Setting up Web Forms

Generating Web Forms

To generate web forms for Leads, Contacts, and Cases

1. Click Setup > Website Integration > Web-to-Leads/Contacts/Cases Form.
2. In the Web to Lead/Contact/Case page, click Create Form.
3. Specify the corresponding details in the following sections:
   • Form Properties
   • Field Selection
   • Lead/Contact/Case Assignment
   • Email Notification
   • Generate Web Form

Part 1: Form Properties

1. Enter a Form Name (eg. Feedback form, Data form, etc.).
2. Enter the URL of the web page to which the visitor needs to be redirected once the web form is submitted. Specify a valid Return URL starting with "http:// or https://".
   

   Note

   • The length of Return URL should not exceed 255 characters.
3. Enter the URL of the website where the web form is to be hosted in the Domain Name box. It should start with "http:// or https://".
   This prevents spam and allows only forms submitted through the particular domain to be captured as valid information.

Part 2: Fields Selection

1. Select the check boxes of the fields that are to be displayed in the web form.

For Web to Contact form:- Account Name is available while creating Web to Contact forms. When this field is used in the web form, and contact details are submitted, an Account will automatically be created in CRM. There can be cases when the Account already exists in your CRM account. Only in such cases, a new Account will not be created.

Part 3: Lead/Contact/Case Assignment

The option to select Assignment Rules to assign owners to the record, is available based on your Edition.

1. Select the check box to enable manual approval of records generated through the web form. 
2. Click to select a user as owner of the records.
3. Select the Lead/Contact/Case Assignment Rule from the list.
4. Click Manage Assignment Rules link to create or modify the assignment rules.

Part 4: Enable Contact Creation

(only for Web-To-Case Form)

In the web-to-case form, when a visitor also submits the Contact information, you have the option to capture that information and automatically create a contact record in CRM. This is only the case when a similar contact does not already exist in Zoho CRM.

1. Select the Enable Contact Creation check box.
   Once selected, contacts will be created in CRM when cases are submitted through the web form. The case record will also be automatically associated to the contact.

Part 5: Email Notification

1. Select the email template from the list.
   The template that you select will be used to send an auto-response email to the user who submits the form.
   When details gathered through the web form do not satisfy the Auto Response Rule criteria, then the email template selected here will be sent as an acknowledgment email. See Also Auto Response Rule
2. Select the Notify Owner check box to send an email to the owner, when a record is generated through your Website.

Part 6: Generate Web Form

1. Click Save & Next.
   It generates the HTML code for the web form.
   
   
   Embed the generated HTML code in your web page in the location you want the web form to be available.

Inserting Captcha

Captcha can be used in your web forms to prevent SPAM. You can add captcha by inserting specific code within the HTML code that is generated for the web form.

1. Add the following code to the web form's HTML code at the end of the HTML code.
(In the following HTML code, replace contactForm with leadForm or caseForm as required, based on the record type)

2. The Save and Reset button code will be shown as below:

Use the following code before the Save and Reset button code:

3. Replace:

With