Web Forms

Web Forms

Capture visitor information directly from the website using Web Forms




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                                                        • Related Articles

                                                        • Web Forms - An Introduction

                                                          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 to design and publish ...
                                                        • Setting up Web Forms

                                                          Creating a web form 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 ...
                                                        • Auto Response Rule for Web Forms

                                                          When a business invites enquiries from prospects via their website, the details of these prospects are recorded and tracked within the CRM. The next step is to follow up with these prospects in hopes of closing a sale. While it is indeed important to ...
                                                        • 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 ...
                                                        • How can I send auto response emails to all the leads generated through web forms?

                                                          There are two options through which you can send auto response emails to all the leads generated through web forms: Email Notification option - While creating a web form in Zoho CRM, you can send common automated emails to all the users who submit ...

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