The new enhanced Web forms allow users to create multiple Web forms and have them all active at the same time. However, the availability of the number of Web forms depend on the type of Zoho CRM edition - 20 per module for the Enterprise edition; 10 per module for the Professional edition; and 1 per module for the Free edition.

Create Web Forms

To create Web forms for (Leads/Contacts/Cases) module:

Click Setup.
In the Setup page, under Leads/Contacts/Cases Settings, click the Web-to-Leads/Contacts/Cases Form link.
In the Web to Lead/Contact/Case form page, click Create New Form.
Enter the mandatory fields in the Form Builder:

Form Name: Add a display name for the form to differentiate it from other created forms (Eg. Feedback form, Data form, etc.)

Return URL: Enter a valid Return URL starting with "http:// or https://" that will generate a Thank You" message or any other automated message when someone submits the form.

Note: The length of Return URL should not exceed 50 characters.

Domain Name: Enter a valid domain name starting with "http:// or https://". This prevents Spam and allows only forms submitted through the particular domain to be captured as valid information.

Note: The domain name should be the URL where the generated Web Form is hosted.
If the domain name does not match with the URL where the Web form is hosted then no information will be captured.
Alternatively, you can enter [*] in the domain name field to capture from other / multiple domains.

Select the Fields to be displayed in the Web Form

Note: The Fields displayed in the Web Forms are those available in the particular module's (Leads/Contacts/Cases) Fields list.
To have custom field, the field should be first added in the particular module.
Assign ownership to users through the manual or automated approval method.

Enable Manual Approval: Enabling Manual record approval will help you to validate the generated records manually and then add them to corresponding module in Zoho CRM. If not enabled, all the records generated through website are assigned directly to the corresponding modules.

Assign Owner: You can setup Zoho CRM to automatically assign users for the records generated from website by opting the Select User option or by creating Assignment rules.
Note: This feature is available only in Paid Editions.
Set up the auto mail responder as well as the notification option for the Web forms.

Email Acknowledgement: You can select an Email Template, to send an auto-response email to the prospect whenever end user submits the form with proper email id. Specify the URL to be routed after visitor submits the case (For example, Thanks You page for submitting the information).
Note: This feature is available only in Paid Editions.

Notify Lead Owner: Enabling Email Notification will help you to send an email to the owner once a record is generated through your Website.
Note: This feature is available only in Paid Editions.
Click Generate Web Form. It generates the HTML code (the form fields and hidden tags) along with return URL.
In the Copy Generated HTML page, copy the HTML content and paste it in your favorite HTML editor and click Finish.
Click Save.

Note: In order to avoid spam, the generated Web Form (HTML file) must be published in an active web server (Apache, Microsoft IIS, etc.).

The Web form will not work if you submit the form values from your local Desktop.

FAQs

Why do I get an error message "undefined" when trying to generate the code for a web form?

The length of the Return URL should not exceed 50 characters.

For example, consider the following URL:"http://www.zoho.com/support/crm/customerAcknowledgement.html"

In this case, enter "http://www.zoho.com/" as the return URL and generate the HTML code.

Then, open the generated HTML code and change.

"<input type='hidden' name='returnURL' value='http://www.zoho.com' />"

"<input type='hidden' name='returnURL' value='http://www.zoho.com/support/crm/customerAcknowledgement.html' />".

Can certain fields in the in the web forms be made mandatory?

Yes, certain fields in the web forms can be made mandatory.

Add the following code (marked in bold) to your HTML code.

var fieldarray=new Array("Last Name","First Name","Company"); -- if you need to have some other fields to be mandatory, please add them here within quotes ("")

function validate()

{

for(var i=0;i<fieldarray.length;i++)

{

var value=document.getElementsByName(fieldarray[i])[0].value;

if(value=="")

{

alert(fieldarray[i]+" cannot be empty");

return false;

}

</script>

<form action='http://crm.zoho.com/crm/WebToLead' method='POST' onSubmit='return validate()'><table border=0 cellspacing=0 cellpadding=5 width=480 style='border-top:2px solid

#999999;border-bottom:1px solid #999999;background-color:#ffffff;'> <input type='hidden' name='xnQsjsdp' value=59SJcg4GHJw$/> <input type='hidden' name='xmIwtLD'

value=NFZSAQUHzp32s8DiAVxCKNScuT5roLW2/> <input type='hidden' name='actionType' value=TGVhZHM=/> <input type='hidden' name='returnURL' value='https://www.zoho.com' />

<br> <tr><td colspan='2' align='left' style='background-color:#f5f5f5;border-bottom:2px dotted #dadada; color:#000000;font-family:sans-serif;font-size:14px;'><strong>Web

Form</strong></td></tr><tr><td nowrap style='font-family:sans-serif;font-size:12px;font-weight:bold' align='right' width='25%'>Company   :</td><td width='75%'><input

type='text' maxlength='100' name='Company' /> </td></tr> <tr><td nowrap style='font-family:sans-serif;font-size:12px;font-weight:bold' align='right' width='25%'>First Name

  :</td><td width='75%'><input type='text' maxlength='40' name='First Name' /> </td></tr> <tr><td nowrap style='font-family:sans-serif;font-size:12px;font-weight:bold'

align='right' width='25%'>Last Name   :</td><td width='75%'><input type='text' maxlength='80' name='Last Name' /> </td></tr> <tr><td nowrap

style='font-family:sans-serif;font-size:12px;font-weight:bold' align='right' width='25%'>Email   :</td><td width='75%'><input type='text' maxlength='100' name='Email' />

</td></tr> <tr><td nowrap style='font-family:sans-serif;font-size:12px;font-weight:bold' align='right' width='25%'>Phone   :</td><td width='75%'><input type='text'

maxlength='30' name='Phone' /> </td></tr> <tr><td nowrap style='font-family:sans-serif;font-size:12px;font-weight:bold' align='right' width='25%'>Mobile   :</td><td

width='75%'><input type='text' maxlength='30' name='Mobile' /> </td></tr> <tr><td nowrap style='font-family:sans-serif;font-size:12px;font-weight:bold' align='right' width='25%'>City

  :</td><td width='75%'><input type='text' maxlength='30' name='City' /> </td></tr> <tr><td nowrap style='font-family:sans-serif;font-size:12px;font-weight:bold'

align='right' width='25%'>State   :</td><td width='75%'><input type='text' maxlength='30' name='State' /> </td></tr> <tr><td nowrap

style='font-family:sans-serif;font-size:12px;font-weight:bold' align='right' width='25%'>Country   :</td><td width='75%'><input type='text' maxlength='30' name='Country' />

</td></tr> <tr><td colspan=2 align=center style='background-color:#eaeaea'> <input type='submit' name='save' value=Save />     <input type='reset' name='reset'

value=Reset /> </td></tr></table> </form></div>

Can multiple web forms be created?

Yes. The new enhanced web forms allow users to create multiple web forms and have them all active at the same time. However, the number of web forms available in each module depends on the CRM edition that is being used - 20 per module for the Enterprise edition, 10 per module for the professional edition and 1 per module for the free edition.

What happens if the domain name does not match the URL provided?

No information will be captured if the domain name does not match with the URL where the web form is hosted.

Managing Web Forms

Benefits

Availability

Create Web Forms

FAQs

Related Links