Using Field Alias
hello, I want to use alias to pre-fill some of the fields Form that send automatically after within Zoho campaign after user registration. I don't know how to set the url that the fields will pre-fill in with the right data of each registered user. If
integrate Zoho forms with Zoho campaign
Hello, I am trying to integrate Zoho forms with Zoho campaign - See the attached Screen shoot. I want that after the user submit this Form he will enter to a specific mailing list at Zoho campaign ( See at the attached file the list "WelcomeCrmUpdate"
Generate URLs that link the form with a CRM contact
Hello, I have a form with which I want to query some data for existing CRM contacts (in a separate module). This data should then be stored in the CRM AND existing data (like contact data) should also be displayed in the form, so that the user can update
Form permalik URL - update to my own domain?
Hello, I created a form a long time ago that has https://forms.zohopublic.eu/... as permalink URL. Newer forms have https://forms.MYDOMAIN.ext as URL. (after I added my domain...). How can I generate a new URL with my domain for my older forms?
How to send an personalized form
Hello, I would like to send an email that will take the user using a button to a personalized form. At this form i want the user to update exist fields and fill new fields in his lead recored. What is the way do to it? Thanks
store a matrix choice into the crm
Hello, I am building a form with a matrix choice. I have about 10 rows with short text and two columns with a selection. ( Numbers 1 to 6.) Now I want to save this information in CRM (in one field, not into 10 :) ) Which field type can I use for this?
Saving Form attachments to a Shared Google Drive
Has anyone any ideas how to direct Zoho Forms to save form attachments to a Shared Google Drive? All I seem to get is My Drive and Shared with Me. Thanks Nicola
zoho forms with data validation
hey, i want to use zoho forms as a "code redemption" - element. I have a google sheets with valid codes. Users should be able to type in a code into the form. Form should check if the code is in the sheet. If yes --> positive message, if not ---> error
What is the difference of Zoho Forms and Zoho Survey?
Hello! I've been trying to search everywhere but I still don't understand the difference between Zoho Forms and Zoho Survey. When do we use them? What are the advantages of Forms or Survey? Are they interchangeable?
Zoho Forms Pre-Fill Fields Limit
Hi, I am looking to create 2 Zoho Forms that will differ by one signing field (around 30 identical standard text fields in each) I want to create a process that would use field aliases to pre-fill every answer from Form 1 to Form 2 and send the link to
Easily track referrals with Zoho Forms
Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of
Multiple signatures and initial with one form
Is it possible to send a single form to 2 different email addresses and have the recipients both enter their own information, sign the form individually, and then have a single PDF show both of their entered information and signatures? If so, how would
Assign language to field depending on html locale or source page URL
Hello, I have a single Zoho Form translated in 2 languages (Italian and English) which is embedded on our website and integrated with Zoho CRM. The form contains a "language" field, as this is mandatory for the Lead records in our CRM. Question is: is
Whatsapp Integration: where I read messagge from my client?
Hello, I integrate whatsapp and work fine. But if client reply me, where I read him message?
Zoho Form response and CRM - possibility for subform in unique/specific records to be updated?
We are currently using Forms to create unique response forms for each placement (deal). I have played around with the CRM integration to determine what is or isn't possible in terms of pre-filling fields and such, which either a) hasn't worked or b) ends
Send merged documents on Form approval
Greetings everyone, I need to know if it is possible to send the respondent 2 merged documents upon form approval. I found a few ways to send 2 documents but only prior to the approval. After the approval, I could only manage to send 1 merged document
zoho form
how can i share my created template to other user in order not to waste the time to create the similar form
Two person form fill out
Hi, we are looking to create an online form that may require two people to complete at once, for example a husband and wife. We'd like to include multiple yes or no check box questions but rather than duplicating the question, is there anyway we can have
Logic in Dynamic Naming
Hi, I would like to be able to use Logic within Dynamic Field Naming or 3rd Party Attachment Naming. An example is Cloud Storage, when a Form is Submitted it creates a folder on the Cloud Storage dynamically today, great, but I would like to add extra
Effortlessly collaborate with your team and boost productivity using Zoho Forms
Working with a team can lead to complications, especially when it comes to sharing and editing forms. Zoho Forms, a powerful form-building tool, is equipped with features that make team collaboration efficient and seamless. In this article, we will explore
Filling out forms and leaving them blank
Hello, We set up forms for our google ad push through Zoho and are capturing the information on our website. Although we have some fields required, we get a lot of blank forms submitted. Has anyone else experienced this?
