Understand forms for Zoho CRM

Understand forms for Zoho CRM modules

You can create forms for the modules in Zoho CRM. The data that your users submit through these forms are directly added to the selected module. This eliminates the need to write scripts to integrate with your Zoho CRM modules and enables you to seamlessly add data to them.

You can create forms for the following Zoho CRM modules: Contacts, Leads, Accounts, Potentials, Products, VendorsInvoicesQuotesPrice BooksPurchase Orders, Campaigns, Sales OrdersSolutions, and Cases. Currently:

  • You can create one form per module. Learn how
  • You cannot create forms for custom modules in your Zoho CRM

Below is an example of a form for the Leads module in Zoho CRM when a user accesses from a web browser:

The data your users submit will be added to your Zoho CRM:

Features and capabilities

Zoho Creator offers a wide range of options which you can use to define what happens from the moment a user accesses a form in your app, to what happens after a user submits the form. Refer to:

Building the form and managing the fields

When you create a form for a module, the module's mandatory fields are automatically added to the form. For example, if you create a form for the Leads module, the Last Name and Company fields will be added automatically. You will not be allowed to delete these fields from the form as they are mandatory in Zoho CRM.

The field palette displays all the fields in the selected module. You can add the required fields to your form, and rearrange them in the required order. Refer to this page to learn more about the form builder for a Zoho CRM module.

Controlling form entries

You may use the following provisions to control and restrict the entries your users submit through your form:

Submitting data through CRM forms

You'll be able to submit data to only those CRM modules that your CRM subscription allows. For example, if you've subscribed to Zoho CRM's Standard edition, you'll be able create a form for the Purchase Orders module in your Zoho Creator app but your users won't be able to submit data through it as Purchase Orders module isn't available in Zoho CRM's Standard edition.

Upon successful form submission

  • You can enable your users to view a message
  • You can enable your users to receive an email notification that can include the data they submitted
  • You can redirect your users to a website or a component (form, report, or page) in your app

Customizing form's appearance

You can customize your form's appearance using the following:

Viewing the submitted data

You can create list reports for the modules in your Zoho CRM. This allows your users to view the CRM data without having to access Zoho CRM.

Note: Your users will be able to view data in these list reports as long as your CRM subscription allows it. For example, imagine that you've subscribed to Zoho CRM's Standard edition and you've created a form and list report for the Purchase Orders module in your Zoho Creator app. In this scenario, your users won't see any data in the list report as Purchase Orders module isn't available in CRM's Standard edition.

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