Best Approach for Multiple Integrations?
We currently have a general contact form (non-Zoho) on our site with options for the user to select whether they're messaging us about Sales, Support, or Billing. Based on their selection, they get a customized automated email response from that department. Ex. Sales@MyCompany.com, Support@MyCompany.com, Billing@MyCompany.com.
I wanted to convert this non-Zoho form into a Zoho Form to take advantage of integrations, but I'm running into issues.
1) I can't use our general emails. We apparently have to send the message from a specific team member and have a specific person be the reply-to email. As a Zoho One user, we often use our general email addresses as senders in Campaigns and it's incredibly helpful. It ensures any replies go to the general pool, so the first person available in that department can address it. This should be possible with Forms too!
2) I can only use one integration per form and I can't shut off the integration where it's not appropriate. We're using other Zoho Forms and have the integration set up to add the user to CRM as a Lead. If someone is contacting us for a Sales inquiry, that's still appropriate. If someone is contacting us for Support, I'd want it to create a Desk ticket instead.
If I am correct in that these two issues do not have solutions from Zoho, I can somewhat get around the first issue using the CC field, but it's not going to help if the user responds to a specific team member and that person is away/ unable to reply.
For the second issue, all I can think of is to create three distinct forms, then build tabbed containers on the website and embed a form in each. Any other alternatives???
Topic Participants
Jen S
Dilip Kumar Chandra Bose
Kurt
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