Exposing webform as link or QR Code and actions on submit customization in CRM

Exposing webform as link or QR Code and actions on submit customization in CRM

Dear Customers,​
​
​We've taken it a step further and introduced the ability to expose webforms as links or QR codes. Publishing format now includes both these formats. Earlier, you could only embed the webform or use it in iFrame in your webpage. Now, expose webforms as links for seamless integration into blogs, emails, and social handles. No webpage? No problem! Collect submissions effortlessly with the link format.​
​
​Two major enhancements in this release:​
  • Link and QR Code are introduced to the existing publishing formats.​



  • Actions on Submit button - We've got you covered with a customizable splash message, a thank you page, or redirect to a custom URL upon submission.​

    ​​

Now, let's see what these new options can offer us.​

​Link format

​Exposing webforms as a link enhances accessibility, allowing easy sharing through various channels like emails or social media, streamlining user interaction and increasing engagement.​
​
​Let us look at an example to understand this better. Let's say you're running an email marketing campaign to gather customer feedback. You can include the webform link in your email content where recipients can conveniently access the form directly from their email.​
​ ​
​Note: You can also say goodbye to lengthy URLs! We now provide shortened URLs for easy sharing.​



QR code format

​​The benefit of exposing webforms in QR code format in Zoho CRM is increased accessibility and convenience. Users can easily access and interact with webforms by scanning QR codes, such as in events, marketing materials, or any situation where physical or digital distribution of QR codes is practical.​
​
​For example, let's say you're hosting a business event or conference. You can generate a QR code linked to the event registration webform. Attendees can quickly register by scanning the QR code with their smartphones, simplifying the registration process and enhancing the overall event experience.​
​
​Note: You can download the QR code as an image file and use it on printed materials, such as brochures or posters, to link individuals to the associated webform with a simple scan seamlessly.​



Customization actions on "submit"

​​You can easily share webforms in different formats and customize one of three actions for the submit button.​
​

​Thank You Page​

​​​Opting for a thank-you message redirects you to another page right after clicking the Submit button. This page delivers a confirmation, instructions, or any relevant details.​
​
​The thank-you page serves the purpose of offering users without a custom webpage a system-defined space to showcase a personalized success message post-submission. You also have the flexibility to customize the content on this "thank you" page, enhancing the overall post-submission experience for your users.​



Note: You can customize the message using the text editor options.​



​​Splash Message​

​Opting for a splash message ensures that the success message appears on the same page immediately upon clicking the Submit button. This feature is perfect when you want to present the success message directly on the webform's hosted page, offering a seamless and engaging user experience.​



​​Form title Preference
​
​Apart from the above enhancements, you now have the option to decide whether to show or hide the form name on your webform by checking the "Preferences" checkbox. ​



​​​Availability: ​
  • The link option is available for all paid edition and developer edition.
  • The QR code option is available for only the enterprise and above edition.
  • Action on submit and preference of name is available for all editions.
​
​Thanks,​
​Zoho CRM Team

    • Sticky Posts

    • Unveiling Zoho Sites 2.0 - A new dimension in website building

      Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.

    • SEO for your Zoho Sites Website

      Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/

    • Website Accessibility

      I have two sites created in Zoho Sites which are both live. Some questions: 1. Are any of the template themes WCAG 2.1 AA compliant? 2. How do I change the format of a sub-heading in the header section? 3. Is there any way to add focus indication for

    • Visual Editor Webinar

      Join our FREE live webinar to learn how to use the Zoho Sites Visual Editor to easily design your website. Our product specialist will demonstrate how this tool will help you customize your website to suit your requirements.  Register here: https://www.zoho.com/sites/webinars/

    • Zoho Sites Webinar | Integrations

      Join our FREE live webinar to learn how to integrate both Zoho and third-party products with your Zoho Sites website. Our product expert will demonstrate how to use these integrations to grow, manage, and retain the customers you bring in. Learn how to take your business forward and build stunningly robust and efficient websites. Register here: https://www.zoho.com/sites/webinars/

      • Recent Topics

      • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

      • Cannot connect to imap.zoho.eu on iOS26

        Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't

      • Personalize your booking pages with Custom CSS

        Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

      • Marketer's Space: Plan smarter with Zoho Campaigns' Calendar

        Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,

      • User

        If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?

      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

      • Outlook - Zoho CRM Calendar Integration

        I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated

      • 【Zoho CRM】ポータル機能のアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待：指定した条件を満たすユーザーに、自動で招待を送信 招待設定：招待メールの言語を選択し、言語ごとに条件を設定可能

      • Contact data removes Account data when creating a quote

        Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

      • I need to know the IP address of ZOHO CRM.

        The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below

      • Email was sent out without our permission

        Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?

      • Export all of our manuals from Zoho Learn in one go

        Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

      • Automation#31: Automate Splitting Names for New Contact Records

        Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,

      • Automatically remove commas

        Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

      • Transfer ownership of files and folders in My Folders

        People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

      • Project Change Orders and Additions

        We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

      • ZOHO Desk - Description of slave ticket disappeared after Merge

        Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. Could

      • How do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?

        I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a link

      • Problem Adding Facebook Account

        Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main Facebook

      • Zoho Desk Teams App is not loading

        Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. Kindly

      • About Meetings (Events module)

        I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the

      • Zoho People - Retrieve the Leave Details - get("LeaveCount")

        Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use the

      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

      • Which WhatsApp API works seamlessly with Zoho CRM?

        I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:

      • Allow people to sign a zoho form by using esign or scanned signature

        Allow people to sign a zoho form by using esign or scanned signature

      • Button to Reapply Filters on Sheet(s)

        I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()

      • Integrate Multiple ZohoBooks organization with zoho projects

        We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a

      • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

        Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

      • Flexible Partial-Use Coupons (Stored Value Credits)

        Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced

      • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

        Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category

      • How do I add todays date to merge field

        I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John

      • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

      • Uplifted homepage experience

        Hello everyone, Creating your homepage is now much easier, more visual, and more impactful. Until now, your homepage allowed you to display custom views, widgets, analytic components, and Kiosk. With the following improvements, the homepage is now a smarter,

      • Tracking Emails sent through Outlook

        All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

      • Whats that

        Price?

      • Crossbeam

        Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't work

      • The same Contact associated to multiple Companies - Deals

        Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the

      • Convert invoice from zoho to xml with all details

        How to convert an Invoice to XML format with all details

      • Portals-Adjust Column Sizes

        I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?

      • Add link/button to open approved record from approval list and detail views?

        Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for them

      • Next Page