How do you integrate Zoho Forms with Zoho CRM?
It is possible to integrate Zoho CRM with Zoho Forms in the following CRM editions:
- Enterprise
- Ultimate
You can use Zoho Forms to build online forms or applications to collect data from your website visitors. When you integrate Zoho Form with CRM, you can also use the fields available in CRM in your forms. You can create and customize your form, add the required fields, and send it to your customers for data collection. You can capture the form submissions in Zoho CRM and pre-populate certain data such as name and email address from CRM in your form.
To enable the integration:
- Navigate to Setup > Marketplace > Zoho > Zoho Forms.
- Click Set up Now.
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