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 – 🎬 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[…]

Adding Zoho Forms to Your WordPress Site

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[…]

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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.