Upcoming Webinar: A Fireside Chat about Advanced Approvals with Zoho Forms

Upcoming Webinar: A Fireside Chat about Advanced Approvals with Zoho Forms

Hello form builders!

Struggling with approval bottlenecks?

Join us for an exclusive live webinar where we’ll walk you through Zoho Forms’ Advanced Approval workflows and how they can help you:
  • Set up multi-level approvals with customized rules.
  • Automatically route approvals based on conditions like expense amount or category.
  • Trigger instant notifications & reminders to keep teams on track.
  • Ensure a smooth approval process from request submission to final approval!

What you’ll learn in this webinar

  1. Difference between Basic & Advanced Approvals: when to use which and why.
  2. Setting up multi-level approvals based on criteria.
  3. How to automatically route forms to the right approvers without manual intervention.
  4. Triggering real-time notifications & automated reminders to prevent delays.
  5. Insights for testing your approval workflow before rolling it out.

Meet your hosts

  • Sruthi (Product Marketer, Zoho Forms)—She’ll put herself in the user’s shoes and navigate the workflow in real-time.
  • Samhita (Product Expert, Zoho Forms)—She’ll take you through the nuts and bolts of setting up advanced approval workflows.

Who Should Attend?

  • Zoho Forms users looking to optimize their approval workflows.
  • HR, Finance, Admin, and IT teams managing approvals daily.
  • Anyone tired of chasing approvals manually and looking for automation solutions.

    • Recent Topics

    • New in CRM: Dynamic filters for lookup fields

      Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
    • Introducing Keyboard Shortcuts for Zoho CRM

      Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
    • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

      In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple contacts, why was this feature not included. Now we have to miss out other contacts or enter them somewhere in the description.!!! this is bad.
    • Add an option to disable ZIA suggestions

      Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow
    • Translation support expanded for Modules, Subforms and Related Lists

      Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
    • CRM API w/ Self Client (Administrator): You do not have sufficient permission to associate this record. Contact your administrator.

      I am using the CRM API and am having an issue creating a contact. I've successfully created a contact linking to an existing account by ID, but then when I created a separate test account (which succeeded) and tried to create a contact linked to that
    • How to see history on Bulk send of Customer Statements

      Hi, We bulk send statements to customers every month via Books - every month we have customers emailing requesting a statement. Currently I have no visibility on if a customer was sent the statement or not and if our process is being followed or overlooked
    • How to avoid outgoing emails from Zoho CRM from being treated as SPAM/Junk when arriving in an Outlook Inbox?

      I just upgraded to Zoho CRM paid version so I could use the Mass EMail feature using a simple email template I prepared.   When testing this feature out, I sent emails to my Yahoo, GMail and to an Outlook EMail Inboxes.   Yahoo & GMail received the messages fine.    I have attached a print screen from my Outlook "Junk Folder" that shows the error message and note that at the bottom of the screen, it is obvioius that ZohoCRM's mail server is noted in the email's header/footer.  BELOW is the last few
    • Turning off the new UI

      Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
    • I need to know the IP address of ZOHO CRM.

      The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to
    • How to record chargeback in zoho books?

      Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
    • Allow non admins to create folders

      I want to allow users in my company to create their own reporting based upon selected Datasources, however they currently can't create folders to save their work in. This can only be done by admins, which seems excessive. Is this possible ?
    • Filter a report for a specific bank and a specific transaction type (interest income)

      I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I
    • Lookup fields can't be used for anything important

      Hi It seems the lookup fields are mostly.... informative, you can at most link stuff between modules... You can't use lookup fields in blueprints, you can't use them in layout rules or anything... It that correct?
    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
    • I don't really understand leads in the campaigns tab on Zoho CRM

      Good morning, fellow CRM users. I am having quite a hard time understanding the leads in the campaigns tab. In this particular campaign in the screenshot below, we sent out emails to our mailing leads through Zoho Campaigns, and the data is linked back
    • What’s New in Zoho Inventory | April 2025

      Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions
    • Error: Unable to save integration in Desk

