How To Link A Lead Record Upon A Zoho Form Submission In An Email

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[…]

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[…]

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 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[…]

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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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