Automation Features | Zoho Forms

Automation features in Zoho Forms that can save your time

In today's time-constrained online world, manual processes may cause you to move slowly, directly affecting your business. Zoho Forms offers you with key automation features to handle your business's needs and deliver a seamless user experience. With these features, you can devote the right amount of time for activities that truly call for human engagement, increase your productivity, cut down the possibility of human errors and grow your business. 


Explore the 15 automation features available in this walkthrough that can make every day more productive for you! 

Auto-generated embed codes

Use the to ready-to-use embed codes that are generated automatically when you create a form and embed your form on your website. Simply, copy and paste the provided piece of code onto your webpage, and you've got yourself a webpage with a form in just a few minutes!

Embed forms

Explore the various embed options available in Zoho Forms and choose the one that best fits your website.

Auto-responder emails

Instead of sending emails to a mailing list, why not send emails to form respondents automatically and simplify your lead-nurturing efforts? Without any manual effort, this can help in following up on your leads and sustaining a healthy customer interaction. To give your emails additional value, include important attachments like invoices or PDFs of submitted forms, documents merged with form responses and more. 
Auto-responder emails

Learn how to trigger email notifications automatically when your form is submitted or updated. Depending on the information that responders enter in the form, you can also trigger conditional emails with varied content. Know how

Approvals

Streamline the manual approval processes that you already have and make them more efficient and easier to manage by automating multilevel or hierarchical approval workflows. You can configure multiple levels of approval and add designated approvers from your organization, who will get notified when new form entries are received for review and approval. You can trigger email notifications for each stage of the approval process, and choose to process integrations set up for your form only on the approval of the form entries. This automation can ensure a systematic approach that will prevent delays and establish uniformity across your team. 
Levels of Approval
Learn how to manage approval requests from the start to finish.

PDFs of form submissions

Your respondents might want to keep a record of the important data they have filled out such as purchase orders, complaints they have raised, or applications for their reference. Giving your customers a PDF copy of their form submission will be extremely beneficial to them, and creating the PDFs won't need any effort on your part. Automate the generation of PDFs of form submissions, provide the link to them on the Thank You page or include them as emails attachments. The icing on the cake is that these PDFs are totally customizable!
PDF of form submission in Thank You page  Include PDFs in email
Know more about sending PDF copies of form submission.

Documents populated with form data

Generate ready-to-use documents merged with form responses like invoices, receipts, certificates, interview call letters, etc,. with our Document Merge feature. Attach these merged documents in emails sent to respondents.
job application form  Document populated with form data

Populated Payment fields

You don't want your customers to perform complex math in order to pay for the products they decide to purchase from you. Use our Formula field to execute complex calculations for you and then, while configuring the Payment field, simply select this formula field to have the Payment field filled in automatically! Find how you can do this.

Payment forms

Prefilled Form fields

Boost the number of form submissions by accelerating the rate of form completion. Prefill form fields to make form filling quicker and more smoother for your respondents. 

Prefill fields using Field Alias

You can also automatically prefill a form with existing Zoho CRM data using the Zoho CRM field so that your respondents can view and update their data in the Zoho CRM records.

Prefill forms
Learn more about Zoho Forms - Zoho CRM integration.

Unique Ids for each form submission

When you have a large number of orders or bookings and a customer has a query concerning their specific order or booking, that's when Unique ID comes in handy. When you include the Unique ID field in your form, it's hidden when a user fills out the form and automatically generates a unique number for each form that helps identify submissions distinctly. You can even specify a prefix or suffix to be added to each ID, for example, a prefix of PI for Patient ID which is auto-generated in a doctor's appointment form.

Unique ID field Unique IDs generated

Check out how you can make the Unique ID field visible in your form's PDF copy.

Task Management in your team

Automatically assign tasks to your team members on receiving form entries and share workload within the team using Form RulesGive task owners edit permissions so they can modify specific fields.
Assign Tasks

Respondent redirection on form submission

Conclude the form-filling experience by automatically redirecting your respondents to a form or to a website after every successful form submission and guide your respondents beyond the finish line. You can even prefill the fields in the redirected form or website with the form responses submitted.

Redirect to a Website
You can also redirect your respondents to a form or a website if a certain set of defined conditions are satisfied after they submit a form entry using Form Rules

Form translation to the language of your choice

Break the language barrier and reach a wide range of respondents for your form across the globe with Language Translation feature in Zoho Forms. With this feature, you can automatically translate the form content, field content, acknowledgment page's content, and custom messages to any of the supported languages. You can translate your forms into multiple languages. With the questions, descriptions, and instructions available in their native language, form-filling becomes a quicker, seamless experience for your respondents. 

Multilingual forms

Relevant field display with conditional logic

Using our Field Rules, you can choose to automatically show or hide certain form fields to your respondents based on their input. This way, you can let your respondents view only the fields relevant to them while they fill out your form and customize the form filling experience.

Conditional Logic Form Builder - Zoho Forms

Offline mobile form entries

Provide powerful offline forms to your mobile teams working at remote job sites. The fully functional offline forms software enables you to build, view forms offline, and collect data. When you are back online, the forms and entries you have collected will sync with your account.

Work Offline with Zoho Forms Mobile App

Address fields auto-filled on mobile forms

When filling out a mobile form, automatically capture the coordinates of job sites that do not have a physical address. Autofill address fields with a single tap and save yourself the trouble of typing the complete address.


Contact fields in mobile forms populated from a business card

With our mobile app, you can instantly scan the content on a business card and auto-populate relevant contact fields in your form. Eliminate human errors while manually entering data and fill out form fields by scanning QR codes or bar codes with our code scanner for mobile forms.



    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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      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

                                                                                                      • Welcome to Zoho Forms!

                                                                                                        Every business, big or small, needs to scoop up data at some point. Data helps businesses understand their customers, and figure out what's working and what's not. It's like having a map to guide you through the business journey. Transform the ...
                                                                                                      • Save & Resume

                                                                                                        When you share a form that has numerous questions, it might take a long time for your respondents to fill it out at one stretch. Sometimes, your respondents may not have all the details to complete a form in one go. In the worst case, your ...
                                                                                                      • Creating your first web form in Zoho Forms

                                                                                                        This walkthrough is to help you get started with creating a form using Zoho Forms. Follow the simple step-by-step instructions given below to build forms that perfectly match your requirements. Creating a new account To build a form using Zoho Forms, ...
                                                                                                      • How to build interactive forms online?

                                                                                                        What are interactive forms? Interactive forms are the ones which visitors can engage without any difficulty, providing them a user-friendly approach rather than the feel of paperwork. This is essential to make the form filling experience smooth and ...
                                                                                                      • Tips for creating visually appealing forms

                                                                                                        Table of Contents Overview What details matter the most in a form? Form Title and Description Fields Choice fields Image Choices to market your products Talk to your respondent with dynamic fields Submit button Structuring a long form Section and ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

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



                                                                                                          eBooks

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



                                                                                                          Webinars

                                                                                                          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