Best Practices for Zoho Forms - Zoho CRM integration

1‌. Check if changing the properties of a field integrated in Zoho CRM will affect the integration

For example, if a mapped field is marked mandatory in Zoho CRM, ensure that the corresponding form field is marked mandatory in Zoho Forms so that the user enters data into the form field and the integration does not fail.

Email Field Marked as Required in Zoho CRM

Email Field marked as Mandatory in Zoho Forms

2‌. Choose to receive an email alert if the integration fails

‌An email alert will be triggered on the first occurrence of integration failure every 24 hours. Once you have successfully integrated,

click Set Alert in the top-right corner and configure the email alert template.

3‌. If you have been using the Field Alias Settings in Zoho Forms to prefill your form fields with data from Zoho CRM, use the Zoho CRM field instead

4‌. Add a tag to the records pushed via this integration for easy reference

The tag value can vary based on the respondent's input (captured using form fields), or you can include a tag with a specific value for all the entries received via a form.
Tag records

For example, in a form where the lead chooses the reason for approaching you, the options might be "Free demo", "Registering for more info", and "Enable free account". If the user chooses the option "Free demo", this answer is passed as a tag to the record.

5. ‌Do not overwrite empty values while updating records

This option avoids overwriting existing field values in Zoho CRM with empty field values from Zoho Forms while updating a record.

6‌. When changing form ownership, ensure that the new form owner has proper integrated module permissions.

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Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

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Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

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Quick Links	Workflow Automation	Data Collection
Web Forms	Retail	Online Data Collection Tool
Embeddable Forms	Banking	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Forms for Solopreneurs
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel	Features for Order Forms
Prefill Forms	Non-Profit	Forms for Government
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms	Insurance
Drag & drop form builder
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms	Wufoo alternative	Encrypted Forms
Accessible Forms	Typeform alternative	Secure Forms
		WCAG

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