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
How to add two columns in Zoho forms
I would like to have two columns in Zoho forms. How can i enable two columns?
Upload Field - cannot be checked in rules configuration.
We wanted to create a process to verify whether the upload fields are empty or not. If empty, then it should deny during submission. We don't want to use the mandatory field setting because in a 10 pager form, some upload field located in page 1 will
Cannot edit email text in Zoho Form rules
I have a number of rules set up on a form depending on a user's submission. For some reason, I am no longer able to edit the content of the emails sent out based on those rules. I am invited to "use the advanced editor", but the original text of the email
In Zoho Forms - adding a Zoho CRM field for Contact barely shows any fields.
I'm making a Zoho Form and I want to add a CRM field for Contact. I was expecting to be able to match the contact on the email address provided in the form. My standard layout has lots of fields but for some reason on the dropdown list in Zoho Forms,
Help with technical problem
Hello, I want to make it so I can say how many days are left until a date is reached, and for it to give me a status on if its VALID, EXPIRED, or ABOUT TO EXPIRE, but the problem I'm having is I want it to be compared to the date every day, not just the
Major iOS issues when accessing forms via the browser
Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential
2024: 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
Bug - OTP (email) and No Duplicates
Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,
Why option for 'include form submission in the body of the email' check box is missing
Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in
Global Choice List share ownership
I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
How to restore deleted Field
I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that
Making Copies/Duplicates of Zoho Forms (Shared)
Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,
Can you help us creating a customised form with payment link?
I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.
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
Can documents attached to different ZohoForms automatically go to different OneDrive folders?
Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new record
Submitted form URL
I am using the feature "Include a link to allow respondents to edit their responses" for the first time. This URL is included in the email sent to the user after they press Submit. If a form is Saved, there is a section called Partially Saved Entries
Saving URL for Submitted Forms
The unique URL for submitted forms should be saved automatically within 'System Fields'. (without sending a duplicate email to myself, there is no other way to retrieve the unique URL for a submitted form if the user wishes to update) Additionally, it
Customize Section
I know it has to be in the themes somewere but where is it that you can change the divider color of a section?
JavaScript or iframe embed with transparent background
If I have a form with transparent Wallpaper, it appear great on my website by using my default background. However, using Zoho Forms SAVE button, the user is directed to Zoho Forms managed page and a blank background. Alternatively, I can include a Wallpaper
Zoho Forms Integration with Sign
Hi there, following recent feedback that Zoho Sign is really not very useful friendly when using a mobile device I am exploring integrations with Zoho Forms. I have managed to create a form and integrate this into Sign pretty easily when a form is just
is there a way to tag the form rule? so that the email workflow can be sent through zoho begin for that perticular response?
I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?
is there a way to add tag in the "form rule" so that the email workflow can be automated through zoho begin for that perticular response?
I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?
Zoho Forms - Dynamic Prefill Setup Question
Hello, I'm very excited about this feature. So much I'm learning about webhooks. However, it seems that the webhooks I can obtain from Zoho Flow and Zoho CRM come with already parts in the URL that are put as invalid by the GET Webhook URL. Do I need
Zoho Forms - Setup
Hi, Is it possible to share the ownership or let more than one person see the settings in a Zoho Form? Currently we use Zoho forms but everytime there is an issue we have to transfer the ownership between Admin people so they can investigate.
Subform Layout
Hello.. I have a situation in Zoho forms where I am collecting data of family members and their health conditions. So, I think a sub form is the right choice where a person can add family members count of which can vary person to person. Now, I have almost
Zoho Forms to CRM Lookup Field
Hi There, We have a public link for our stores to complete a daily safety audit, we used to be able to link Zoho Forms into CRM and connected related modules however don't seem to be able to get it to work. Zoho Forms has a drop down of the store listings - as this is a public form the CRM function doesn't work When the form is completed I want to integrate into a custom module (Safety Audit) with one of the fields a lookup field (Store) that links to another custom module (Store Listing) Is there
Hide Form Pages
We are working to convert our forms from Jotform to Zoho forms as we are able to save and continue with Zoho forms. One aspect I am unable to replicate is the ability to hide an entire page in a form based on the answers at the beginning of the form. We have 13 pages in this form and based on those yes/no questions we could cut the length of the form down considerably. It seems the only thing I can do is skip to a different page rather than completely hide a page. Is there a way to hide a page instead
Connect Forms to CRM
How do I connect information and files submitted through forms with a customer profile?
how to add a text filed when the choice selected as" no"?
Hi There: when I am editing under Matrix choice-->check box, I would like to create a free text field after the user select "no" to give more specification. is that possible? and how?
Set a default date
I would like to set a default date to yesterday or one day prior to the form being opened. It appears from reading online that I should be able to use a workflow to do this via the form load event and a basic script but I cannot see any way to create
How to Create a Single Choice Question in ZohoForms?
I am trying to create a simple multiple-choice question in Zoho Forms where users can select only one option (a single choice). In the current version I’m using, I see the option to add a Multiple Choice field, but when I preview the form, the question
Grouping of Multiple field types
I looking group different field types as shown in the image. How do I do this in zoho forms?
Save and Resume Email
Hi, I've set up a simple form to test the Save and Resume functionality. I have checked the "allow respondents to receive saved form's link by email". I have pointed the recipient email address to an email field in the form. When I press the Save button,
activacion de usuario
No puedo activar usuarios que se encontraban activados y se desactivaros solos
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One form, two modules
I want to create a form for Zoho CRM that will retrieve information from two modules - Contact and Deals. Is this possible? If so, how can I accomplish this? Thanks
Add the possibility to reorder rules
Right now rules are automatically ordered as they are added and they cannot be reordered. An example scenario where I find this is often needed is when working on more complex forms that have many fields and rules. As the form gets created and even after
Forms to CRM Integration for Multiple Modules
Hello, I have a form that collects data related to the user and their company. I've setup the Zoho CRM integration using the Accounts module to create a new account upon the form's submission. However, I also need to create a Zoho CRM Contact that would
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
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