Creating CRM Forms
CRM forms typically refer to forms that are designed to work seamlessly with Zoho CRM. These forms are built to capture data and integrate it directly into Zoho CRM.
Normally, when you build a form, you can integrate it with various services like email marketing platforms, project management tools, and more through the
Integrations
tab in your form builder. However, if the main purpose of your form is to automatically feed data into your CRM system, you can take a more direct approach of creating a form that exactly fits the your needs of integration with the required fields for mapping. In simpler words, instead of creating a form and then setting up a separate integration with your Zoho CRM, you are creating a form with Zoho CRM in mind right from the start.
To build a form that is integrated with Zoho CRM,
-
In your Zoho Forms account, click the button to create a new form in the top-right corner.
- Choose CRM Forms.
-
You will find 4 sections to build an integrated form.
-
Create Connection
Here, choose the Zoho CRM organization that you want to integrate your form with. Select the Zoho CRM Module and Layout where you want to push the form data on form submission. Click Next.
-
Select CRM Fields
Here, all the Zoho CRM fields within the selected module will be listed. Select the CRM fields that you want to populate with data from your form.
-
Map Form Fields
Here, map the selected Zoho CRM fields with the corresponding fields that you want to have in your form. Additionally, you can edit the names of the form fields and choose the appropriate field type from the supported fields that correspond to the Zoho CRM field types. Click Next.
- If you have set range values in Zoho CRM for the mapped Zoho CRM fields, these values will automatically be applied to the corresponding form field's properties in Zoho Forms.
- The choice values of Picklist/Multi-Select fields in Zoho CRM will be populated into the form field's choices of your form. If a default value is set for a Picklist/Multi-Select field in Zoho CRM, it will be set as the initial value for the corresponding form field in your form.
- If a field is marked as required in Zoho CRM, the corresponding form field will be created as a mandatory field in Zoho Forms.
-
Form Setup
Here, give your form a title and choose the form type to be either standard or card.
-
Click
Create Form.
-
Once the form is created, you will land on the integrations tab of your form builder.
The option to create CRM forms is available only in our paid plans.
Supported Modules
You can integrate your forms with the following Zoho CRM modules:
Standard Modules:
Leads, Contacts, Accounts, Deals, Campaigns, Cases, Solutions, Products, Price Books, Vendors, Meetings, Tasks, and Calls.
Custom Modules:
Zoho Forms can be integrated with all custom modules in Zoho CRM.
Supported Field Types
The following table lists the Zoho Forms fields that can be mapped with the respective fields in Zoho CRM while creating CRM forms.
| Zoho CRM field |
Supported Zoho Forms fields
|
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