CRM Field won't work in Wordpress
I have created a Zoho Form that includes a Zoho CRM field. When I embedded the form in my Wordpress site using the instructions provided directly from Zoho, you aren't able to type into the CRM field. This is the ENTIRE reason I wanted to use Zoho Forms. Help please!!!Help Required Please - image field and unique ID
Is there any way of showing the Unique ID on the form submission? So that it is displayed on the PDF that gets emailed across? Also I am struggling to resize the images that are displayed - is there a way of choosing what size? I want to be able to display say 3 images side by side. Currently I can only manage to place them on top of each other? Thanks,How to add variable pricing?
I'm trying to set up a formula on an order sheet. What I need is variable pricing, giving discounts when more than one item is purchased. To complicate things they are able to mix and match from 2 categories. I can't figure out how to do that. For example, if they buy 1 item it's $25, 2 items are $40, 3 items are $50.Use the same dropdown list in different forms
Hello, Is it possible to create a list of text and use it in different forms ? Fox example i want to creat a list of building site and use it in different forms. If the list changes, i don't want to modify every forms but ony one list. Best regards ValHow to remove -Select- Caption within dropdown fields in PDF Builder?
How to remove -Select- Caption within dropdown fields in PDF Builder?Identifying which user posts a form
I cannot find a way to capture the logged in user that is submitting a form. How can I add the users name and/or email address to the form automatically (i.e they don’t have to select their own name or email address). The reason for this is I want to capture which user is submitting the form based on their login, otherwise a user could add anyone’s email address and name to a form.Form popup after clicking a button
I want to embed the form into a button, so when I click it the form pops up without leaving the current page. Is that possible?Autofill Zoho form with Zoho campaign data
Hello, I send campaigns and we have set a button called "Demo" in that campaign. This button leads to a form. Since we have the data in Zoho Campaign, would it be possible that some fields of the form (first+last name, email, company) are automatically filled when our readers click on this button? If yes, how could I do that? Thanks Aurélie LeyendeckerTip of the fortnight 2 - Acknowledge customers with a PDF copy of their submitted form
Hello fellow form builders, I believe the previous tip gave you insights on the different ways of form redirection. Today I've come up with a tip that aims to help your respondents be aware of the data they enter! Have you come across a circumstance where you need to give away the form along with the entire response and the answer choices being entered? Well, rather than consuming time to send the raw form submission through manual emails, you can do it in a much simpler way. Yes! The form submissionsTip of the fortnight 1 - Form redirects to boost customer engagement
Hello everyone, Have you ever felt completely abandoned, lost, and alone? Well, that's exactly how your customers feel when you abruptly end a form with a generic Thank You page. The Thank You page can be so much more than that, and for this week's tip, I've put together a few alternatives. So, the next time you're tempted by the allure of the default, try one of these instead! Value their opinion Getting feedback is one of the best ways to engage with and validate customers. Over time, it can turnHow do I add field to a Section
I've added a Section called 'Your Contact Info.' How do I add field to it? I've tried dragging a dropping into the Section and that didn't work. See attached screenshot.Zoho Forms - Approver information in Approval/Denial Message
When a form "approver" approves or denies a form submission, is it possible to include who the approver is in the approval/denial message that is auto sent to the person who submitted the form?Can Zoho forms give suggestions based on the user's response from contact details in Zoho Desk?
We are interested in using Zoho forms to create new tickets in Zoho desk to keep track of customer issues. I notice Zoho form fields can be linked to the contact details of the ticket it will create in Zoho desk. However, we would like Zoho forms to give suggestions for contacts that already exist based on what the user is filling in as their answer. For example, if the user is filling out "Customer Name", and they begin writing "Mary", they receive as suggestions the names of existing contacts inCan you close up the spacing between fields in forms
I want to close up the white spacing between the fields, it is too much between and makes the form very long.if you intend to print on 1 side of A4 sheetintegration of Zoho Form with Zoho CRM-Contact
It is possible to integrate Zoho form with zoho crm in such a way that when adding a reocrd in zoho form it is added as contact in zoho crm????How do I use exponents in a function in Forms?
