Webforms
Webforms - An Introduction
Webforms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Non-technical users find it easy to design and publish ...
Setting up Webforms
Creating a webform involves three steps: Building the form - Drag and drop fields to build a form and format it easily with the WYSIWYG editor. Specifying the form details - Add details such as form name, landing page URL (where the visitor needs to ...
Auto-response rules for webforms
Webforms are a powerful tool for generating leads, as they serve as a direct line of communication between businesses and their leads by helping record and track every inquiry submitted via a business's website in their CRM tool. Businesses can then ...
Webform A/B Testing
Webforms are interactive HTML forms published on web pages which users can fill in and submit. Like any other webform, the ones created in Zoho CRM can be embedded on your web pages for various purposes, such as to gather feedback, place product ...
Webform Analytics
Webforms are the most common tool used by organizations for lead generation. As the lead submits the form their information is captured in CRM from where the reps take it up for the further follow-ups and nurturing processes. Read more about creating ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...