving POST data
I have setup a test form with CRM and Webhook integration The CRM upsert is working fine, but the webhook url is not receiving the POST data from the form. I added an extra parameter and this is being sent with GET method. All the webhook is doing at the moment is sending me an email with the $_POST and $_GET data, but $_POST is an empty array.How can I show data from Zoho Forms in a custom app created in Zoho Creator?
I want to show the information from a register formulary in a zoho creator app, is this possible?I create a form with ZOHOform and collect data.
I create a form with ZOHOform and collect data. So we set up to update data from form to CRM on the way. Does this setting synchronize the data accumulated in the form so far? Or will the data be entered into CRM only after the update setting?Zoho Forms webhooks integration
Webhooks integration does not work on our form.SubForm with multiple values and lines
I want to create as i CRM liste where i can enter information in a form and add as line number as i need With field with choice and value corresponding to value indicate in first page Exemple : how many cars have you ? If 5 cars ; Trade mark, Modèl, from date , etc... Is it possible ?QR Code Scanning app on Zoho Creator
Hi Can somebody tell me how I can create a scanning application on zoho creator? What this app does is the following: 1. User downloads the scanning application via link 2. User opens the app then scans a QR code from a company 3. A custom module that is created in Zoho CRM is updated when the QR code is scanned with the information about the user and the company Something like this (attached image) ThanksCan we capture current time in Zoho Forms?
Hi Is it possible to capture the current time in zoho forms without writing the script? RegardsHow to remove option once selected?
Here is our example. We have 10 options which are time slots. Each time slot has four openings. That is a total of 40 openings for the day. What we want to do is remove the time slot from the radio button list once all four opening have then selected (submitted). While we can tell people the option is full when they submit the form via script, we are looking for a script that will remove the option from the list once full. Thanks in advance for your guidance and expertise!Field still mandatory
Good morning. I am trying to edit a form in our account. There are two fields that we had marked as mandatory that we need changed to optional. I have unchecked "mandatory" and saved the form, however, I'm still unable to submit the form without filling out those fields. Any ideas?Need multiple users to be able to "Merge" form responses
Hello, We need to be able to let multiple users manually "Merge" form responses. I'm assuming that means that we need multiple owners which i see you've said multiple times is something you are working on, but I was hoping there might be an update on when this might be ready (plus I wanted to add my vote to those who say this is a much, much needed feature). Thanks, HeatherMulti step registration form
Hi, Here is my requirement. Please let me know how to do it. It is for a non-profit event. Assume it is a 7-day event. 1) Day-1 we register all the users with basic contact info. 2) Also, mark Day-1 attendance. 3) 2nd day onwards, when the participant comes, we ask phone number. Search participant by phone number, participant info shows up. Mark 2nd day attendance. 3) Continue attendance for all other days. 4) Generate excel report with attendee details and attendance in one row. Please let me knowDocument merge from different forms
Is there a way to output a document that collects multiple data sources (forms) ? I have fields from one embedded form on a website that i want to merge with data from fields that are embedded on a separate form on the same website.Next Page
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DKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringCloudflare Turnstile is now available in Zoho Forms!
Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,This festive season, offer discounts with coupon code support in Stripe Checkout
Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout canNew in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection
Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’reNew in Zoho Forms: Inline OTP Verification
Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondents
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Set Frozen Cells in the Report Settings
Hi, It would be nice to be able to set the frozen cells in the report Settings, and have an option if this is fixed or can be changed after loading (On the next load it still goes back to the Settings). Thanks DanImproved Integration Failure Information (And Notification Options)
Hi, When an attachment service for example fails, you just get "Field x - Error", I can check the field it is failing on and find nothing wrong, same file size, type, dimensions, etc. so more information as to the actual issue would be helpful. And anHEIC File Type Viewer
Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open itE
We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.Change User Role in a Form
Hi, When in a form, it would be good (And consistent) to be able to change the user role/permission like you can with Shared Reports, All Entries or the actual User itself, rather than having to delete the users permission and then add it back again with
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DKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringCloudflare Turnstile is now available in Zoho Forms!
Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,This festive season, offer discounts with coupon code support in Stripe Checkout
Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout canNew in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection
Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’reNew in Zoho Forms: Inline OTP Verification
Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondents
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