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 their own webforms.
Webforms are supported for Leads, Contacts, Cases, Vendors, Custom Organization Modules, and Team Modules that you have in your account. Before setting up the webform, complete the following check-list:
- Create a default email template to send automated replies to website visitors upon submission of their information.
- Create an assignment rule if you wish to assign the incoming records to specific users or to assign them based on round robin method. By default, all incoming records are assigned to the administrator.
- Configure the webform further, if needed, to suit your requirements.
- Customize the fields to be added in the web form.
- Test the webform before publishing it on your website.
Webforms can be used to:
- Capture data (visitors' information)
- Communicate with website visitors
- Conduct surveys
- Respond to user questions
- Generate online sales
- Receive online feedback
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FAQs: Webforms
1. What is a webform? Web forms 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 ...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 ...Troubleshooting Webforms
If the Submit button in the webform is not working. Check if it works in other browsers. Re-embed the code from Zoho CRM on to the website. Make sure that the Submit functionality attributes are not removed from the source code, i.e.: "type=submit". ...Zoho CRM Webforms for Google Sites
Webforms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from website into Zoho CRM and to enable non-technical users to design and publish their ...Awaiting Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...