Marketing Automation | Zoho Forms

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.

UTM Parameters

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. 

How Zoho Forms - Zoho SalesIQ Integration works

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.

ZoSalesIQ Integration
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 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

                        Still can't find what you're looking for?

                        Write to us:



                            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 SalesIQ Resources

                                                      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!

                                                                                            Transform the time-consuming “ collect, stack, and enter ” paper form workflow into “ capture, store, and process ” paperless approach with Zoho Forms and simplify data collection. Why Switch to online forms? Here are some disadvantages of using ...
                                                                                          • Zoho Marketing Automation

                                                                                            Zoho Marketing Automation is a marketing automation software that helps you in effectively managing your marketing activities across multiple channels. You can convert your form submissions to capture leads and add them to your mailing list. You can ...
                                                                                          • Enterprise Workflow Automation with Zoho Forms

                                                                                            What is Workflow Automation? Workflow automation is the process of planning, implementing, and streamlining the flow of business activities and processes such as directing tasks, records, and data across the organization in accordance with the rules ...
                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            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