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 domain is not allowed to add. Please contact support-as@zohocorp.com for further details

          I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

        • Allow Admin to Configure Report > More Options Button

          As an Admin, I want to configure the options of the Report > More Options button to improve UX and reduce Developer overhead. See attached screenshot. Original question posted here: https://help.zoho.com/portal/en/community/topic/modify-standard-rep

        • Generate a link for Zoho Sign we can copy and use in a separate email

          Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

        • You cannot send this campaign as there is no contact in the selected mailing list.

          We have synced contact lists and sent campaigns just fine prior to today.  Now no matter what list I upload when I go to send the campaign it gives an error "You cannot send this campaign as there is no contact in the selected mailing list." And now it

        • Pivot Report Formula - using a today() variable

          Is it possible for me to use a value of today() in a formula on a pivot table? I'm trying to identify where the end date of a project is greater than the current date if("10. Projects (Zoho Projects).End Date" > today(), 'Yes', 'No') I get the error that

        • Cannot connect IMAP to outlook

          Hello I have followed the instructions to connect my zoho account to Outlook IMAP but get this message: Session Id: bba118fb-151c-824f-9512-3ad1e91b109d Timestamp: 1708976566964 Error code: INVALIDCREDENTIALS INTERACTIONREQUIRED I'm using the exact configeration

        • Department Overview by Modified Time

          We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are

        • Enhance Sign CRM integration

          Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

        • Support inefficiency

          We have been asking for support for a minor adjustment for 12 days now and we haven't got a single viable resolution from support team despite there are 19 emails going between our HR team and various support emails from Zoho. 1. they do not understand

        • Zoho Workdrive download was block by security software

          Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dow

        • Choosing a portal option and the "Unified customer portal"?

          I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

        • General feedback

          I think Zoho is at the moment (potentially) the best, or perhaps the only, real online solution, for business, and not just business. Surely the only one that has all the features that I need (and I've probably tried everything, at least all that has a cost-free option). It has still got lots of bugs and imperfect features, so I do hope it keeps developing and becomes a really professional platform. Lots of people (including me) want to use such one platform for all scheduling/mail/note-taking...

        • How to add SSL to Short URL custom domain?

          Hi, I've added a custom domain the the URL Shortener Domains. It's creating the short URL fine, but when clicking through, firstly I get an SSL warning, then a 400 Bad Request warning.

        • Single Portal for Multiple Apps

          Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me  access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation

        • Antispam validation failed for your domain in Accounts

          I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":

        • CodeX Scripts for Enforcing Custom Project Logic

          Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structured

        • Cancelled appointments still block out timeslot

          I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable until

        • Preventing Group Emails From Being Sent to Group Member Personal Mail

          We have a group setup for a public facing email address. We have streams turned on for this group. Right now when an email is sent to this group email it hits the group stream and also sends a copy of the email to all group members. We'd like to disable

        • Unusual activity detected from this IP. Please try again after some time.

          Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.

        • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

          ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

        • How do I link my invoice to an estimate?

          There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'. 

        • Zoho Books (and other finance suite apps) - Retrospective Linking of Invoice and Sales Orders to Quotes.

          In some cases, Quotes and Invoies may be created sperately instead of using the convert feature. In this feature request I am asking for the Finance Suite team to consider adding a lookup field to reference the quote on Invoices and Sales Orders, or some

        • Impossible to import Journal from Freshbooks

          I have been trying to import journals from Freshbooks since August 30th. Every time I try to import, I get an error message. I have already made sure every row has a date. First it was saying the account and notes had unexpected input and that every debit/credit

        • Peppol: Accept Bill (Belgium)

          Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

        • Convert invoice from zoho to xml with all details

          How to convert an Invoice to XML format with all details

        • Prevent subform editing on a module's detail's page

          Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in the

        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

        • Refresh frequency

          Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

        • Zoho Books | Product updates | January 2026

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

        • Weekly Tips : Save Time with Saved Search

          Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

        • Bring real app analytics into Zoho Creator apps with Zoho Apptics

          We’re kicking off the year with a release we’ve been looking forward to for a long time. After being in the works for a while, Zoho Creator and Zoho Apptics are now officially integrated, bringing in-depth product analytics directly into the Zoho Creator

        • Discontinuing Zoho ShowTime service on May 30, 2026

          Hello everyone, As a follow-up to our earlier announcement, we’d like to share an important update regarding Zoho ShowTime’s discontinuation timeline. Zoho ShowTime, our online training platform, reached its end of life on December 31, 2025, and its services

        • emailing estimates

          Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?

        • Ability to CC on a mass email

          Ability to CC someone on a mass email.

        • No background for video recordings, no playback speed, can't even playback longer recordings - have to download…

          Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limits

        • Bookings duration - days

          Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month.  If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.

        • Customer address in Zoho Bookings

          Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

        • Feature Request - Allow Customers To Pick Meeting Duration

          Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers

        • New feature: Invite additional guests for your bookings

          Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

        • Changing the owner of a call

          Am I correct in my conclusion that I cannot change the owner of a call in Zoho? The field does not show up in the screen, nor can I make it show up as the systems does not give me that option. I cannot "mass update" it either. I tried it, but Zoho refuses to change the name of the owner. Please help out: how do I change the owner of a call.

        • Next Page