Focus Group Webinar - Integrating Zoho Forms with Zoho CRM

 Hello form builders,

Bringing you a new Focus Group Webinar focussing on Zoho Forms - Zoho CRM integration. This webinar will give you a quick data collection solution for your Zoho CRM.

Learn how you can collect data online seamlessly, add customer records, prefill form fields with data from Zoho CRM, trigger automated workflows, and so much more about this integration.

Register to the session(s) below at a time slot that works best for you and stay tuned! 

Focus Group Webinar - Integrating Zoho Forms with Zoho CRM

March 23rd	10 AM AWST, Singapore Time | 3 PM Auckland Time	Register Now
March 23rd	3:30 PM IST | 11 AM BST | 12 PM SAST | 2 PM UAEST	Register Now
March 24th	12:30 PM EST | 11:30 AM CST | 9:30 AM PST	Register Now

Clicking Register Now, will take you to a landing page with all the details and agenda for the Focus Group Webinar. This webinar will go from basic integration techniques to best practices. The webinar is scheduled for 1 hour 30 mins. 

The recording of the webinar will sent via email to all the registrants. 

Cheers,

Samhita

• Topic Participants

• Samhita Munukutla

  

• Sticky Posts

• Tip #10: Automatically add tags to Zoho CRM records using form responses

  You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a

• Tip #2: Prefill forms automatically with existing Zoho CRM data

  How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM

• Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms

  When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?"  You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads.  Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out

• ZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond

  Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering the

• Tip #9: Modify deal properties in Zoho CRM using form responses

  How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho

• Recent Topics

• How do I run a PnL by Sales Person?

  I am trying to run a PnL by sales person but am not seeing the option do so. All I need to know (per salesperson) is revenue, cost of goods, gross profit.

• View Contracts and Support Plans on Mobile

  We would like to be able to see contracts and support plans from the mobile app on iOS!

• App like Miro

  Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.

• Loan repayment Entry

  While receiving loan, i does following steps in My Zoho books. 1. Create "Loan & Advance " Account as Parent Account under Long Term Liabilities. 2. Create another account For Example "Mr. ABC's Loan as Child account under the parent account. Now: In

• Quotes module send email reverted back into 2022??

  Our Zoho CRM PLUS quotes, sales orders, invoice modules is showing us an email composer from 2022. We cannot send emails and its been a real pain. I tried clicking the new version over there but it doesnt seem to do anything. Any help is welcome. th

• Workflow Condition - how do check that a date / time value is in the past?

  Hello, I'm got a workflow that runs a function when records reach their 'Effective Date / Time', but sometimes records are created after the 'Effective Date / Time' so I have another workflow that checks for records which needs to be processed immediately.

• Pre filling SignForm field values by URL field alias's in Zoho Sign

  Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/

• How to Split Payout in Zoho Books (Without Using Journal?)

  Hi, I'm trying to properly record payouts in Zoho Books. The issue is that each payout is a combination of sales and expenses (fees). When I try to categorise the payout transaction from the Banking tab, I can only split the transaction using income-type

• Payment Schedule

  Please add the ability to create a payment schedule. The other options, like retainer invoices or two invoices, do not work for the customer.  We invoice a client and need to be able to show them everything they owe in one invoice, and when each payment

• Which pricing system do you think would work best for us?

  Imagine we’re selling strictly wholesale. We’d rather not publish unit prices; instead, we quote customers case-by-case. To spur larger orders, we’re considering a transparent discount ladder—say: $0 – $999: 0 % $1,000 – $1,999: 5 % $2,000 – $4,999: 10

• Pushing to Shipstation from Zoho

  I know there are four triggers in Flow for integration with Shiptation when something happens in Shipstation. What options do I have, if any, for pushing data TO Shipstation from Zoho?

• Integration with ShipStation

   Any plans to integrate flow with Ship station? My scenario: When a sales order is fully picked order details get pushed to Ship station so shipping label can be created.  Ideally then tracking number would be pushed back to order.  Thanks

• Can't Remove Payment Gateway

  I am getting the error "Settings cannot be cleared as some of the transactions are still in progress." when trying to remove the PayGate payment gateway which I was unable to get working. I am now using paystack and I want to remove Paygate.

