Webforms in Zoho FSM: Create a Communication Channel for your Customers

Webforms in Zoho FSM: Create a Communication Channel for your Customers

Season's Greetings! 🎄

Looking for a way for your customers to be able to submit requests to Zoho FSM? Presenting Webforms in Zoho FSM.
 
Using webforms, you can create forms that can be embedded in your website. These provide a user-friendly interface using which customers can enter and submit data to Zoho FSM. Webforms provide a convenient way for customers to get in touch with you to submit service requests, report issues, or raise queries. Users can easily access webforms from any device with an internet connection, making it accessible at any time and from anywhere. These attributes make webforms an effective communication channel in today's digital age.
 

Create it in a jiffy 

Adding a form to your website using Zoho FSM's webforms is child's play. You do not need to have coding prowess or design acumen. You can create a form simply by dragging and dropping the desired fields. The source code for the form will be generated, which you can embed on your website, and voila! Your customers have an easy way of communicating with you.


Make it Presentable and Professional

Various customization options are available to jazz up the webform. You can apply formatting to achieve the desired look and feel of the webform. You can also modify the source code of the webform to apply your own styles. You can add field validations, apply security features like CAPTCHA, and require users to agree to the terms and conditions, thus ensuring that only valid data is submitted by the user.


The request that is submitted from the form can be created for an existing customer or a new customer. Using the phone number or email address, you can determine the existing customer to whom the submitted data should be linked. Alternatively, you can opt to create a new customer for every submission from the webform. Refer to this help for details.
 

Create One, Use in Multiple Places 

You can embed the same webform in multiple places. You will be able to see the count of submissions received from each form. If necessary, you can also temporarily suspend the submissions from certain forms to Zoho FSM by marking them as inactive.
 

 
Please find the link to the help documentation. Do feel free to leave a comment below or email us at support@zohofsm.com if you have any questions.

    Nederlandse Hulpbronnen


      • Recent Topics

      • Bigin iOS app update - Introducing Card Scanner and initiating WhatsApp conversations using pre-approved templates.

        Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Card Scanner Initiating WhatsApp conversations. Card Scanner: Our new Card Scanner feature extracts contact information from business cards.
      • Introducing card scanner in Bigin Android app

        Hello everyone! We are excited to introduce the card scanner feature on the latest Android version(1.7.26) of the Bigin app as well. Card scanner extracts contact information from business cards and allows you to save them as contacts in Bigin. You can
      • Full RTL and Hebrew Translation Support for Zoho Creator User Portal (Including All System Pages, Templates, and MFA Screens)

        Dear Zoho Creator Team, We kindly request comprehensive support for right-to-left (RTL) languages, particularly Hebrew, across the entire Zoho Creator user portal. This includes system-generated pages, templates, and multi-factor authentication (MFA)
      • ZUG real estate virtual meetup 2025: Sign documents, collect payments, and automate workflows with Zoho Sign

        Hi there! Are you in real estate and looking for a secure, compliant way to manage all your paperwork? In such a fast-paced industry, timing, compliance, and client trust are everything. Handling paperwork has always been a challenge, whether you're finalizing
      • OCR (Optical Character Recognition), automatisation des PDF et autres amĂ©liorations de Zoho RPA

        Zoho RPA est une plateforme d'automatisation des processus robotiques conçue pour accélérer et simplifier vos workflows. Elle permet de connecter facilement vos applications cloud à vos systèmes existants, même ceux qui ne disposent pas d’API, afin d’automatiser
      • 📞 Call + đź’¬ WhatsApp + 📲 SMS in Zoho CRM – All in One Place!

        We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect with
      • Automation#24: Auto-Update custom field from Accounts to Tickets

        Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,
      • Product Updates in Zoho Workplace applications | May 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze options
      • Outlook 365 ('classic') won't connect to Zoho email

        New computer, fresh install of Office desktop. On the old computer Outlook was working fine with Zoho, retrieving/sending mail, etc. On the new one I can't connect the accounts in Outlook--Outlook just keeps popping up the box asking for a password. All
      • login email

        Never logged into email says last log in never loged into
      • Installment plans

        Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto charged
      • Search Mail with URL parameters

        Is it possible to search Zoho Mail by passing URL params like we can in Gmail? eg. mail.google.com/mail/u/0/#search/from:(jane@doe.com)
      • Need Help Fetching Latest Conversion Rate by Date

