Integrate Your Website Leads Form With Zoho CRM
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- เผยแพร่เมื่อ 1 ต.ค. 2024
- My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada. Our company provides various Zoho and Business solutions. More details on our website www.amazingbus...
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Hello and Thank You for this brilliant explanation 🙏 please could U help with the following, I am getting so confused here;
Do I need to create separate forms for « contact » and « bookings » and use either « web-to-contact » or « web-to-lead » or can I just have one and the same form for everyone which will be either filled out to the max when ppl are ready to book or only with the basic 3 fields asking a question ?
What would You recommend pls ? From your video it looks like I could just filter later but perhaps it’s better to keep these forms separate from the start ?
Also, what is « web to case » ?
Many thanks again 😊🙏
Thank you.
You will need a form per module. I hope it makes sense.
@@smallbusinessautomation It does :)
I am bingewatching your content - Thank You again for your clear explanations. Now it appears that Zoho Bigin might be better for me as a solopreneur. I appreciate your help greatly 🙏
How do you add the information that they sent you to a spreadsheet. Do you need Zapier?
Na. Zoho form integrates with zoho sheets
Fantastic Video! Just one thing, though: You mentioned that there is a work-around that will eliminate the "reset" button. You don't say what that is. I suspect that it can be done by the web developer/designer using the source code to create a more visually appealing design on the form's landing page. Please correct me if I'm wrong on that. Thank you!
Sorry about it. and Yes, you are correct. Once the web developer install the code, he can skip the reset and can name the "submit" any other name.
i swar to god , lior , searching alot and alot for a video who really teach us how to integrate our landing pages to crm , thats gold bro , a real gold , thank u
Thank you and happy it was useful 🙏
Very useful video. How many landing pages can there be on one portal? Is it correct there is a limitation of 1 portal per account?
Good question. I have checked with Zoho and the answer is unlimited :)
www.zoho.com/crm/comparison.html?src=crmpricing-middle
This is really important content here. I am glad that I found you here. Thanks!
thank you!
Thank you, Lior. It's good to mention that Iframe forms are very difficult to track tia google analytics.
I didnt think about it. You are right. An Iframe cant be tracked! Thank you!
There seems to be mass confusion over Zoho Form and Zoho CRM Webforms - at Zoho, I was told if I want to use approvals that I need Zoho Forms, but you show that this is possible in Zoho CRM Webforms - is this correct that then I would not need Zoho Forms? Also we do not use Leads and would want to bring data into Contacts after approval. Would I then need to manually create the Account and connect the contact to the Account?
I do think that Zoho Forms is the best options when you need to push data to the CRM. You can create, update and add new related records using Zoho Forms. FANTASTIC! check my new course www.liorizik.com/p/the-complete-zoho-forms-course-2021-edition
What do I do after copying the code? I have the website in WIX. Can anyone help me here?
I had wix years ago. From what I remember you paste the code to a html component in wix
Hi Lior, I enjoy your videos and it is very helpful for a beginner or for advanced user too. 1 question - as I understand - from your video - you don't recommend to use embed or version of the webform, since you can customize the appearenca of your form by applying the the source code version. I agree, since the webform template designer is really basic, can't be as professional as ZOHO Forms is. But... just a question. You presented A/B testing, which is a cool function. But When I want to start an A/B testing I received this message: "....A/B testing works only for the forms which are hosted in the /embed format. Please make sure before the creation..." So my question is - how do you use A/B testing, if your form is designed by using source code? Thanks!
Thank you ! Yes its correct. AB testing can take place only when you are hosting the form on Zoho.
Hi Lior, thank you for the great content! I have question about leads/contacts who are already existing in our CRM and are filled out the form again. Where can I see they messages in CRM ? Can I create a notification after they submitted the webform? Thank you for the answer in advance :)
Thank you 🙏. This is a common problem. When the lead come again it will just update the existing. Not good!
The workaround is to remove the “upsert “ option. Let the lead be created again so you can get notified. Then you can merge it with the previous one.
That was not about zoho forms. And it seems I missed the 3 ways to improve marketing.
You are 100% correct. I need to pay attention more of what my marketing team is doing. My bad.
Million thanks for letting me know. I changed the misleading title.
Thanks again for this great information. Does this apply to the Forms app of the form inside the CRM
Yes sir. It’s the zoho crm webforms.
@@smallbusinessautomation Does it work the same with ZOHO Forms that's integrated with the CRM or does it need to be in CRM? Thanks again
Stephen Sandor it’s the same as zoho forms and can be used anywhere.
@@smallbusinessautomation Would you reccomend CRM forms are used instead of Zoho Forms? It's confusing
@@mana2k1 I prefer zoho forms. They have more features.
Goat, thanks!
Thanks for the video! Very helpful.
Thank you and happy it was useful 🙏
how can we add a message field in the form??
Using the Description field.
@@smallbusinessautomation thanks sir
Hello! Great Video. I need some help creating a form to match my website. I want to get in touch but dont see where. Thanks!
Success@amazingbusinessresults.com
Do you have a video on Orchestly? How is it different from Zoho Flow?
Razco Cloud they are completely different. I am trying to create videos on common topics that many people like to see. Orchestly is not yet a common app that people are looking for.
Do you have a video about how to send a atomatic email to a new lead
Capdale Salaad I am teaching it in my zoho crm course. There is a chance that I will do a video about it here.
@@smallbusinessautomation Can I get a link to your course
Capdale Salaad www.liorizik.com/p/zoho-crm-course-for-small-businesses/?product_id=2194439&coupon_code=TH-camSPECIAL&preview=logged_out
@@smallbusinessautomation tnxs