By Stephen Spencer,2014-05-25 16:54
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; explain the how web-forms can be used for entering


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

    Before setting the web form, ensure the following check-list:

    ; Create a default Email template to send automated replies to website visitors

    upon submission of their details.

    ; Create an Assignment rule if you wish to assign the incoming records to

    specific users. By default, all incoming records are assigned to the


    ; Configure the Web form further, to suit your requirements. By default, the

    web form contains only web related tags.

    ; Customize the fields to be added in the web form.

    ; Test the entire workflow of Web form, before publishing in the Website. Availability

    Enterprise Professional Free


    20/module 10/module 1/module

    Permission Web-to-Leads/Contacts/Cases Required


    Web forms can be used to:

    ; Capture data (visitors' information)

    ; Communicate with website visitors

    ; Conduct surveys

    ; Respond to user queries

; Generate online sales

    ; Receive online feedback

    Create Web Forms

    To create web forms for Leads, Contacts, and Cases 1. Click Setup.

    2. In the Setup page, under Leads/Contacts/Cases Settings, click the Web-to-Leads/Contacts/Cases

    Form link.

    3. In the Web to Lead/Contact/Case page, click Create New Form.

    4. Specify the corresponding details in the following sections:

    o Form Properties

    o Field Selection

    o Lead/Contact/Case Assignment

    o Email Notification

    o Generate Web Form

     Step 1: Form Properties

1. Enter a Form Name (eg. Feedback form, Data form, etc.).

    2. Enter the URL of the web page to which the visitor needs to be redirected once the web form is

    submitted. Specify a valid Return URL starting with "http:// or https://".

    Note: The length of Return URL should not exceed 50 characters. 3. Enter the URL of the website where the web form is to be hosted. It should start with "http:// or


    This prevents spam and allows only forms submitted through the particular domain to be captured as

    valid information.


    ; If the domain name does not match with the URL where the web form is hosted, then the information

    will not be captured.

    ; Alternatively, you can enter [*] in the domain name field to capture from other / multiple domains. Step 2: Fields Selection

    1. Select the fields' check boxes that are to be displayed in the web form.


    ; The fields displayed here are those available in the particular module's (Leads/Contacts/Cases) Field


    ; To have custom field, you need to first create them in the particular module. See Also Custom Fields

    For Web to Contact form:- Account Name is available while creating Web to Contact forms. When this field is used in the web form, and contact details are submitted, an Account will automatically be created in CRM. There can be cases when the Account already exists in your CRM account. Only in such cases, a new

    Account will not be created.

    Note: An Account will be created, even if certain mandatory fields details are not provided. Later, when the account is edited, you need to provide the other mandatory details before saving the record.

    Step 3: Lead/Contact/Case Assignment

    Note: The option to select Assignment Rules to assign owners to the records, is available only in Paid Editions.

    1. Select the check box to enable manual approval of records generated through the web form.

    to select a user as owner to the records. 2. Click

    3. Select the Lead/Contact/Case Assignment Rule from the list.

    4. Click Manage Rules link to edit the corresponding assignment rule.


    ; Enabling Manual record approval will help you to validate the generated records manually and then

    add them to the corresponding module in Zoho CRM. If not enabled, all the records generated

    through website are assigned directly to the corresponding modules.

    ; You can setup Zoho CRM to automatically assign users for the records generated from website by

    selecting the Select User option or by creating Assignment rules.

    Step 4: Email Notification

    1. Select the email template from the list.

    The template that you select will be used to send an auto-response email to the user who submits the


    2. Select the Notify Owner checkbox to send an email to the owner, when a record is generated

    through your Website.

    Note: While creating web to case forms, there will be an extra option to Enable Contact Creation when cases are generated using the we forms.

    Step 5: Generate Web Form

    1. Click Save & Next.

    It generates the HTML code for the web form.


    ; In order to avoid spam, the generated Web Form (HTML file) must be published in an active web

    server (Apache, Microsoft, IIS, etc.).

    ; The web form will not work if you submit the form values from your desktop.

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