Web Forms | Online Help - Zoho CRM

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.
Permission Required
Users with the Web-to-[Module] permission can access this feature.

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

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho TeamInbox Resources

                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW

                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now

                                                      • Related Articles

                                                      • 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 ...
                                                      • Will I lose my data when removing or deleting a web form?

                                                        No, you will not lose any of your data when a web form is removed or deleted. However, once you've removed a web form, you won't be able to submit any more data into that web form. If needed, you can create a web form host and let leads submit their ...



                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.

                                                        Zoho Show Resources