Seems like it should be as [Field Name} ^ x, but this doesn't seem to be possible. Any advice? By the way, we need fractional exponents such as ^ 1/14. If we were doing something simple like squaring the number then I could just multiply the number by itself.Reading uploaded CSV file and creating log or report
Hello, I am needing to allow employees to upload a CSV file into a form/app. Once the form is submitted, I need the uploaded CSV file to be read and written to an existing log or sheet. I figured out how to get the CSV to write to ZOHO Sheets/Docs while using forms, but it saves each of the CSV files to a separate sheet, while I need one to be appended with each new submission. I have also tried to figure this out with using deluge scripts in Creator, but have had no luck. I don't have a preferenceImagem maior ZOHO Forms arquivo PDF
Temos como ampliar a foto no arquivo PDF de um arquvo gerado pelo ZOHO Forms ? Eliminando assim arquivos individuais de cada imagem.Integrations (Zapier and Zoho Creator)
Hi, I am new to Zoho Forms and I am using the free version. 1) There is an option to integrate with Zoho Creator. This takes you to a page with a "Migrate" button but clicking this just takes you to the main Zoho Creator page. I notice that Creator does not appear in the Forms integration documentation. Does this method of integration work? [I have a free Creator account that does not allow me to Publish.] 2) I have also signed up with a free Zapier account. When I try to create the Zap to integrateCan I use Zoho Forms without internet connection?
I will use the form outside without a internet connection. Can the form be loaded on the pad, be filled and later connect to my account and get the reports? TX!Update Existing Lead
Hi, I have been trying to update an existing lead in Zoho CRM using a Zoho form that is created for this purpose. We may have multiple leads with the same email, phone, last name...etc. so How I can use lead Id to update the right record? Kind Regards, MontherQuestion about Zoho Forms/
We recently found that we can create forms from the Zoho campaigns and Zoho CRM (Leads module) Our goal is to create forms that can be embed in our Wix website, but we are not sure if we should be using Zoho forms - Zoho Campaigns forms- or Zoho CRM forms. If anyone have experience with forms I would like to hear your recommendations.IPAD: Is there a way to change or add to the design on mobile?
The desktop version has lots of customization, including the ability to add your own images such as a adding your company logo at the top of the form. However, my iPad only shows a plain template with ability to only change the accent color. What are the limitations for the app version of these forms? and if I purchased the basic plan, will I be able to at least see my companies logo at the top of the form? What I see on my iPad.Compact forms
Ok, is there a way to make the forms compact? They take up way too much space and you know it's just not as professional as it should be (it makes you look like you are an amatuer playing at having a business). How about we get a design that looks like this is a real business and not a freaking game?Zoho Forms integrates with Zoho Recruit - Manage applicants and collaborate on hiring
Hello fellow form builders, As for all the integrations we've rolled out thus far, we believe in the extent of how they help to manage your data and ease your business. Today, I've come with great news of another such new integration. Forms make collecting applicants' details, resumes, and cover letters incredibly easy. However, processing the details and hiring the best candidate can be quite an uphill battle, especially when you have many applicants coming in for a job profile. Well not anymore,Zapier Integration shortcoming between Zoho Forms and Zoho recruit
I have subscriptions for Zoho Recruit and Zoho Forms. I have built a new candidate registration form in Zoho forms. I have used this as it gives me the ability to include logical questioning and can be easily shared through social media etc. This is superior to the forms that are available in Zoho Recruit. You announced the possibility to integrate Zoho Recruit and Zoho Forms with Zapier. I have done this and found it an excellent and easy app to set up for a person with limited skills. I haveZoho Recruit -> Zoho Forms Integration Sadly Missing
I was looking at the new Zoho forms, and sadly there was no integration option with recruit. I was looking for a way to map fields from Recruit into the form. Then have it setup so that once a form was submitted, I could have a field updated in Zoho Recruit, as well as have a PDF of the signed/executed document archived in the candidate record, as well as e-mailed to the candidate and recruiter. The goal being to automate the forms collection process from candidates (RTR's, HR/Onboarding forms, etc.).Zoho Forms integrates with Zoho Sign
