Website Integration with Forms

Web forms simplify the process of capturing visitors’ or users information from the website into your CRM system. It is designed to automate importing of information from website into CRM and to enable non-technical users to design and publish their own web forms.

The web forms can be used for:

• Capturing data (visitors) information
• Communicating with website visitors
• Conducting surveys
• Responding to user queries
• Generating online sales
• Online Feedback

Your Benefits

The new web form in Zoho CRM is far more intelligent in its functional capacity:

• Spam Free: The mandatory Domain Name prevents spam mails from getting into the Lead Generation process.
• Multiple Forms: You can create multiple Web-to-Lead and have them all active.
• Activation Enabled: Previously it was required to enable (activate) the Web-to-Lead form for capturing leads. In the new system, by default the form is active.
• Password Independent: Change in password does not affect the generated web form anymore.

There are three phases to the actual functioning of the web form:

1. Creation & Generation
2. Submission
3. Approval & Assignment

Creation & Generation

This is the first phase to the web form process where the CRM user (administrator) defines the web form properties. The mandatory fields such as domain name and the return URL are specified here along with assigning owners and defining workflow rules. After creating the form, it should be generated so that the HTML source can be edited and customized in any web editor before publishing the same in your website. After generating the form, edit the HTML source in your favorite Editor, customize as per your web site look & feel, test thoroughly, and then publish in the web site.

Submission

After publishing the web form in the website, the second phase determines the website visitors interaction. The visitors fill up the form and submit the information. They are then directed to the previously defined Return URL page that acknowledges acceptance of the submitted information.

Approval & Assignment

The third phase defines the main purpose of the web form. The form submitted by the visitor gets into the CRM system, waiting to be approved as a valid data. After the data approval process, the information gets redirected to particular CRM users (as defined by the assignment rules) and a notifying mail is sent to both the visitor and the CRM user (s).