Does Zoho Forms integrate with Zoho Projects
Hi Does any know if I can integrate Forms into Projects? I have a Client User on Projects that I want to share a Form with in the documents section of projects. Not sure if I can do this or not? Thanks,Tip of the fortnight 6 - Conditional emails based on form inputs
Hello fellow form builders, If you're looking to craft hyper-personalized emails based on your customer's form input, this is the guide for you! Here's a common scenario: " I need to fire different email content to a large number of customers. Do I do this manually, analysing their form inputs and then toiling away sending them emails with different content? " Nope, not necessary. A simple, rule-based email setup can provide the solution. Email notifications in Form Rules lets you create conditionsMobile App
I'm running some tests before we add zoho forms to our workflow. I have made several forms. I have download the app I can add entries to some forms on the app but other forms I get a ""new features on the web are still under development in the app. You can't view them here, but we're working on it" Is there somewhere to find out what those are so I can avoid them if necessary??Your policy regarding "suppressed" email delivery addresses
Hi guys. I am involved in a small dispute with one of your competitors concerning form deliverability. I have some hundreds of forms, each set up to email one or perhaps two addresses. Recently I found out that a couple of the forms were failing to deliver entries to their specified addresses. It transpires that this provider had added these addresses to an internal "suppression list" - after they bounced. I understand that entirely, but what I do not agree with was their failure to inform me, orFAQ
Is there any FAQ for Zoho FormsZoho Forms to Zoho CRM - edit response
We have a zoho form that our employee starts and submits, and then a day or two later, they "edit their response". I have the zoho form integrated with the zoho crm. I submitted a response and it made a new record in the proper module (yay!). But when I tried to "edit my response", it doesn't update the crm with the new answers - is that correct? If that is how it works right now, it would be awesome if it did work that way :) Thanks.Paypal.me
Can I use a paypal.me address instead of an email address when setting up the paypal payments?Zoho Form NO ACCEDE A FORMULARIO
Calculate hours
Is there any chance that the the "formula" will have the ability to do calculation using the "time" field in the future? Our company has a form set up for tracking hours worked and we use 2 time fields currently. One for the clock-in time, and one for the clock-out time. It's great for keeping that record, but if there were a way to calculate the hours to show on the report would be awesome. Previously we had used JotForm and their calculator had that ability, but it seems that Zoho doesn't acceptTip of the fortnight 5 - Autoresponder emails to improve customer engagement
Hello fellow form builders, Is it raining form submissions? Congratulations! But it doesn't end there. It's time to figure out a way to acknowledge that pile of submissions and possibly convert them into potentials. Instead of sending emails to a mailing list, why not build your own email service to reach customers and make it a part of your lead-nurturing efforts? In this three-part series, we will show you how to use Email Notifications inside Zoho Forms. Today we'll walk you through autoresponderSub Forms giving me issues
I built a form and wanted to clean it up by putting specific stuff in a sub form then made a rule if X is "yes" then show sub form but it wont open the form on app. If I delete subform then app works.Is it possible to upload grouped & field choices from an Excel file? And also assign value to each field choice? I have more than 4,000 entries to upload.
Is it possible to upload grouped & field choices from an Excel file? And also assign value to each field choice? I have more than 4,000 entries to upload. This is my excel sheet:Zoho Forms client data capture pre projects
Hi there, I am a regualr user of Zoho products and generally find them great (CRM, Docs, Email, Project). Question is We want to be able to send our project managers out for an installation site survey. This is to help with the pre project proposal. Here is what we need. Build a form/questioner - I can do this ok. Integrate into CRM and Zoho Docs - I can do this ok. Host form on our website (password protected) - I can do this ok. What I am not sure how to do, or if we can do it. We have multipledate of birth
how do i date of birth field in the form?How to add the payment field to downloaded form
Hi all, thanks in advance for any help. I am just starting with zoho forms. I have created my first form and in order to add some custom styling to it I have downloaded the html and css. However, the payment field is missing. Can anyone advise of ways to show the payment field??? Thanks for the help,Zoho Forms and Desk Integration
If I have a Zoho form that is integrated with Zoho Desk, will the Account and Contact be created in Zoho Desk when the form is submitted? If so what fields need to be mapped?Zoho Desk and Forms Integration
If I have a Zoho form that is integrated with Zoho Desk, will the Account and Contact be created in Zoho Desk when the form is submitted? If so what fields need to be mapped?Tip of the fortnight 4 - Best practices for building your e-signature workflow using forms
Hello fellow form builders, It's another fortnight - ah, time flies, doesn't it! Recently, we rolled out our integration with Zoho Sign (read our announcement post here), and it can be incredibly useful in collecting secure e-signatures from your form respondents. Getting your agreements, contracts, waivers, etc. legally bound through this e-signature workflow is easy, yet every use case needs a distinct workflow setup. That's why today, I want to share a few of the best practices you can followSome feedback from a recent Zoho Forms project
Hi, I recently implemented a Zoho Forms quote form for a client to provide a quick way for website visitors to get a price for the client service, a fairly common use case for Zoho Forms I am sure. During the project, the following feedback came up that I thought was worthy of a feature request. 1. Ability to display a different form title than the actual name of the form in the Zoho Forms admin UI. For example, you might have a form called 'Quick Quote Form' but you wouldn't want that to appearTip of the fortnight 3 - Create merged documents with form responses
Hello fellow form builders, It's another fortnight, and I am back with an exciting new tip. In the previous post, we discussed how to deliver the PDFs of the submitted form to your customers. To continue with this process, let's take a look at how to create dynamic documents with the responses that fall in your form. Sending Order Receipts upon successful purchases, Interview Call Letters to chosen candidates, Invoices for your customers, Certificates on course completion, etc, is crucial for yourCRM 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!Next Page
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Important update in Zoho Forms: Enhancements for improved email deliverability
Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.comTip #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 aUnique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently
When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meetTip #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 CRM2024: A Year of Transformation with Zoho Forms
As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all
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Projects Integration - how can I bring the submitter of the form into Zoho Projects?
I've spoken to Zoho several times about this but they've been pretty useless and taking ages to respond to the ticket. I have a form set up in Zoho Forms and when this is submitted, it auto-creates a task in a project in Zoho Projects via the ProjectsHelp with cookie code, utm variables are overwritten on every page load with new variables
Hi all, My goal is to track the very first web page that a user visits, and store those utm values throughout all of the future visits until a lead form is submitted. That way, if a person is retargeted, I can still attribute the very first visit as theGoogle ads and zoho forms thank you page 2025
We have implemented CNAME in zoho forms. Google Ads wants us to run a thank you page, and they require that thank you page be hosted on the main domain and not the sub-domain. Is there a solution to this? Called to support and they had no idea how toPossibility of Recording CookieConsent in a Hidden Field in Zoho Forms
Dear Zoho Forms Team, We are using Zoho Forms on our website and have encountered a technical question related to GDPR compliance. Currently, we have Google Tag Manager installed, along with a script that tracks UTM parameters and GCLID. To comply withZoho Forms - Shared Forms
I chose SHARED FORMS and noticed "Enter atleast" needs a space to be correct.
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Important update in Zoho Forms: Enhancements for improved email deliverability
Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.comTip #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 aTip #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 CRM2024: A Year of Transformation with Zoho Forms
As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were allTip #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
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