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

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    • 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

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      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

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