Marketing Automation with Zoho Forms
Even beyond the
lead generation forms
you have in place to capture leads for your business, you can still simplify your marketing journey with the
integrations
available in Zoho Forms. This article will walk you through some interesting ideas for converting your leads.
Track where your leads are coming from
Tracking the source from which your responders found and submitted your form will tell you where you are getting the most traffic from across the many channels in which you have shared your form. If you have a lead generation form embedded on your website, you can identify the source from which your respondents visited your website and submitted an entry through the embedded form using our
UTM Tracking
with both basic and advanced tracking techniques.
If you want to go a step further and track even your form events as well, you can achieve this with
Google Tag Manager. These tracking methods will help you figure out what works best for your business and how to modify your lead targeting strategies.
Explore
the different tracking techniques offered by Zoho Forms.
Identify your website visitors each time they visit your website
Engage your leads better with Zoho Forms - Zoho SalesIQ integration. When a visitor fills out the form embedded on your website, the data collected through the form is stored in the visitor's browser cookies, which will help you identify the visitors each time they visit your website.
Further, when a visitor initiates a chat in Zoho SalesIQ using the chat widget, Zoho SalesIQ will prefill the fields mapped in this integration in the chat widget.
Learn about the setup of this integration.
Record form entries as leads in your Zoho CRM account
Zoho CRM is a software to handle your business easily and Zoho Forms integration with Zoho CRM lets you add leads to your Zoho CRM in a snap. Assume you have a Contact Form embedded on your webpage and you want to capture leads. You just have to integrate your form with the Leads module in Zoho CRM and all successful form submissions will automatically fall into your Zoho CRM as leads.
When you pass your leads to Zoho CRM, you can also add tags to the records to identify them easily. For example, if you have a Contact Form on your webpage, adding tags to the leads generated via this form in your Zoho CRM can be identified with these tags so your team knows which clients to prioritize. The tag value can vary depending on the respondent input (captured using form fields), or you can add a tag with a fixed value for all the leads generated using the form.
For example, on the form, the lead chooses the reason for approaching you from the options "Free demo," "Registering for more information," and "Enable free account." If the user selects "Free demo," this response is added as a tag to the record.
Learn about the setup of this integration and
adding tags to the entries
and start capturing your leads now!
Add events on your calendar to follow up on the leads captured
If you are receiving a large number of form submissions and it starts raining leads, well congratulations! But handling an unexpected surge in the number of leads can become extremely chaotic if you do not have a proper system in place to handle the situation. This is when you can integrate your form with Google/Outlook Calendar to keep lead-handling dates readily handy on your calendar.
For example, if you want to contact a lead in a maximum of 20 hours from the date and time of form submission, you can configure to create an event for each form submission as shown.
Assign Tasks within your team to handle customers based on their input
A smart and time-saving alternative to forwarding concerned forms manually to the respective teammates is to automate the process of assigning tasks using
Form Rules
in Zoho Forms. With Form Rules, you can assign each record as a task to org members within your team/company. This can assist in redirecting a form entry to a specific user in your organization based on the input of a respondent so that they can review, edit, update the record's fields, or follow up on the customer.
Learn more
about assigning tasks within your team.
Add leads automatically to your mailing list on Zoho Campaigns
Automate adding contacts to the mailing lists in your Zoho Campaigns account instead of adding them manually, use the
Zoho Forms - Zoho Campaigns integration. With this integration, you can directly add form respondents as contacts to a mailing list in Zoho Campaigns each time a form entry is received and fulfill your email marketing needs.
Reach, engage, convert your leads and grow your business with Zoho 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 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.
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