"An error occurred while attaching the file to CRM." - Error syncing a PDF to Zoho CRM.
So we have a Zoho form that syncs into Zoho CRM to create a record. For compliance purposes, we also need to sync the whole form (as a PDF). For the most part, this works fine. However, recently, we discovered that one of our forms occasionally runs intoZoho Forms Embed vs Zoho Forms Plugin
I have a wordpress website and use some forms embedded in the site. I need a few more but see that there is also a zoho forms plugin for wordpress. Is there any difference or advantage to using the plug in our should I just embed any form that I need.Form field initial value and form translations
I have a hidden form field 'Language' that holds the language of the form. Starting from creating the English version, I have set the Placeholder text, and initial value both to 'English'. When translating the form I get an option for translating theChamp avec Case à cocher
Bonjour, Dans mon formulaire, j'ai des champs avec des choix multiples sous forme de case à cocher. Je voudrais savoir s'il est possible d'afficher dans le pdf généré uniquement les choix qui ont été fait. Exemple, je sélectionne 2 choix : et dans leSSL certificate not valid
After a long process with my domain host to connect the domain successfully and get it verified the ssl certificate is not valid. I have received an email which seems automated, telling me the custom domain hasnt been configured properly however your zoho bookings site is showing the domain as verified. This SSL certificate is for agedcare.net.au I cannot even find where to add my own ssl key nowBest Approach for Multiple Integrations?
We currently have a general contact form (non-Zoho) on our site with options for the user to select whether they're messaging us about Sales, Support, or Billing. Based on their selection, they get a customized automated email response from that department.Add Gocardless Payment
Hello, can you add gocardless payment?How to Set BCC on ZohoForms
Hello, everyone, Please tell me how to add BCC to send a confirm message on the Zoho form. Thank you.OTP Verification in Zoho Forms
In addition to our existing spam control features, Zoho Forms is now introducing OTP Verification via email and SMS. To prevent spam entries, this feature sends an OTP (one-time password) to a respondent's phone number or email address. They must enterTips for using Zoho Forms to boost your sales this holiday season
With the holiday season quickly approaching, it's time to start using your forms to drive conversions. For many small business owners, this is the most crucial time of year. Customers always look forward to this time of year with great anticipation andInclude form submission in the body of the email
My earlier forms had this (highlighted) option to Include form submission in the body of the email but I cant see that option in the new form (see uploaded files)CSV export
Hi, when i do a CSV export on my computer all of the data for each entry appears in on cell separated only by a comma and is therefore not useable. This problem occurs only on a computer, not on a phone. Is there a way to fix this? ThanksDiscover your form submitter's whereabouts using Geolocation
Hello everyone, Want to know where your forms are filled the most in a country, and which regions gives you the highest number of form responses? Zoho Forms brings you the solution. Just collecting basic information from your respondents is old-fashioned. Now we give you the new way to discover more relevant information about your respondents with Zoho Forms' Geolocation feature. This feature is available for both iOS and Android apps. When a user submits a form, you will get the exact location ofZoho Forms PayPal integration
I am using the PayPal integration to collect payment from customers through a Zoho Form. Is there a way to pass a tag of some sort through to PayPal so that I can identify which payments came from that particular form?Form validation - 400 Bad request
Hi, I have a problem with a form. When we validate the form an error "400 bad request" appeared. The validation message is not displayed, but the form is still taken into account in our management tool. What's the cause ? How to fix the probleme and displayLightbox Pop-up Form
A Lightbox Pop-up form is an effective way to grab the attention of the users by adding the form as a popup on your webpage as opposed to other embed options. Usually, the pop-up appears on the webpage when a specific triggering action is performed.Autopopulate Form Url after submission
We utilize a form that needs to be updated periodically. As of now, the office account is emailed the link used for edits and then it is manually posted with in the client's CRM file. Is there a way to make this CRM field autopopulate after submissionZoho Forms subform integration with CRM through Zoho Flow
I have a form with Zoho Forms that includes a subform. I am integrating this form with CRM using Zoho Flow, and in CRM I have a similar subform that needs to be mapped with the information from the zoho forms subform. If I simply map it using the defaultThanksgiving ideas for a successful holiday and boost in business
Thanksgiving is quickly approaching, and it's not just an occasion to express thanks to your loved ones but also the beginning of one of the busiest holiday shopping season of the year in the United States starting from Thanksgiving day, Black FridayMobile app - offline
If I made a couple of forms and my field guys had the mobile app and were somewhere without signal, could they open the app, complete and sumbit a form and have it upload when they are back in signal (we need different info at different jobs and I'm tryingWeighting Survey Scores
Is there a way to score forms with weighting and criteria in the background that automatically calculate a result based on entries?How do I change my 1-column form to a 2-column form?
I tried to drag the fields in my form into two columns so the form isn't so long, but that didn't work. How do I change my one-column form to a 2-column form without having to use a pre-built form theme?Find a Form link that wasn't emailed
A couple of times we have had clients submit a form that did not trigger an email with the URL used to edit to be sent out. Is there a way to access this link in this situation? Is it lost forever? We can see the form submission inside Forms and the documentSubform field encryption?
