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 their own web forms.
Web forms are supported for Leads , Contacts , Cases and any other Custom Modules that you have in your account. Before setting up the web form, 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 web form 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.
Web forms 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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