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

      • Currency abbreviations

        Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
      • Embed Sign Document

        Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' to
      • We’re transitioning from Zoho ShowTime to TrainerCentral

        Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s why
      • Emails Are Not Being Delivered to My Inbox

        Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
      • Radar In Focus: Track customer support metrics using Radar's static reports

        Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed
      • Mail ToDo & Tasks Webhooks

        Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message
      • Allocating inventory to specific SO's

        Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
      • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

        Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these
      • Where can I find rejected inbound mails and their reason for rejection

        Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
      • Refund

        Hi There, Please refund me asap possible, because of no support given. Thank you
      • تغيير عمله الدفع"Change payment currency"

        ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"
      • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
      • Attention API Users: Upcoming Support for Renaming System Fields

        Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
      • Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

        In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with
      • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

        As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
      • Zoho Sign product updates - Q3 2025

        Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients
      • Zoho sites header

        Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
      • Quick Create needs Client Script support

        As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
      • Kaizen #152 - Client Script Support for the new Canvas Record Forms

        Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
      • DNS set up

        I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
      • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

        The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
      • General suggestions

        Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark
      • Can't upload attachments.

        I can't upload attachment in Zoho Mail.
      • Need Guidance on SPF Flattening for Zoho Mail Configuration

        Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
      • How use

        Good morning sir I tried Zoho Mail
      • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

        Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop
      • Error when sending emails from Zoho

        Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,
      • Zoho Tables is now live in Australia & New Zealand!

        Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
      • Not all emails from outlook365 migrated to my new zoho account

        I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest
      • Clients not receiving emails

        I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
      • Max numbr of IMAP Accounts in Zoho Mail?

        In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?
      • Formula Fields Trouble

        Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make
      • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

        We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.
      • How can I add a new organization on Zoho Campaign

        I want to create a new organization with my Zoho Campaign
      • White Label certificate

        Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it
      • www.abc.com is working but abc.com is not

        I have my domain in godaddy. I have created a website using zoho sites and now I want to publish it and I tried doing it. Mapped the domain www.abc.com, abc.com. In godaddy changed the CNAME values. A, @ was parked and updated with zoho's IP address.
      • Split my account

        Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.
      • Have Mail Lite, wish to add/purchase 2nd domain and use email

        Hello, I have recently created two new businesses. I have successfully used Zoho to create a domain for one business and have set up two email addresses / users on that domain. I am trying to figure out how to create a second domain, just like I did the
      • Need support in setting up the company email and few other setups

        Need support in setting up the company email and few other setups
      • Next Page