Bigin Astuce #9 : Formulaire web

Bigin Astuce #9 : Formulaire web



Bonjour à tous, 

Découvrons comment ajouter des contacts directement dans Bigin en recueillant les informations d'inscription de vos prospects sur votre site web, le tout sans la moindre ligne de code !

Supposons que vous ayez un site avec un formulaire d'inscription. Un prospect consulte votre page d'accueil, les produits que vous proposez, leurs caractéristiques et analyse comment votre produit se distingue des autres. Lorsqu'il est intéressé, il saisit ses informations dans le formulaire d'inscription. Vous recevez alors un email contenant les informations soumises par votre prospect. Vous devez ensuite saisir manuellement ces informations dans votre compte Bigin, attribuer un utilisateur, attribuer une tâche, etc. Ce processus est chronophage et incertain, pour gagner du temps et à améliorer votre efficacité, ce processus doit être automatisé !

C'est pourquoi vous pouvez lier les formulaires à votre compte Bigin et les données seront ajoutées à votre CRM automatiquement.

Voici les étapes à suivre :
1. Créer un formulaire - Faites glisser et déposez les champs dont vous avez besoin dans l'éditeur
2. Spécifier les détails du formulaire - Nom, emplacement, URL de la page de redirection, attribution d'un propriétaire...
3. Générer le code du formulaire - Intégrer le formulaire dans votre page Web et dans des sites tiers tels que Facebook, Wordpress...


1 : CRÉR UN FORMULAIRE

Allez dans les réglages puis sélectionnez "Formulaires web"




Une fois que vous avez cliqué sur "Nouveau formulaire web", faites glisser/déposer les champs dont vous avez besoin.
Pensez à ajouter un onglet d'accord de votre politique de confidentialité




2. SPECIFIER LES DETAILS

Entrez les différentes informations demandées
  • Indiquez l'URL de l'emplacement du formulaire. Si vous n'êtes pas sûr de l'endroit où le formulaire Web sera hébergé, saisissez * dans ce champ. Cela permet d'éviter les spam et de ne capturer comme informations valides que les formulaires soumis par le biais du domaine en question.
  • Attribuez un propriétaire aux enregistrements qui sont soumis via des formulaires Web.
  • Ajoutez les balises pertinentes, le cas échéant, à partir de la liste des balises existantes pour le module. L'étiquette choisie sera ajoutée à tous les enregistrements capturés à partir du formulaire Web.
  • Activer le double opt-in. Notez que cette option ne peut être utilisée que si le champ email primaire est ajouté au formulaire Web. Lorsque des formulaires Web avec double opt-in sont soumis, un e-mail de confirmation est envoyé au visiteur pour une vérification supplémentaire.
  • La Demande d'approbation si vous souhaitez soumettre les enregistrements pour approbation. Notez que les utilisateurs disposant de l'autorisation Approuver les contacts dans le profil peuvent approuver les enregistrements.





3. GENERER LE CODE DU FORMULAIRE

Le code du formulaire web est disponible en 3 formats : Code source, code à incorporer, code iFrame. Le code est également disponible pour certains sites tiers - WordPress, Facebook, Google Sites et Joomla. Veuillez noter que le code Script et iFrame est disponible uniquement dans les éditions payantes.

Pour intégrer le formulaire Web dans votre page Web, sélectionnez le code source, ou intégrer le code iFrame dans la liste, selon vos besoins. Puis copiez le code et collez-le dans le site Web où vous souhaitez insérer le formulaire Web.



Voila vous savez comment rattacher un formulaire web à votre CRM Bigin.

Bonne journée, 
L'équipe Zoho 




        • Recent Topics

        • Color of Text Box Changes

          Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

        • Zoho SignForm In Progress But Cannot Be Completed

          If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?

        • How to show Assemblies AND component items in a report

          Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this

        • Mandatory Messages for Specific Members in Zoho Cliq Channels

          Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:

        • Admin Access to Message Read Statistics in Zoho Cliq

          Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, in

        • Online Member Visibility in Channels (Similar to WhatsApp Group Presence)

          Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currently

        • Show ticket field in Zoho Desk only if that same field is not empty (API‑created records)

          Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on that

        • Multiple Products on Ticket

          Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product

        • Não recebo Email de confirmação e validação de cadastro do PagSeguro

          Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no PagSeguro, contigo o email com o link de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). Outros emails do PagSeguro

        • Does Thrive work with Zoho Billing (Subscriptions)?

          I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

        • accounts payable and receivable subaccounts

          How to create accounts payable and receivable subaccounts? Being that I have several clients and in my balance sheet have to specify the accounts of each client and not only appear "accounts receivable or accounts payable" ??