Embeding a form in a Wordpress/Elementor Website
Hi, We are building a Wordpress website with Elementor and need to embed a form we created in Zoho Forms. We need the fields to be presented in 2 columns, but we're running into challenges. We are also having trouble with the thank you pages. Is it possible
rules of field
Isn´t yet possible to apply field rules to subform fields? I have a subform with a pair of dropdown field and i´d like to show answers in one of them deppending answers in the other one. Thank you
Coupons for payment field on zoho forms
Is there a way to create a coupon field if I want to accept payments on a zoho form? Thanks, Joey
Share forms with your team to collaborate better
Collaborating and communicating as a team gets things done faster and increases productivity. That's why we're excited to announce our form collaboration feature, where you can share your forms privately with select users and co-edit them together. What's
Integrate a Zoho Form with a Zoho CRM custom module
I have the free trial as of right now because I want to make sure it's going to work and give me what I need out of it.. I have created the custom module, and the zoho form. It integrated with no errors. When I fill out a test form it is not populating
Conversion Tracking Installation in Zoho Forms
I want to know how i can set conversion tracking on the submit button in the Zoho forms. I want to install a tag that calls a conversion tag when the submit button is clicked. But i need some help regarding the same as i cant see a solution on the internet.
Conditional logic pages (zoho forms)
Hi there, Hoping anyone out there might be able to help me work out how to apply conditional logic to pages using checkboxes where more than 1 choice can be selected. Check box should direct customers only to the area of the page (associated with check
I have same problem too please help
https://forms.zohopublic.com/smadaaruttauhiidboardingschool/form/DaftarHadirPelatihanPTKdanKTIIGIKotaBandung/formperma/cO2-H6xYirou7HZjiVtmwDerZbh9FnsIeplxV92A00w
Tip #4: Add related lists to Zoho CRM records using form responses
How to add a related list to new or existing CRM records using forms? Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list. You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this: Adding a
Share complete form to another account
Hello everyone, two business partners and I each have a Forms Basic Account and are always trying out different things. Now we're looking for a way to share finished forms from one of the accounts to the others. So not to export the form data, but to
ZOHO Form not working
Hi Team, I created a ZOHO form for Internship applications but the form is not working since I have shared it on mail. The link is mentioned below: https://zfrmz.in/4uQ3PZuvW3zCUtXVLziL I have also attached the screenshot of the error. It is all blank
Add your brand logo to your forms
What's in a logo? Everything. Imagine you're getting home after a tiring day at work, absolutely famished. Then you see the warm yellow glow of the golden arches in the distance, waiting to envelop you in its warmth. What else do you do but pull up at the drive-thru? A brand is something familiar. It should give customers a sense of homecoming every time they decide to come back to it. With that in mind, a logo is the face of your brand. It solidifies your brand's presence with its potential to
How do I create a customer facing order form tied into inventory list?
I want to create a form that our dealers can use to order from us, their supplier. We want the form to be tied into our inventory list on Zoho Books and Inventory. The form should also give them an estimate for final cost including shipping, which we
Form Span issue
Hello, I'm trying to set up a calendar but even after adding additional restrictions (1st image) I can see the whole calendar available (2 &3 images) Please advise.
Zoho Form CSS Styling
How to Get rid with gray background in Zoho Forms?
Forms→CRM連携で「取引先」を登録する方法
Zoho Formsで、顧客向けの見積依頼フォームを作成しており、 顧客が入力する項目の中に、顧客名(姓名)のほか、取引先(会社名)情報を入力する欄があります。 Formsのビルダー画面にある「連携」において、CRMの連絡先タブに情報を引き継ごうとしたのですが、 マッピングの選択リストに「取引先」項目が出てきません…(「部門」などは出てきます)。 取引先はルックアップ項目であるからなのかとは思っているのですが、 なんとか引き継ぐ方法はないでしょうか? 関連リストもダメでした… ----- コミュニティを探したのですがあまりに初歩的な質問だからか回答が見当たらず...
unique ID (ORDER NUMBER) for forms
i have 3 forms that work as follows: 1- ORDER.... when submitted, it notifies the next department by email (which is Accounting) 2- Accounting .....when submitted, it notifies the next department by email (which is shipping ) 3- Shipping.......... now , only the order form has the unique ID , however, each order has to go through 1-2-3 to be completed they should all have the same Unique ID # or Order # please guide me !!!
I need a receipt
Purchased ZOHO forms reference estimate #EST-3127585. Please send me a receipt for this purchase.
Accessing Zoho form enteries via API
Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call
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