ZUG (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 No-Code Builder to seamless integration with Zoho One Apps and streamline data management and gain valuable insights effortlessly.

Find the detailed agenda on the registration page. Register below for a city of your choice.

ZUG	DATE	TIME	REGISTRATION LINK
Melbourne	May 13	9:30 AM - 12:30 PM	REGISTER HERE
Sydney	May 15	9:30 AM - 12:30 PM	REGISTER HERE
Brisbane	May 17	9:30 AM - 12:30 PM	REGISTER HERE
Christchurch	May 20	9:30 AM - 12:30 PM	REGISTER HERE
Auckland	May 23	9:30 AM - 12:30 PM	REGISTER HERE

Reserve your spot now and embark on a journey towards data efficiency with Zoho Forms.

Looking forward to seeing you there!

• Topic Participants

• Swetha Hariharan

  

• villanuevamaria21

• Dilip Kumar Chandra Bose

  

• Sticky Posts

• Tip #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 a

• Tip #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 CRM

• 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 out

• ZUG (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

• Tip #9: Modify deal properties in Zoho CRM using form responses

  How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho

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