        Hi Team, I’m currently working on building a Balance Sheet in Zoho Analytics across different entities, with a common base currency of USD. I receive USD conversion values on a daily basis, and my requirement is to always capture the most recent available
      • Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

        Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove
      • Category to Alert

        Hi I am looking for help on how to solve an issue. We use the Category field for all items. We also use Composite Items. We would like to create an email alert when a Sales Order is created, however it would need to look at the Item to identify the category
      • Validation Rule (Date)

        Hi There,  Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date.  Any takers?  Manoj Nair
      • Beyond Email: #3 Organize effortlessly with Bookmarks

        With her team’s details now neatly saved under Contacts, Sarah is feeling more settled in Zoho Mail. As she begins exploring her new workspace, she remembers the collection of useful links she has saved on her browser—project trackers, client portals,
      • Notification based on created/updated sales order that contain certain line items.

        Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been created
      • Drawings in forms

        I do a lot of drawings during my consultations and I’d like to add  body maps or stencils that I can draw on in different colours and add explanations etc. I need to be able to erase mistakes etc. Ideally in a form that I can prepopulate with client details and a few questions/ client signature and then save as a form. is this currently possible? if not, is it in the pipeline? thanks, Dennis
      • How can I populate dropdown data with information from another source or app?

        I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?
      • Workplace - Zoholics Europe Customer Awards

        Dear Zoho Mail Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing
      • Zoholics Europe Customer Awards

        Dear Zoho Workplace Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing
      • Change Default Currency in Zoho Reports

        Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?
      • [Webinar] Deluge Learning Series - Master Conditional & Operational Logic in Zoho Deluge

        We’re excited to bring you the next session in our Deluge Learning Series—a focused one-hour webinar where you’ll level up your skills in conditional and operational logic using Deluge scripting. From writing clean if-else conditions to implementing powerful
      • UPI QR Code in Invoices

        Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself.  This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoice
      • WebDAV support

        I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?
      • Zoho Inventory Item History

        Hi Zoho Inventory Team, I 've been testing the History feature on Inventory Items in a demo system and I noticed that when I changed the value of a field to a new value, the history just says "updated by - user1", it doesn't say what what field was changed
      • Filter Images in Work Drive

        Hi, what is the best way to be able to filter files by multiple descriptions, for example, the name of a person in the photo as well as, an item in the photo and other descriptions? With labels it looks like you can only select one label at once but this
      • Flow not working when trying to Create a Merged Doc with info from a custom CRM module w/ subform

        I am having a problem creating a flow that gets its info from a webhook connected to a button in a custom module in Zoho CRM. I have made a template in Writer that follows: This is a clone of  the template in the CRM mail merge which works perfectly if i do it manually through there. My flow gets the custom module entry id through a webhook, then fetches the module entry data, and creates a merge document from that data. I know the webhook and the fetch work because if i replace the "create merge
      • Smart Scheduling via Agent Confirmation

        We’re excited to introduce a smarter and more streamlined way to manage dispatched service appointments in Zoho FSM! Feature Highlights Field agents can now approve or reject service appointments assigned to them—helping reduce unnecessary workload and
      • How to delete Inactive users?

        We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den Barselaar
      • Help me format my signature in zoho mail

        I need to set up my signature in zoho mail then send the format to other colegues to set it up by themselves. I have isues setting up my 5 logos one after another as I am not able to give sapce between logos. After setting up my signature with logos there
      • Can i integrate bigin with google voice?

         I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad
      • Custom Field for Customer ID in Zoho Commerce's Customer Section

        Hi everyone, I’m wondering if it’s possible to add a custom field in the "Customer" section of Zoho Commerce. Specifically, I need to include a "NIF" or "Customer ID" field, as it's mandatory for invoicing in Spain. I know this can be done in Zoho Inventory,
      • Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

        Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by
      • API Self Client Authtoken conversion always returns "invalid_client".

        I am having a problem when trying to convert an Authtoken to OAuth for a Self Client script.  I have made sure that the client Id, secret, and organisation are correct, and the domain is definitely ".com"/ This is the python code I am using to create
      • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

        Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
      • Schedule mass emails, view mass emails status and more!

        Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.
      • Multiple Selection/Select All for Approvals

        I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to
      • How to report and analyze a multi-select field entries distinctly ?

        As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries
      • Next Page