Web forms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from website into Zoho CRM and to enable non-technical users to design and publish their own web forms.
Before setting the web form, ensure the following check-list:
- Create a default Email template to send automated replies to website visitors upon submission of their details.
- Create an Assignment rule if you wish to assign the incoming records to specific users. By default, all incoming records are assigned to the Administrator.
- Configure the Web form further, to suit your requirements. By default, the web form contains only web related tags.
- Customize the fields to be added in the web form.
- Test the entire workflow of Web form, before publishing in the Website.
Availability
Editions
|
Enterprise
|
Professional
|
Free
|
| 20/module |
10/module |
1/module |
Permission
Required
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Web-to-Leads/Contacts/Cases
|
Web forms can be used to:
- Capture data (visitors' information)
- Communicate with website visitors
- Conduct surveys
- Respond to user questions
- Generate online sales
- Receive online feedback
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