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 applicantUnable to upload attachment. Please contact the forms administrator.
I have been trying to attach png and pdf files to this forms but the aforementioned error shows up. How do I fix this?Triggering response in pdf email dependent on answers given.
Hi, If a question on my zoho form has been answered 'yes' I would like to be able to include a paragraph of information on my pdf email response. If it was answered 'no', then I don't. Is this possible through zoho forms? If so, could some please help me with this. Thanks in advance, RobertHow to make merged docs from Zoho Docs save as well as send by email
I created a Zoho Forms form which, once submitted will send a notification email with a merged document (created through Zoho Docs) attached - this is working fine, but I expected the merged doc to also save in Zoho Docs when it was created, but I can't find them anywhere? I can't seem to find an option to save my merged document anywhere when it is created, only manually - is there any way to set up automated saving of the merged documents somewhere? Thanks! Pdefault values from source code
I am making a form with Wordpress. And I'm wondering if Zoho Forms has a feature that can get default values from source code. If it has, please teach me how to do it.Multiple errors when attempting to submit forms.
I've attached some screenshots to show a few of the different errors that my employees are receiving on a daily basis when attempting to submit their forms. These errors occur seemingly regardless of device used, form being submitted, or whether they were on wifi or cellular data. Each time one of these errors occurs, so far the data has been submitted successfully, with the exception of the access denied error which happens when there is an error submitting a saved form entry and the user triesHow to update integrated google spreadsheet after editing zoho form entry?
Hi, I have integrated my Zoho form with a google spreadsheet so when I update a form its relevant fields gets updated into that specific google spreadsheet. Here is the intresting part -- when I EDIT my updated form then its modification reflects in Zoho Database (All Entries of Form) but that change doesn't reflect in my Google Spreadsheet. I want my google spreadsheet to shows the modified form. Can anyone help me to achieve this. Thanks, TanseerWhy do businesses choose Zoho CRM software?
I am wondering why businesses choose Zoho CRM software? While there are many other useful software besides Zoho CRMRedirect to another/same Form using Form Rules and MAP & TRANSFER selected fields
Hi I run a dental practice and patients use Zoho forms to fill in their new patient details. We have situations where a family of 2-4 comes in at the same time and require to fill in the form individually. Currently, we have set up so that when they select that they are with their family and submits the form, same form will pop up for the other person to fill the details. It works all fine. However, to make this process more efficient, we do require address details and so on to be transferred toTwo Fields in Same Row?
How can I put two fields in the same row? For example, "phone number" on the left and "email" on the right.Using previously populated field in desccription field
I want to use one values of a field that has been previously populated within a block of text in a description field similar to the way that a field can be used in the "Thank you page" So for example I want to have a section that reads like this: Please confirm your name and age: <Fill in text here from the Name field> <Fill in text here from the age field> Is it possible to do this? Thank youZoho Forms -Automatically Associate Form Submission Choices With Hidden Data Field - Email, Text, Dropdown, etc.
Hello. Is there a way to automatically associate data from a hidden field to the selections / values made upon form submission? For example, there is a main customer Project Revision Request Form. The form asks, "What is your project #?" If project # = 40 then prepopulate hidden Assigned Employee Email field to project40assignedemployee@example.com to alert the assigned manager. A step further, from hidden Project Spreadsheet Links field automatically select "Project 40 spreadsheet link" so theHaving a textbox list
In Survey Gizmo, we can create a textbox list. It saves us space and it's easier for clients to go through those questions. Check the image:Any possibility of having a comments box next to a dropbox, radio, etc.
I'm doing this with SurveyGizmo. If the person want to leave more detaisl about his answer. Also this offer having a more consisce form.Create a Custom Table to collect information
Hi, I use this in Survey Gizmo and it's very useful. It gives us the ability to put any question option on the same line since all those information are related to each other. Since I don't have this option, it's 5 times longer to create and in length also.Ability to Edit Forms by Multiple Team Members
Two part question: (1) Will you be adding the ability for multiple people in a company to edit forms? Having only one person able to edit a form drastically reduces the usefulness of the product for a small business using Zoho One. Your competitors allow multiple editors on their products. (2) The ability to "change ownership" on a form (a workaround to allow someone else to edit), doesn't seem to work properly. Will you be fixing that? Support suggested trying a different browser. I did. Nohow to switch guest user to admin
Today we learned about Zoho and we are very enthusiastic about the product and would like to start using it. We also paid a subscription fee for 1 month to test things. The problem is the following: I created a Zoho forms account, then the IT manager created a forms account. Then he paid the fee for a month and tried to add me as a user to his list. Because I was already in an organization, I was added as guest. It seems that he cannot change my userstatus to admin when you are guest. Also he cannotChanging the approver based on a form answer
I'm trying to create an internal 'Leave Request' form, that would preferably go through the Approvals process. The issue is that there are 25 possible supervisors, and I can't think how to do this, because Zoho asks for one specific approver. Notifying the supervisor would be ok - is there a way to do this without asking the staff member to enter the supervisor's email address? (i.e. an email dropdown?) If anyone has any ideas on how to create a leave form that can notify a supervisor, or be approvedNotification when Lead Record is updated
Hello, I have a two step approval process for leads, which involves filling out two forms. The first form creates the lead, and I get a notification for this. However, when the lead completes the second form, the original record is updated, and I am not getting a notification when this happens. I need to be notified when a lead record is updated. Is this easily accomplished? thanks, CoriAnybody know how to create a global list for lookup fields?
With dropdown boxes and so on, can you link them to a global list? For example, we want to hold a number of events in the dropdown box and it is continually updated.Can you copy and paste a page within a form?
I have been looking at trying to copy/duplicate a whole page within a form. I can't see how I can do this without having to add all the data in again. This is very time consuming. Any help would be great.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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