With Zoho Forms - Zoho CRM integration, form entries can be automatically pushed into Zoho CRM modules such as Leads, Contacts, Deals, and other custom modules.
Key Features:
The integration ensures that the data collected via Zoho Forms is instantly synced with Zoho CRM, keeping the CRM records up to date and accurate.
Add form submissions to related lists within CRM modules, allowing users to attach form data to existing records like notes, tasks, or contacts associated with accounts or deals.
Enhance the user experience by prefilling forms with data pulled from Zoho CRM, making it easier for respondents to submit their information.
Specialized CRM forms, tailor-made to sync with Zoho CRM, ensure a streamlined data flow right from the outset.
Turn your data into actionable insights in real time with Zoho CRM. With Zoho Forms' mobile apps, sales teams can add in customer information wherever they are, even when offline. The information gets auto-populated in Zoho CRM, making sure all your details are carried over accurately and your CRM stays up to date.
I like the forms and works well but I am unable to share the zoho forms acct with other user unless I upgrade to 10 users and that is a waste of money for our org. We only have 5 users on the entire CRM.
If you wish to add more than 1 user into your Zoho Forms account, you'll have to upgrade your account to our Standard plan or above for the same. Also, we do not have any option to add 1 additional user in our system.
Please be informed that by default only the form's owner will be able to view and edit the form. If you wish for your users to edit the form that you have created, you'll have to upgrade your account to our standard plan or above to add users. Once added, you could share the form privately with 'Modify Form' permission from the 'Share' tab to perform the same.
Also, if you wish for the end users to access and submit the form, you could share the form's public URL from the 'Share' tab to perform the same. So that the users could submit the form without any login credentials.
We are using it and it is good but actually we are surprised that the forms came through Zoho Forms can not be assigned to users automatically as normal web forms, it should be solved asap
We've supported the option to trigger assignment rules in Zoho CRM for new form submissions. This feature went live a couple of months back. Kindly excuse us for not updating you on time about this.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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Now, share this app privately just by sending them an email
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Hello,
I would recommend you to try Zoho Forms. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
You will be able to share this app only after it is published.
You will be able to report issues regarding this app only after it gets published.
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Only admins can install or purchase this app. Please contact your organization admin for more information.
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If you wish to add more than 1 user into your Zoho Forms account, you'll have to upgrade your account to our Standard plan or above for the same. Also, we do not have any option to add 1 additional user in our system.
https://www.zoho.com/forms/pricing.html
https://www.zoho.com/forms/plan-comparison.html
Please be informed that by default only the form's owner will be able to view and edit the form. If you wish for your users to edit the form that you have created, you'll have to upgrade your account to our standard plan or above to add users. Once added, you could share the form privately with 'Modify Form' permission from the 'Share' tab to perform the same.
https://www.zoho.com/forms/help/share/private-sharing.html#allow-permission-form
Also, if you wish for the end users to access and submit the form, you could share the form's public URL from the 'Share' tab to perform the same. So that the users could submit the form without any login credentials.
https://www.zoho.com/forms/help/share/public-sharing.html#link
Regards,
Zoho Forms Team.