Focus Group Webinar - Integrating Zoho Forms with Zoho CRM

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

    • 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

    • Zoho Recruit to Zoho People integration

      In the mapping of field from Zoho Recruit to Zoho People i am unable to map all fields What can i do

    • Zoho Recruit > Career Site > Customisation

      Hi All I have created multiple career site to represent my different organization In my Quanta Media career site > I set it with the with Quanta Malta view In my job opening : Quanta Malta view 2 job opening In my URL for quanta media https://lri.zohorecruit.eu/jobs/Quanta-Malta

    • Formatting Blueprint Stages (buttons)

      Is there a way to format Blueprint transition buttons in Creator like background colour, text colour etc.

    • Disable Default Value in Multi-Select field

      Hello, Is there a way to disable the default value feature when setting up a custom Multi-Select field? When creating tickets I would like it so there isn't a value pre-selected in the multi-select custom field that was created.

    • How to set custom business hours for different teams in Zoho Desk?

      Hi Zoho Team and Community, I’m trying to set different business hours for multiple departments in Zoho Desk. For example, our tech support team works 24/7, while our billing team is only available from 9 AM to 5 PM (Mon–Fri). Is there a way to assign

    • Zia Auto Tag Keyword Clusters

      Is there a way to remove a keyword from a keyword cluster? We're finding that Zia auto-tag is tagging things incorrectly based on some words that don't really make sense.

    • Centralized Domain Verification in Zoho CRM Plus

      Hi Team, I have a suggestion regarding Zoho CRM Plus. It's quite frustrating to verify the same domain separately for each application within the suite. It would be really helpful if you could introduce a centralized admin console—similar to what's available

    • HOw do I make a refund?

      I have a client that needs a refund. I see a refund history in the Report area... but where do I go to make a refund?

    • Creating a work order for dispatch

      We currently uses ZOHO for CRM and Intuit Field Service for creating Work orders and dispatching. This is causing double entry and is not efficient use of time.  I would like to use ZOHO for all customer related activities so can you tell me if you can :  Create a work order that we could manipulate to meet our needs.  Also if you could then dispatch that would be ideal. Thank you

    • Residual Formatting in Text Boxes After Undoing Pasting of Formatted Text

      Hi, guys! I have another problem to report. Actually, I have been aware of this for many months, possibly years, but I have been too lazy to report it to you. My apologies! Let's say you've pasted a formatted string into a text box. You change your mind

    • Feature Request: Stripe Terminal Integration

      I would like to request the addition of Stripe Terminal integration to Zoho Books, which will help process in-person payments. While Zoho Books already supports online payments through Stripe, extending this functionality to include Stripe Terminal would

    • Improved Security in SAML/OIDC Sign-in Redirection Flow

      To enhance the security of our authentication system, we’ve made a change to how SAML and OIDC sign-in redirections are handled. This update resolves a potential open redirection vulnerability and adds an extra layer of protection during the sign-in process.

    • GA4 data

      Hi, I have data being pulled from GA4 into numerous tables. There are a few major errors in the source data. Eg for a period of time GA4 reported ecommerce sales that were $98 as $9,800 and $42 as $4,200. It's not happening now but my historical data

    • Lost Search Box with new UI Design

      I would like to suggest bringing back the Search Box in the new Zoho Project UI.  I use the search feature a lot and having to click the magnifying glass to type for a search is one extra click that we did not have with the old UI.

    • Adaptación de zoho books a la nueva regulación de facturación electrónica

      La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.

    • ZOHOBOOK Sales_QUOTE: To Add Discount At Each Line Item Table

      Hi, Our quote need to display with discount at each line item level as well. Try to edit template, >CUSTOMISE>EDIT TEMPLATE> Table, I can see template view with discount column, but when hit SAVE the template, view in PDF the discount column not shown.

    • How to account for vat with postponed VAT accounting

      Hi everyone, looking for some help with postponed VAT accounting, I use DHL express for my imports and they used to pay the VAT for me and then invoice me. I could then log this as a bill and the VAT element from import was recorded as input VAT, all

    • Weekly Automation Trigger for Equipment Calibration Reminder

      Dear Team, I’m currently working on an automation in the Equipment module. The goal is to track calibration schedules for tools — all of which require regular calibration. I’ve created an automation that sends email reminders for tools that are due for

    • ADDDATE formula using 2 calculations

      Hello, I want to create an ADDDATE formula using 2 calculations, add 1 month and deduct 1 day. the formula that I need should look like this: ADDDATE(due_date, 1, "Months")+ ADDDATE(due_date, -1, "Days") Each row itself works fine, but when I'm trying

    • Upgrading from Zoho Invoice to Books was a major downgrade in functionality for me

