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                                                                                          • Most Discussed Topics

                                                                                          • Automatically assign lead to task owner

                                                                                            Hello, I have a Form on Zoho Forms which is integrated with the Lead Module on Zoho CRM. I'd like to automatically assign the lead to the Task Owner. How can I do that? Thank you
                                                                                          • How to set conditions for restricting form update

                                                                                            Hi,  We would like to restrict user access to updating a Zoho Form based on certain field criteria set in the CRM integration when data prepopulates.  How can we do this? Thanks, Jason
                                                                                          • Auto-Save at Pagination

                                                                                            Is there a way to set a Zoho Form up to auto-save entries whenever the Next button is pushed to go to the next page of a form? The use case here is a lead capture form. I have leads entering information, and I have the form set up to collect the most
                                                                                          • Skip mandatory subform field when editing Zoho Form

                                                                                            Hi, We have a mandatory subform field in a Zoho Forms that users must complete when submitting the form. When they update the form, the subform fields do not prepopulate as the main fields do, so they are forced to re-enter the subform field information
                                                                                          • Date and Time Selection

                                                                                            I would like the users to select the date and time +2 hours from the current input. Giving us a turnaround time of 2 + hours from the request initiated.
                                                                                          • Sticky Posts

                                                                                          • Streamline your organization's service requests with Zoho Forms: ServiceDesk Plus Cloud integration

                                                                                            Hello fellow form builders, Tending to service requests within your organization as quickly as possible is key to smoothly maintaining business functions. If your organization uses ServiceDesk Plus Cloud, integrating Zoho Forms makes collecting service
                                                                                          • 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
                                                                                          • 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
                                                                                          • Track your form events in Google Analytics using Google Tag Manager

                                                                                            Hello fellow form builders,  Tracking your web forms is a crucial task that helps you determine how well your customers are responding to your business strategies. With tracking, you can analyze user behavior to identify the fields or pages where users
                                                                                          • Create dynamic rich text field labels based on form answers

                                                                                            Hello fellow form builders,    A great form-filling experience is so smooth that it feels effortless to the form filler, which means it's also likely to result in more form conversions. To help you with this we are making field labeling better! The enhancement we're rolling out is an additional setting to personalize the naming of form fields. This means you'll be able to incorporate form answers into the field labels as you name them. To break it down to you, here are a few examples: Hi Richard,