      Hi, Problem here. When I try to integrate Zoho CRM with Zoho Desk, I get an error when saving: Unable to save integration in Desk. See print screen below. I'm selecting the right accounts and fields, so not sure what's going wrong.
    • Leads Should Support Business-Centric Structure for B2B Use

      We’re a B2B company that generates leads for other businesses and often engage with multiple contacts within the same company. For years, we’ve struggled with Zoho CRM’s limitation of requiring a Last Name field for leads. For example, if we’re pursuing
    • New notecards not syncing across devices

      Hello. I just noticed this problem happen recently. A new note being created on one device is not appearing on a different device, even though they're supposed to be synced with each other through setting it up on your account. I don't know if there's
    • Invalid URL error when embedded sending url into iframe for my website when using in another region

      Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
    • Zoho AI Translate – No Support for Hebrew?

      I want to use Zoho AI Translate, but I see that it does not support Hebrew. Since Zoho supports multiple languages, I was hoping this function would also work with Hebrew. Is there any plan to add Hebrew support in the near future? Or is there an alternative
    • Trying to integrate gmail but google keeps blocking Zoho access for integration??

      hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or
    • Zoho Assist Unattended Access prevent my Windows 10 Pro business computers to sleep (ever)!

      Since I begin my trial period of Zoho Assist (Unattended Access) for business, I have sleep mode issues on all my business computer. In fact none of the sleep delay worked or even if I manually click the "Sleep" button into the Start Menu... After using the "powercfg -requests" command from Microsoft to troubleshoot sleep issues, I see that Zoho was responsible to all my sleep issues. Of course after uninstalling Zoho Assist Unattended Access from my test computer, the sleep mode returned to normal
    • Zoho CRM's V8 APIs are here!

      Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered
    • This mobile number has been marked spam. Please contact support.

      Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
    • How to mass update member status in a CRM Campaign?

      Does anybody knows how to mass update member status of the contacts (or leads) associated to a campaign. I can click on a campaign record and go to the Contacts in the Related List fields but then it shows only 10 contacts per page at once. It is hard
    • Sendmail based on individual subform rows on form submission

      Salut, My order form has an product subform with items that can be bought from different suppliers. I would like every suppliers to receive an email saying "you have an order" with all items (records) of the order associated with them. The suppliers'
    • Where to find User Performance Page in CRM?

      Hi all Just googling answers to another forum post I've just put here when I found this page; https://help.zoho.com/portal/en/community/topic/forecast-performance-analysis-public-early-access-2023 It shows this User Performance Page screenshot. I can't
    • How to create Comparison across Period chart in a dashboard?

      Hi all How can I create this chart in a custom dashboard? The issue for me is that this chart is very small. The CRM module (unlike Projects module) has no ability to expand a chart. I want to make it larger, but also want to include it in a custom Forecast
    • Can't attach a file with ZOHO Mail

      I am a new user of ZOHO mail.  The attachment feature of the mail does not work.  I get the dialog box to choose the file, then nothing happens and it does not attach the file.  Please fix.
    • Out of Office not working

      I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is
    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
    • Gmail to Zoho Mail: Filters

      I'm considering a switch from Gmail (using its Workspace with a custom domain) to Zoho Mail. Reading the tutorials but didn't find the info on Gmail's filters. I have tons of them to auto-label my incoming emails. I know that those labeled emails will
    • Removed email address - can't access account

      Hi Zoho Support Team, I recently removed my email address from my Zoho Desk account (which is part of our organization's Desk setup) and then signed out. Now, I’m unable to log back in because there is no email address associated with the account, even
    • I am Getting All visitors Location United Arab Emirate on Zoho sales WHY

      Hi, I am getting all visitors location United Arab Emirate this is wrong people come from Dubai Sharjah Ajman as well
    • how can I change the font when I answer a ticket in zoho desk? thanks

      how can I change the font when I answer a ticket in zoho desk? thanks
    • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

      Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
    • Zoho books and venmo

      Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
    • Custom Serial numbers in Inventory tied to customers

      Hello, We have both software and hardware serial numbers that we need to track for active customers in the field. We do not know the serial numbers for the software until the customer buys it as its not a stock item but something we order and deploy for
    • Next Page