Zoho Community | Connect, network, and share on Zoho Forums

        • Announcements

        • 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
        • Share forms with your team to collaborate better

          Collaborating and communicating as a team gets things done faster and increases productivity. That's why we're excited to announce our form collaboration feature, where you can share your forms privately with select users and co-edit them together.  What's
        • 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
        • 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,
        • 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

          Zoho Pagesense Resources

            Zoho DataPrep Resources



              Zoho CRM Resources

                Zoho Subscriptions Resources




                      ご検討中の方


                          Zoho Sprints Resources




                              Zoho TeamInbox Resources

                                Zoho Books Resources


                                  Zoho Projects Resources


                                    Qntrl Resources


                                      Zoho CRM Plus Resources

                                        Zoho Campaigns Resources

                                                  Zoho Desk Resources

                                                    Zoho WorkDrive Resources






                                                        Migrate to Show’s New Community

                                                        A place to share, discuss and stay updated about everything relating to Zoho Show presentations.



                                                              Zoho Writer Writer

                                                              Get Started. Write Away!

                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                  Design. Discuss. Deliver.

                                                                  Create visually engaging stories with Zoho Show.

                                                                  Get Started Now


                                                                    Zoho Show Resources

                                                                      Zoho Creator Resources


                                                                              Nederlandse Hulpbronnen



                                                                                            • Most Discussed Topics

                                                                                            • Zoho Desk integration - if a user updates a form

                                                                                              Can someone tell me what happens via the Zoho Desk integration if a user updates a form response?  At the moment, I have it configured to create a ticket when a form is submitted, but I'm wondering if I enable the ability for people to go back and edit
                                                                                            • How do I disconnect my Salesforce integration?

                                                                                              I need to integrate a different Salesforce sandbox with my Zoho form.
                                                                                            • How to use Google Drive attachments in Document Merge

                                                                                              Hi all, We have set up a Zoho Form and want to use Document Merge with Zoho Writer to generate styled PDF. We ask for different data types including files and images within a subform. We use Google Drive to store our Form Attachments, as provided by Zoho
                                                                                            • Summary at the last page

                                                                                              Hello. I allow myself to write on the forum in order to obtain help for one of my forms. I apologize for my English, I am in France. On the first pages, people write a number in the number fields. I would like these figures to be carried over to the last
                                                                                            • Bigin-Forms upsert existing deal

                                                                                              Hi is it possible to upsert an existing bigin deal using forms?  our workflow has a deal being created, then a site visit where the form is filed out, i would like to then send the info in the form to the existing bigin deal along with a PDF copy. is
                                                                                            • Sticky Posts

                                                                                            • 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
                                                                                            • 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
                                                                                            • 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,
                                                                                            • 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