      I have been a user for many years of a free plan on Zoho Invoice for my personal consulting business. I recent upgraded my organization to Books since some of the additional functionality looked useful to me, and played around with the free trial for

    • 🎉 Dynamic Org Chart for Zoho CRM Extension Published [2025]

      Hey Zoho CRM Community! We're thrilled to unveil our latest Zoho extension:🥁 Dynamic Org Chart for Zoho CRM 🎊 This extension is now available to transform the way your teams visualize, manage, and interact with org chart directly inside any Zoho CRM's

    • Detailed General Ledger has problem of exporting out to excel and missing ledger details for some accounts

      I have been encountering some problems generating Detailed General Ledger report with Zoho books. Firstly, I cannot export out the report of Detailed General Ledger to Excel. It will show this error message "invalid value passed for sort column", and

    • Upload a file to a File Upload Field through API

      Hello, Is there any way to upload a file to a custom file upload field in a module when doing an Update using the Record API? I've found and I am able to upload files to attachments but I don't know how to upload them to a field. I've checked the documentation at  https://www.zoho.com/crm/help/api/v2/#update-specify-records but the File Upload field type does not appear in the examples. Thanks

    • Kaizen #131 - Bulk Write for parent-child records using Scala SDK

      Hello and welcome back to this week's Kaizen! Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write

    • Automatic pricing feature for sales orders

      I am currently setting up my Zoho Inventory system and would like to implement an automatic pricing feature for sales orders. We have created a custom field called "brandline" for our items. All products with the same brandline value should have the same

    • Ability to access VAT returns and submit them has disappeared.

      I have been using Zoho books successfully to submit quarterly VAT returns. Without reason I have lost that facility. I have followed all available instructions eg going into settings, taxes, VAT etc. without success. My registration number is there and

    • How to automatically schedule a meeting After Blueprint Transition

      As part of our sales process, we require a technician to go to the customer's site and perform an installation prior to advancing to the next stage of the blueprint.  So this will require (a) scheduling a meeting for the technician to visit the customer's site and (b) a reminder phone call the day before the scheduled meeting. As I'm designing the Deal Blueprint, I see that I can automatically add a Task to the deal, but I can't add a Meeting or a Call. What am I missing?  There seem to be 3 types

    • Zoho Recruit > Workflow

      I have created a workflow for my application module Whenever a record is created The condition , application status is 1st call invitation I have set this OI do not receive the email that was suppose to be send out

    • Multiple locations but one parent company

      I am trying to configure my accounts that have multiple locations under one parent company to show separate locations in the portal.   

    • Stock Count History in Product Details – Zoho Inventory

      Hello Zoho Team, When I perform a Stock Count for a product in Zoho Inventory, I would like to view the history of those stock counts later — especially from the product details page. Currently, I can perform the count and update the quantity, but I’m

    • Create Project while winning potentials - Projects v3 api updated code

      Hi all, I've been using the built in function to create a project while a deal is closed won and noticed it had some missing fields when trying to reference the zoho projects v3 api documentation. Specifically the project group had some issues when adding

    • Merge feature parity with writer

      Hello Zoho team, I have run into a workflow limitation with Zoho Contracts and the lack of merge feature parity with what Writer can do. We have created a fairly complex merge process to create a statement of work based on several fields in our CRM which

    • Export option in Contacts is missing

      Hello - I've been clicking around Zoho all morning trying to find the export option. It formerly was in the right hand corner, above the search box, but now I don't see it. I've looked everywhere - Am I missing it somehow? I've attached a screenshot.

    • Formatting of cells changing by itself and formulas not always calculating automatically

      I'm new to Sheets and have been setting up a budgeting template that has many linked tabs. It's going fairly well except certain quirky things have been happening from time to time. 1- sometimes when I scroll up or down I lose formatting from a random

    • Unable to open iOS Zoho CRM app

      i am unable to open Zoho CRM iOS App in iPhone 14 Pro Max v18.5 and it is crashing immediately after i click to open

    • Whatsapp BOT with CRM

      Hello, how do you use Whatsapp integrations in zoho CRM?

    • sync two zoho crm

      Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

    • Side-by-Side view on Windows 11

      Is there a way to open two notes in a side-by-side view? I'm running Notebook on a Desktop running Windows 11. If this feature doesn't exist, do you have plans for it?

    • Value shows in balance sheet for Goods in Transit

      We have transferred goods from one warehouse to another warehouse and accepted the same at another warehouse. Although my balance sheet shows X amount as goods in transit value. I don't understand, how to clear that  Can anyone guide us please?

    • Ask for a quote to multple vendors

      We are able to send a Purchase order, but How can we Send a quote request to our vendor, once the value changes every time? I didn't see any feature like this in Zoho Books/ Inventory. Send this request with the Items that we want to know the cost, to

    • Next Page