Web Forms

Capture CRM Data Online

Zoho CRM - Web Forms functionality helps you to capture web site visitor's information online and automatically generate leads into your CRM system. Web Form wizard also allows you to set up lead approval, assignment, and auto-response processes as per your organization CRM requirements.

Business Benefits

• Manage web forms with minimal IT resources and programming skills
• Avoid manual data entry by capturing data automatically into your CRM account
• Reduce turnaround time by automating approval, assignment and notification mechanisms
• Instantly send personalized email messages to your leads

You can use Zoho CRM - Web Forms for managing various online marketing campaigns such as, registration of marketing events (Webinars, Podcasts, etc.,), feedback on your product or service, Newsletter subscription, referrals etc.

Web Forms - Key Features

• Web-to-Lead Forms
• Web-to-Contact Forms
• Web-to-Case Forms

Web-to-Lead Forms

• Generate Web-to-lead forms as per your lead generation process
• Customize Web-to-lead forms as per your web site requirements & publish in your web site
• Transfer web site visitor's information into your Zoho CRM - Leads module through a secured web service
• Enable lead approval process to filter out unwanted data before assigning to sales people
• Automatically assign leads to right sales people using lead assignment rules
• Automatically send personalized email response to your leads

Web-to-Contact Forms

• Generate Web-to-Contact form as per your sales process
• Customize Web-to-contact form as per your web site look & feel
• Transfer your web site visitor's information to your Zoho CRM - Contacts module through a secured web service
• Approve contacts before assigning to your sales people
• Automatically send personalized email response to your contacts

Web-to-Case Form

• Generate Web-to-case form as per your customer support process
• Customize Web-to-case form as per your web site look & feel
• Transfer your customer reported issues to your Zoho CRM - Cases module through a secured web service
• Approve cases before assigning to your customer support people
• Automatically send personalized email response to your customers

3 users free, Additional at $12 / user / month