Reading Time: 2 minutes In this tip, Wayne walks us through how to link a lead record to an email after receiving a Zoho Form submission. This is an efficient way to see when new leads come in from your form! Key Takeaways Build a Zoho Form Create an Email Template Generate a Workflow Test Everything! Time to test[…]
Forms
Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM
Reading Time: 3 minutes While some may assume that you need to switch to Zoho Forms in order to integrate forms with Zoho CRM, that is not the case. In this tutorial, Jordan walks us through how to connect Zoho CRM to various form builders; Gravity forms, Everest forms, by using webhooks, and Zoho Forms. Key Takeaways Gravity Forms[…]
Zoho Forms – Full Product Overview
Reading Time: < 1 minute This Zoho Forms tutorial includes everything you need to know from creating a form, integrating with the CRM, advanced settings, tracking, theme customization, and more! UTM Tutorial Link – https://youtu.be/EPXA0veKeHQ 🎬 TIME STAMPS 🎬 0:00 Intro 1:00 Creating a Form 2:15 Form Fields Overview 4:08 Adding Fields to your Form 5:30 Comparing Fields in the[…]
How To Setup UTM Tracking For Zoho Forms
Reading Time: < 1 minute In this video tutorial, we walk you through how to set up UTM tracking inside Zoho Forms for your AdWords campaigns. Enjoy!
The Power of Zoho Forms & Capturing Leads
Reading Time: 5 minutes Capturing leads online is usually the goal of online marketing efforts. Companies often put enormous resources into getting traffic through SEO and paid ads, but they often do little to optimize how they capture leads on their website. To get customers into your pipeline, you first need to at least get their email addresses and[…]
Zoho Forms Adds Language Translation
Reading Time: < 1 minute This latest announcment supports the following languages: Supported language Language CodeEnglish enGerman deSpanish esRussian ruChinese zhItalian itPortuguese ptFrench frJapanese jaRomanian roArabic arPolish plSwedish svHungarian huCzech csDutch nl Click here to read the full article.
Zoho Form’s Now Allows for Co-Editors
Reading Time: < 1 minute This update has been a long time coming and is a really nice enhancement. There are still some limitations, but this is a good start: A co-editor can: Access and submit Builder (except Payment and CRM fields) Rules Themes (except Saved Themes) Settings (except Document Merge and Manage Form Attachments) Share forms All Entries (can view[…]
Zoho Forms Now Integrates with Bigin
Reading Time: < 1 minute Log in into your Zoho Forms account, and find Zoho Bigin under the Integrations tab. To learn more, check out the step-by-step procedure here.
Zoho Forms integrates with Zoho PageSense
Reading Time: < 1 minute This integration makes it possible to learn about how visitors interact with each field on your form and assist you in fine-tuning your forms.
Zoho Forms to Zoho Sign Integration – Implementation 2020
Reading Time: < 1 minute