Can you encrypt subform fields...I can't find where if you can. If not, this seems like important functionality that should be added.More Date Format Support Options
Hi, In the Forms Settings you can set for example DD-MMMM-YYYY but not DD MMMM YYYY, I would like to have "Custom" like WRITER to set it ourselves? Thanks DanAssign value to decision box
Greetings i want to assign a numeric value for my decision box, just like we do for options in checkboxes and radio groups..how can this be possible? ThanksZoho Forms Attachments Missing
Hello Community, I created a Form to be sent as a link to my Contacts on a template email so they can fill the form and attach files that must be saved on their Contacts Profile on Zoho CRM. The problem is, in every submitted form, some attachments areSave and Resume - email address
Hi, I have selected the option in Settings to allow respondents to receive the saved form's link via email. However this isn't being generated. Can you please explain what I've done wrong? Thanks,Tips for creating forms that convert this Halloween
From dressing up in creepy costumes to attending Halloween events, manage all your Halloween plans with online forms. Set the spooky mood and kick off the haunted holiday with some fresh out-of-the-box ideas for your online forms. With just a few changes[Solved] How to trigger CRM integration after a failed Form ?
HI, A customer filled out our Forms. One of the field is a textarea. We set Toho CRM integration, Forms data are pushed as new Deal. However, we found out that the customer wrote quite extensively, wrote about 5000 characters text, and in CRM the targetAuto add Subform rows in Zoho Form with custom function
I had created a Zoho Form with Subform to allow user to add in the attendance name list via email link. I wish to use custom function to auto add row in subform, so that they can fill up accordingly. Example : When there are 5 person will be attendTip #6: Add images, files and, signatures captured in forms to Zoho CRM
How to add images, files and signatures captured using forms to Zoho CRM? Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You canAre plans to Integrate Quote and SalesOrder Module from Zoho CRM ??
I'm not sure why you wouldn't have these integrations in Zoho Forms. You have them on Zoho Survey, but not Forms.Customizing PDFs in Zoho Forms
Is there any other way to control the formatting of your PDF in Zoho Forms other than the meager options in "PDF Settings"? I would really like to be able to better control the placement of fields, colors, branding, etc. My goal is to be able to design[Workaround] Uploading large files to workdrive in subfolders
Hello, I'm building a Form which requires to upload 2 files. A video (less than 500MB) and a related PDF, and the name of the company. I like to save these file in Workdrive under a folder named after the name of the company Basically in Workdrive TEAMSForm Attachments upload
I have been using Zoho Form and have been uploading photo data to Dropbox, but Dropbox has recently been updated and I can no longer open photo data from the form. I am trying to change the location of attachments in Zoho Form again, but I can't get itUnique ID Display right on the form, ( Client View )
when I add Unique ID, it says, "This field will not be shown on the form". How can I make it show on the form. Thanks, MaroofHow can a colleague edit my form?
I am super admin and cannot edit my colleague's form, and My admin colleague cannot edit the form created by me... It seems only the creator of a form can edit it. All sharing options are for sharing the "run-time" form, not the editing process. This would mean no team work...How to add prefilled value to CRM lookup field?
Hi! I have an issue; I can't prefill a lookup field in Forms. First issue is that I can't add a alias to the field. I tried without the alias, but couldn't get it to work. The field is locked for public entry - but I should still be able to fill in theStreamline your organization's service requests with Zoho Forms: ServiceDesk Plus Cloud integration
Hello fellow form builders, Tending to service requests within your organization as quickly as possible is key to smoothly maintaining business functions. If your organization uses ServiceDesk Plus Cloud, integrating Zoho Forms makes collecting serviceNext Page
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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 outTake control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettableDedicated support for European customers
In today's data-driven world, protecting your data is paramount to sustaining business growth and maintaining customer trust. At Zoho Forms, we prioritize security and privacy, ensuring that your data is safeguarded to the highest standards. We are proudThe secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensures
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Zoho Forms showing fraud warning in Opera Browser
Hi, I am facing this issue from quite a long time that my zoho forms embed on my website is showing fraud warning in opera browser...it is showing in all other users who are accessing through opera browser.Zoho Forms and subforms
Hi I have made a Zoho form that integrates with my Zoho CRM by adding a record and the corresponding PDF I've created......part way through this form thuogh there is a question that requires me to fill out a different form if the appliance fails "So forMajor iOS issues when accessing forms via the browser
Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidentialDynamic prefilling - webhook - with information from ZOHO CRM
hi Recently posted about a very exciting update 'Dynamic Prefill - Webhook' This is really great, you've been waiting for this for a long time my question, I want to send the webhook to our CRM system and return information from there What address shouldAutomatic Participant List Numbering on Thankyou Page
Hi everyone, I created a form from Zoho Form, but I want the action after submitting the form to show the number of participants. If in GForm you can use AppScript. If in ZohoForm, how to do it? Please help
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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 outTake control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettableThe secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensuresZUG (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