Hello everyone, We are pleased to announce the release of our newest integration with Zoho Sign. You now have the ability to include form data in your agreements, contracts, or invoices, and quickly send them out to collect digital signatures. You can do this seamlessly from directly inside your form. Let's dive in and see what else the integration offers! Zoho Sign is a digital signing application used to digitally sign electronic documents. Using Zoho Sign, you can sign a document, send them toForms PDF Export Name
Hi within forms I have created a new name for my pdf, but the pdf that is copied into google docs is still called the form name. I cannot find where to change this or why it doesn't work? Can you helpTrigger CRM workflows in Forms
Hi there...is there any documentation about how Forms integrates with the Zoho CRM...specifically the "Trigger CRM workflows" checkbox? What would happen if that box were not checked...would Forms not update fields...or I am not sure where in the CRM to specifically mention a CRM workflow? I know the CRM can initiate a workflow when a field is updated, but can I find out the documentation on this more specifically? Thanks!Zoho Form Function
Hello, I wanna send day name of week to Zoho CRM from on Zoho Form. I don't know how to do. So how can I take "current date"'s name. Thank you.Use Forms or Survey?
I will replace the data collection form at this site https://corgenius.com/CEU with a Zoho Form or Survey, but I've not yet used either one It looks like I could accomplish what I need with either tool. Any Zoholics out there have a recommendation on which I should use? Thanks.New interface
How do I get the new zoho forms interface? Mine is the old one and it looks dreadful...Zoho Forms 2018 - A Recap
Hello everyone, Time flies! It feels as if we just launched Zoho Forms, yet it's already been a 3 year journey. Over the past year we released new features, integrations, and made additional enhancements while continuing to support easy form building! Here's the recap of all the releases in a nutshell. That's a wrap! Zoho Forms is gearing up for 2019 and we've got a whole range of new features, an improved UX, and a solution to help simplify your form management process. Stay tuned for our latestChange "From" email on Rules Email
How can you change the From Email Address when creating a Rule that will send an email with the form data?Forms authentication
Hello, I want to embed the forms in my website where i have my custom login system. Is it possible only authenticated users to be able see the forms or another login step (involving zoho login) required? Thanks in adnvaceZoho One Limitations
I'm a solopreneur paying for a single enterprise zoho one seat. I need to know what version of Zoho Forms is included and what the limitations are? Currently, Zoho Forms is indicating I'm on the free plan. Please describe the limitations of Zoho Forms with a Zoho One account.Creating a Zoho Helpdesk Form
Good day, So, the following workflow is what we want done in our Zoho desk. We created a form in Zoho Forms (that contains attachments), we want to integrate it with Zoho Desk. There are several problems with Zoho Desk integration (mandatory fields are name, but you can only select either first name or last name from the form fields). The other issue is that you can't add the attachments or the PDF snapshot of the form. I've tried various ways of making it work (through integration, email, zapier)Using assignable values from checkboxes
Hi, Is it possible to use individual checkboxes with webmerge? I've setup a checkbox field with 5 checkboxes and would like to trigger a webmerge response depending on whether or not the boxes have been checked. Thanks, RobertPayment on Zoho forms
Hi I have created a Zoho form for a charity event. I want to submit the form for approval, then if it is approved, return back to the form to take the payment. I can provide a link in the email to edit the form but is there a way to make the payment details only show once the form is approved, and can i open the form with the original details on it? I could not use the form approval status, so i created an approval status field, but then i cannot hide this in the form from the original applicantNext 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 forGrouping of Multiple field types
I looking group different field types as shown in the image. How do I do this in zoho forms?Connect Forms to CRM
How do I connect information and files submitted through forms with a customer profile?Major 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 confidential
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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
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