Using Zoho Forms, you can easily build an online form for all your business needs. Create and customize the form, add the required fields and send it to your customers thus facilitating data collection. It allows you to capture the form submissions in Zoho CRM and pre-populate certain data such as name, email, etc. from CRM in your form.
For example, Zylker, an apparel store has setup an exhibition and wishes to add the interested customers as Lead in their Zoho CRM account. To do so, the Manager of Zylker creates a form in Zoho Forms and integrates it with Zoho CRM. Now, when an interested customer submits the form, their data gets automatically captured as a lead in the Zoho CRM account.
After a month, the Manager wants to update the information of all his customers and get their consent on the updated privacy policies of the company.
Hence, he creates the form, pre-populates the name and integrates it such that, the existing records of the customer gets updated upon form submission.
By integrating Zoho Forms with Zoho CRM, you can do the following:
Intergrating Zoho Forms with CRM includes the following steps:
You can drag and drop the Zoho CRM field within the form that can help in following:
To add Zoho CRM Field in your form
Integrating your form with Zoho CRM allows you to
Field Mapping - This allows you to map mandatory and other fields from CRM to the corresponding fields in the form. The reason being, whenever a form is submitted, the data entered in the fields is captured in the appropriate fields in Zoho CRM.
For example, Last name field is added in the form and is mapped with the Last Name field in Zoho CRM. Now when the customer enters submits the form, the last name in CRM will be automatically captured.
Actions - At times you might want to perform certain actions when a form is submitted. Zoho Forms allows you to perform certain actions.
See more: Actions
To integrate the form with CRM
By enabling this integration you can share the form with your customers with certain information being pre-populated from Zoho CRM in your form.
To integrate Zoho Forms from Zoho CRM
Send Form via email
You can send the form to your customers using the email template you have created or by adding the URL in the body of your email.
Create Email Template If you would like to follow a standard email for all your customers you can create an email template which bears the URL of the appropriate form. Once created, the appropriate template can be chosen and sent to your leads or contacts.
See more: Create Template
To send form using email templates
To add the form URL in the email
You can choose to deactivate Zoho Forms integration if necessary. Once the integration is deactivated, you will not be able to perform the following actions:
To deactivate Zoho Forms integration
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