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[…]
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[…]
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[…]
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!
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Reading Time: < 1 minute Zoho Forms is a versatile tool. It has a very easy drag-and-drop interface that makes it simple to build out a very complicated form. It also has deep integration with many Zoho Applications such as CRM and Desk. If you use Word Press for your website, you will find that it has a great extension[…]