• Sync specific Zoho Inventory Warehouses to Zoho Commerce

  As said in the title, we would want to only sync stock from one warehouse of Zoho Inventory to the Zoho Commerce item stock. We have a 2 warehouses in different countries and the way that Zoho Commerce works (It takes stock from ALL WAREHOUSES EVERYWHERE

• Weekly Tips : Automatically clean clutter with Junk cleanup interval

  If you regularly receive many unwanted or spam emails, your Spam folder can quickly fill up and start taking up valuable storage space in your Zoho Mail account. Instead of manually clearing it every few days, you might find it helpful to enable automatic

• Any solution for getting portal users list in deluge or in widget

  Hi Team, Has anyone able to find the solution to get portal users list in deluge or in zoho creator widgets? Thanks, Payal

• The Grid is here!

  Hey Zoho Forms Community! 👋 We’re thrilled to announce the launch of a feature that’s been on your wishlist for a while: Grids What is Grids? Grids let you place form fields side by side in multiple columns to create a more concise and organized form

• GraphQL in new Send Webhooks feature

  Hello, is it possible to use GraphQL apis in the new Send Webhooks feature?

• # 2 Why do we need a billing system when accounting covers billing?

  In today's evolving financial tech stack, businesses use a mix of tools to manage their day-to-day operations, from invoicing to full-fledged accounting. While accounting platforms typically come with built-in invoicing features, specialized billing systems

• How to insert an Excel/Zoho Sheet table in a chat?

  Hello, is there a way to paste an excel/zoho sheet table to a conversation without loosing table lines. I tried to paste a piece of a table and all the columns and rows were gone. How to easily paste a table without a need of sending a file? Katarzy

• Mass Update Application Status

  How to update application statuses of Multiple Applications at once? Is that possible? If not then why please consider adding it It can save hours of manual work Thats the only Option I see

• Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

  Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service help

• Mail Search Not Working

  Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

• Cannot Send Email to a Gmail Account

  Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts.  But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into their

• Unblock ME

  info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage

• Cannot Print Landscape with Zoho Sheet

  I am noticing that when using the Zoho Sheet desktop for Mac, that even when selecting landscape as the print option, once you choose "Print", a second system dialog opens that automatically makes the view portrait again, and does not allow printing in

• Power of Automation : Enhancing custom date field calculations by excluding Weekends and Holidays

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

• portal.assignUserInProfile - Não esta adicionando

  Estou encontrando problema com este comando portal.assignUserInProfile Não esta incluindo o usuário no portal Alguém pode me dizer o que pode ser thisapp.portal.assignUserInProfile("teste@gmail.com","Customer");

• CRM emails vs Campaigns

  Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered.  We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign

• Reverse proxy

  We have a web application in the creator platform. When I launch a particular DNS, I would like that DNS to redirect to the web page of the application in creator app. Has anyone achieved it and if yes, please share how to do it.

• Still client need to download .exe?

  Hello, the client for use zoho assist need everytime download .exe file and launch it?

• Splitting a ticket's entire thread

  Hi, When you split a ticket it only splits the individual reply that you clicked "Split as new ticket" on. Is it not possible to split the entire ticket thread from that point into the new ticket (every reply from the split point forward)? Or is there

• Editing the text on the Help Center home page

  Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.

• WHMCS for Zoho Flow

  Can we use WHMCS for Zoho flow?

• Online meetings through Calendar Booking form with options

  This is great to see and particularly for those users who don't have Zoho BOOKINGS. The shame of it all though is that it could have been better. Why do we have to set up separate booking forms for each type of meeting and for each online conferencing

• Agents permission per department

  Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

• CRM notes

  I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees

• Alternative / optional Position

  How do you create an alternative position or an optional position (article) in offers?

• جمود في الصفحة عند حفظ عمل

  عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل

• ZOHO Books Canadian payroll Integration

  Hello, I know ZOHO books doesn't have Canadian payroll and I dont believe its coming anytime soon. My question is there a Canadian payroll software that could be integrated with Zoho Books? Thank you HD

• Next Page