Introducing Forms: Streamline data collection with Bigin's new form builder.

Introducing Forms: Streamline data collection with Bigin's new form builder.

Hello everyone,

Bigin's web forms just got a makeover!

We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile version of web forms.
 
So, what has changed?

Forms for Pipelines and Contacts
So far Web forms in Bigin were limited to only the Contacts module which limited their scope to contact forms, registration forms, newsletter subscription forms etc. 
 
With this revamp, you can build forms using fields from the Pipelines, Contacts, and Companies modules. You can create records from the data collected, and add them automatically to any Team Pipeline, Contacts module, and Companies module. This makes Forms more than a tool just for contact collection. Now, it is a tool for lead generation, customer support, feedback collection, and much more.

 
Share forms with your customers
Web forms were limited to embedding code snippet on a website and this limited their adoption to customers with websites and a basic knowledge of coding.
 
With this revamp, we are introducing two additional sharing options:
  • Share as a Link - You will get a shareable URL unique to each form and you can directly share it with your customers via email or any other ways.
  • Share as a QR code - A QR code unique to each form will be generated in this method. Users can download it, print and paste it anyplace. For instance you can paste these QR codes at an event venue to simplify registrations – attendees simply has to scan the code on their device and fill it out.

And, that brings us to the name change. With these sharing options, our forms are no longer limited to just websites and that is why we have renamed them as Forms from Web Forms.
 
Thank you Message
With the older version, users had to redirect website visitors to a landing page after they submitted a form. Now, they have the option to display a Thank You message to customers upon form submission. 

 
Preview forms across devices
Switch between the Desktop, Tablet, and Mobile icons to see how the form will appear on different devices.


Mobile-friendly forms
We know our web forms were outdated and had glitches when opened in mobile browsers and with this revamp, our forms open seamlessly in mobile browsers. 
 
What happens to your existing web forms?
Your existing web forms will continue to work seamlessly and when you edit your existing web forms, you can use the new enhancements listed above.
 
Refer to our help document on Forms for detailed instructions for configuring forms for your business.
 
Forms Availability: Free Plan: 1 | Express Plan: 3 | Premier Plan: 5
Additional forms can be purchased as add-ons.
 
What's next?
We have more enhancements planned for Forms, such as support for Google reCAPTCHA, customizable form URLs, and an option to display your company logo in the form header. We don't have a release date for these enhancements to share, but rest assured our team is working hard to roll them out soon.
 
We also have new features and enhancements planned for Bigin. Watch this space for more information. As always, we love hearing your feedback, so please try the new form builder and let us know how it goes in the comments!
 
Thank you,
Aayisha
Bigin User Education




        • Recent Topics

        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

        • sending email with another account

          Hello there, i write there for an our costumer request. They want to send email from CRM with a different email (confirmed and added to zoho profile). For example they use account@zilium.com but with this account they want to send (not only with email

        • What's New in Zoho POS - February 2026

          Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality

        • Regarding the integration of Apollo.io with Zoho crm.

          I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

        • Message as bot

          I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly

        • Using a custom single line External ID form as merge fields in templates

          Hey everyone, We're looking to integrate a few external systems better with our Zoho CRM, and we had hoped to use external fields for this purpose. In this case, it would mean being able to use our own inoice system's invoice numbers are a direct id compatible

        • Build an approval management system with Custom Modules

          Dear users, Task management is at the heart of project management. But not all tasks are created equal. You can have your tasks reviewed before any work begins, to improve transparency or stay within budget or as part of your process. Zoho Projects allows

        • CRM's sandbox now supports the Zoho Desk integration

          Hello everyone, Sales and customer support teams often collaborate to solve tickets and identify pain points. In Zoho's suite of products, sales teams primarily use Zoho CRM while customer support teams work in Zoho Desk. These two tools are often integrated

        • Countries List Global Set- Complete with Phone Country Code and Continent.

          Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis

        • mask Customer phone number and agents cant see customer phone number

          Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solution

        • Zoho Community Digest — Marzo 2026

          ¡Hola, comunidad! Un mes más os traemos las novedades más interesantes de Zoho para marzo de 2026, incluyendo actualizaciones de producto publicadas oficialmente, cambios de políticas y noticias del ecosistema. ¡Gracias por venir a los Workshops de Madrid!

        • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

          Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

        • How can we get payment status updates for payment links in Zoho Books using webhooks?

          When we create and share a payment link in Zoho Books, is there a way to know when the payment is updated? Can we use webhooks to get real-time updates for payment link status instead of checking manually?

        • Adding Images to a Quote in Zoho CRM

          We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

        • Uplifted homepage experience

          Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

        • 【Zoho CRM】住所項目のアップデート：構造化された正確な住所入力を実現

          ユーザーの皆さん、こんにちは。Zoho コミュニティグループの中野です。 今回は「Zoho CRM アップデート情報」の中から、住所項目に関するアップデートをご紹介します。 アップデートの概要 これまでの住所項目は、自由入力形式のテキスト欄が中心でした。 そのため、入力者によって書き方がバラバラになりやすく、データの検索やレポート集計が難しいという課題がありました。 今回追加された新しい住所項目では、住所を構造化されたフォーマットで管理できるようになりました。 以下の要素をそれぞれ個別の項目として分割して管理します。

        • How to hide Activity Side Panel

          How do you hide the activity side panel? Clicking on the link and reviewing the activity does not remove it and it does not seem to timeout. I have any activity that have been listed there since January. Thank you.

        • This version of app doesn't support this notecard type Error

          So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web

        • Edit a previous reconciliation

          I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

        • Choose Component for User Filter

          This filter in the Choose Component for User Filter would be better if had an Order or Group by function. Also, the Specify the default filter values: is very confusing and limiting.

        • Preventing auto-redirect to Parent Record on Save...

          Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",

        • Zoho Desk - Event Calendar View

          Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to

        • Re-Apply SLA When Ticket Reopened from Closed Status?

          If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers

        • Option to Delete Chats in IM

          Currently, there is no option to delete any chats in IM, regardless of their source.

        • Time Zones for Users

          I've searched for this topic, but the only answers I see are from years back. We have users all over the country. is there a way for them to set their own time zone? This is important and should be a standard setting, but I do not see how to do it.

        • Is it possible to make tags "required"

          We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for each

        • Showing the map along with mileage expense

          When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated

        • ID:2406331

          Hello, I have sent the form (ID:2406331) but no answer after two days. This is a paid subscription, I am not allowed to use the eighth paid slot of 50GB email space anymore, only 7 are being used. Is anyone going to help me please so I can use the eighth

        • Approval Workflow for Purchase Orders Abrir

          The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can

        • I would like to know wich person viewed the file

          I have a franchise and my Operative Manual is in WorkdriveI, the user can´t download but despite I know How many views the file had, I would like to know wich person viewed the file Is it possible? thank you

        • Transaction Rule Matching

          Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following

        • Notebook on Mac: Fuzzy fonts in list view

          Hi, I am running Notebook on Mac OS 26. Generally it works fine, and the font display in the notes themselves is crisp. However, in the notes list (left of the open note) the font of the note titles as well as first lines is noticeable fuzzy. Attached

        • Trigger workflows from SLA escalations in Zoho Desk?

          Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket

        • Zoho CRM Email Templates 100% Width No Background How?

          Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this? 

        • ZOHO CRM Quote Export / Quote Report

          How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fields

        • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

          Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM

        • Adding a Mark Up

          Can you use the discount column to be a mar up column on estimates and invoices?

        • URGENT. Recovering email without eArchive

          Hello, I have deleted some email from my trash but do not have eArchive. Is it possible to recovery without this? many thanks!

        • Next Page