        • DUPLICATING WORKFLOWS IN CREATOR

          Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.

        • Add SKU to query options in `items` API endpoint

          It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.

        • Estimates and invoices being sent from company-wide address, rather than individual

          In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)

        • Need profit margins for books in estimates & invoice

          https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimate

        • Decimal places settings for exchange rates

          Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

        • Item Level Notifications

          I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?

        • Cannot categorize a bank deposit to an income sub-account

          When I go to categorize a bank deposit, I am not able to see any income sub-accounts. If I set up an income account without a parent, then I am able to categorize a transaction into that account, but as soon as I make it a child account, it disappears

        • ZV Extension passkey changes in v5.7.0

          Has there any changes to the how passkeys are managed in ZV - Chrome extensions v5.7.0? Namely, if the passkeys were already implemented/enforced as 2FA on a certain webpage, but ZV does not track them yet. Would that be the issue for my use case?

        • What's New in Zoho Billing - August 2025

          Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business

        • How do I get my account id?

          Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts

        • Why are tasks not showing in Zoho Calendar?

          Hi there, I updated the Zoho calendar preferences for Task records to show on the calendar together with Meetings and Calls - see attached screenshot. Despite of that, Task records still won't show on the calendar. Is there a specific reason why this

        • Zoho Payroll: Product Updates - July 2025

          Over the past month, we've focused on making Zoho Payroll more flexible, compliant, and easier to use—whether you're processing complex payouts, ensuring accurate calculations, or meeting local tax regulations. Here's what's new: One-Time Payments and

        • Discussion for “sub product”, “sub item” or “child products”

          Hello everyone, In some CRM systems, there is the ability to associate products in a hierarchical manner within a quote. For example: Product A: Gold Plan Product B: Setup Product C: Connector Product D: Silver Plan Product B: Setup Product C: Connector

        • Retrieve Accidental Deleted User

          Is there a way to undelete a user who accidentally deleted themselves?

        • Request for Support - CRM Integration Issues

          I’m reaching out to request assistance with the following items: 1. Zoho Forms Integration with Zoho CRM We are currently using Zoho Forms to send the Global Credit Application form to our customers. The intended workflow is for the form submissions to

        • Subform edits don't appear in parent record timeline?

          Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

        • Knowledge Base Module

          How to enable the knowledge base module in zoho crm account. I saw this module in one crm account but unable to find it other zoho crm account. can anyone know about this?

        • Zoho sign changed Indexing of signing_order

          Because I missed this Announcement (is there even one?): when you work with the indexes of actions > signing_order. Previous those started with 0 now starts with 1. Changed somewhere between 15.07 and 23.07

        • How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

          Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets

        • Zoho CRM Community Digest - June 2025 | Part 2

          Welcome back to the Zoho CRM Community Digest! We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community. Product Updates: Struggling to keep track of scattered customer interactions? Zoho CRM's

        • Allow Variable Insertion in Prebuilt "Update Record" Action in Schedules

          Hi Zoho Creator Team, Hope you're doing well. We’d like to submit a feature request based on our experience using Zoho Creator schedules to manage workflows integrated with Zoho Desk. We currently have an app where Zoho Desk tickets create records in

        • Rich Text Field Editor in Form Builder is Too Small and Not Resizable

          Hello, I am experiencing a significant usability issue with the rich text field in the Zoho Forms builder. The editor window for this field is fixed-size and extremely small. It does not adapt to the screen size, which makes it very difficult to manage

        • Publicar Formulário

          Obs. Não consigo publicar meus formulários, pesquisei alguns artigos, mas me deixou perdido, fala de campo sensível, não consigo entender o que significa. Segue Imagem do problema. Todo formulário que faço sempre termina assim sem o botão de publicar..

        • Anyone else unable to login to ZMA this weekend?

          Hey Is anyone else unable to log into Zoho Marketing Automation at all this weekend? I've been trying on multiple devices - despot and mobile - and multiple browser. I've reset browsing data, gone incognito. Nothing - since Friday I've been unable to

        • Custom Action for Subform row

          Dears, As for now, we only have 2 actions for each subform row: Edit and Delete. I would suggest to have custom action here, instead of create a button with Fx field within the subform. For example, I would create Duplicate button, which duplicates the

        • Urgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator

          I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfully

        • Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

          Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services

        • Display multiple fields in lookup dropdown

          I have a module called Technicians and a related module called submissions that registers technicians for different assignments. The lookup in Submissions to Technicians is the Technician ID (auto generated unique number). How do I display in the dropdown

        • Integrate with Power BI

          Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?

        • Next Page