Capture information directly in the CRM account | Web Forms

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  • เผยแพร่เมื่อ 7 ก.ย. 2024

ความคิดเห็น • 21

  • @Aaron-eu6fd
    @Aaron-eu6fd 6 หลายเดือนก่อน

    I need help finding this. I can only find web forms if I go to settings, then search for "web forms." Is this the same thing? Because it then brings to me a very basic and almost unusable form creator. Besides font size and type, ALL visual edits need to be done with CSS using HTML when putting the form on a website. I wouldn't recommend Zoho to anybody due to this. Can you even add custom form fields, or are you stuck with what Zoho feels you need? Also, I click on chat help, and nothing happens...

  • @str8gabe
    @str8gabe 5 ปีที่แล้ว +2

    how do we get our forms from looking so plain and boring? Is there a way to customize the colors and format of the appearance?

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  5 ปีที่แล้ว

      Hey! Yes, there is. When you're setting up your web form, the code that is not editable is highlighted. Other than that, you can change the font, add your own branding, etc. If you need assistance please email support@zohocrm.com

    • @deanplausteiner1032
      @deanplausteiner1032 3 ปีที่แล้ว +1

      I hate that there is no reply to this comment. Not being able to customize this form easily is ridiculous. That goes for all forms created in zoho.... they are all boring, and not much you can do about it unless you want to manually change using CSS. Time to update this zoho.

  • @Aaron-eu6fd
    @Aaron-eu6fd 6 หลายเดือนก่อน

    I need help finding this. Does it even still exist? I can only find webforms by going to settings and searching for "webform", and it brings me to a very basic and almost unuseable web form generator. You can't add custom fields. There is zero functionality to customize them besides changing the font and font size; everything to change it visually needs to be done via CSS.

  • @barindersingh2789
    @barindersingh2789 ปีที่แล้ว +1

    There is still no proper drop down and radio buttons available in Webforms of Zoho Forms. Even amazed still now special characters are not allowed in fields. A big company and lack of small features. Form is always normal not dynamic as per client’s website. Everyone need dynamic form from Zoho crm

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  ปีที่แล้ว

      Thank you for this feedback, we will ensure that it is worked upon

    • @barindersingh2789
      @barindersingh2789 ปีที่แล้ว

      After 10 months I got reply wow 😂

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  ปีที่แล้ว

      We're sorry for the delay in our response, due to some error, we had missed out on your comment.
      Please be reassured that this will not happen again.

  • @abcdwxyz3819
    @abcdwxyz3819 2 ปีที่แล้ว

    What if i want to hide some options in the pick list of my "lead source" field in the webform? How can i do so?
    Also what if i want to present certain fields in the form with a different name, for example if i want to display the field "lead source" as "Source" in my webform how can i do that?

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  2 ปีที่แล้ว

      Yes you can hide/show and rename your fields in your webform. Here's how: help.zoho.com/portal/en/kb/crm/marketing-automation-tools/web-forms/articles/set-up-web-forms

  • @IdeatorsTech
    @IdeatorsTech 4 ปีที่แล้ว

    There's no drop down or multiple selction option inside the form...

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  2 ปีที่แล้ว

      You can find those options in the form builder help.zoho.com/portal/en/kb/crm/marketing-automation-tools/web-forms/articles/set-up-web-forms#Add_Fields

  • @JaneWu-dc6kz
    @JaneWu-dc6kz ปีที่แล้ว

    Why I can not find the "visitor tracking" option now?

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  ปีที่แล้ว

      Hello, the visitor tracking option can be turned on in the Webform settings page. Once the toggle button is turned on, you will be able to access the feature. If you are still having trouble with accessing the option, please feel free to write to us at reetu@zohocorp.com and we would be glad to help you out.

  • @aswathydev1861
    @aswathydev1861 2 ปีที่แล้ว

    I cant get the mobile number to crm.what is the reason

  • @newcreator5773
    @newcreator5773 2 ปีที่แล้ว

    how can we integrate the webform with any module ... say with lead ,contact, account

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  2 ปีที่แล้ว +1

      You can assign webform fields to Zoho CRM fields. Here's how: help.zoho.com/portal/en/kb/crm/marketing-automation-tools/web-forms/articles/set-up-web-forms#Preview_the_Web_Form

    • @newcreator5773
      @newcreator5773 2 ปีที่แล้ว

      @@ZohoCRMOfficial Thank you team

  • @waynelast1685
    @waynelast1685 3 ปีที่แล้ว

    good video but then you stopped too short at the end. You should show how you put the form code in th destination.

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  2 ปีที่แล้ว +1

      We'll keep that in mind. You can see how here: help.zoho.com/portal/en/kb/crm/marketing-automation-tools/web-forms/articles/set-up-web-forms#Step_3_Use_Web_Form_Code_to_Embed