Zoho CRM Forms
A guide to creating advanced lead forms for Zoho CRM
Introduction to Zoho CRM Forms
Zoho has a default forms module that can be accessed via Developer Space -> Webforms. Out-of-box these forms have very little functionality. You can add a handful of basic fields like name, email, and comments.
Limitations of default Zoho CRM webforms:
- No form share link
- Limited field types
- Non-existent styling options
- No multi-file upload
- No multi-page options
Some of these features (especially a multi-page form) can make a huge difference to a business.
If you want advanced form features, it makes sense to look at non Zoho CRM webform alternatives.
Why use non-Zoho CRM webform builder?
Using non-Zoho forms does involve adding another tool into your toolbox. While there is a small learning curve, it pays for itself several times over in the long run.
In this guide, we will learn how FormCrafts can help you create amazing Zoho CRM webforms with advanced features. FormCrafts has an official Zoho CRM app, and is listed on the Zoho CRM marketplace as well.
Styling and customization
FormCrafts gives you a high level of control over the style of your form. You can choose from hundreds of fonts, use custom fonts, change colour schemes, etc ...
Using text layout fields in the form allows you to add messages, custom text, and images anywhere in your form.
You can also add form covers.
Zoho multi-page form
Multi-page form layouts are a hallmark of professional websites. They provide your customers with an excellent interface for entering lengthy or complex information, without overwhelming them.
FormCrafts allows you to create Zoho CRM multi-step forms with a click. Other features in FormCrafts' multi-step forms include:
- Add a form cover page with text and images.
- Show form progress (updated with each field)
- Show page titles
- Use dependent fields across pages
- Easily add and drag fields across form pages
Nested dependent fields
FormCrafts has support for nested conditional logic, with any level of depth. This is a powerful tool for creating dynamic forms.
You can also use FormCrafts' conditional logic to trigger addons (like Zoho CRM) conditionally.
Example, Create a Lead in Zoho CRM if Issue Type is Demo Request.
Multi-file upload field
FormCrafts allows you to create file uploads fields that tailor to your requirements.
- Set min and max allowed files
- Set max file size
- Restrict file types
- File manager to view files
FormCrafts has an integration with Stripe, which can be used on your Zoho CRM forms. This allows you to easily create payment and subscription forms, with support for complex pricing.
For subscription forms you can configure the form to signup customers for one or more pricing plans. FormCrafts also has support for tax ID.
Order forms and subscription forms can also contain a coupon field, which works with coupons defined in your Stripe dashboard.
Over 19 field types
FormCrafts has support for over 19 different field types. This allows you to create not just contact and payment forms, but also customer surveys, feedback forms, and so much more.
Our checkbox fields allow you to set distinct icons or images for each selection, and dropdown fields allow you to set distinct images for each selection.
Special fields include star rating, mood rating, slider, time-picker, multi-file upload, tabular input, and product showcase.
Learn: form fields in FormCrafts
Types of Zoho CRM forms you can create
Zoho CRM lead form
FormCrafts is ideal for creating lead generation forms for Zoho CRM. You can map your form fields to their respective lead fields in Zoho, and easily share or embed the forms anywhere.
Zoho CRM contact form
Similar to lead forms, you can also create Zoho CRM contact forms that create a new contact record on each form submission.
You can also configure this to update contacts if they already exist in the system.
Zoho CRM linked records form
Zoho CRM has certain record types (like notes, calls, appointments, tasks) that can be linked to other record types like contact, company, etc ...
FormCrafts can be used to create these linked records, which it will associate with the correct record, as configured.
Create or update other record types
FormCrafts can also be used to create or update other record types in Zoho CRM, like Account, Deal, Activity, and Campaign.
Zoho CRM form templates
1. Zoho CRM multi-page lead form
This is a multi-page enquiry form that allows Tom to source leads via his website. He can use the form to collect customer information, and their product needs.
2. Customer survey form
This is a multi-step conversational feedback form with 4 questions, divided across 4 form steps.
If the user selects a low rating the form uses conditional logic to show a text field asking for feedback.
The results of each response can be attached as a note on a contact for future reference.
3. Zoho CRM quotation form
FormCrafts' math module allows you to create quotation forms, or order forms that rely on complex pricing.
This allows for endless possibilities, like trade-in value calculator form, valuation form, quotation form, estimation form, etc ...
Different ways to share forms
1. Share the easy form link
All forms come with an easy-share link like:
You can modify the link to something like:
You can even use a custom domain:
Learn more about creating custom form links here.
2. Embed on a website (inline)
3. Embed on a website (popup)
This is another cool feature. You can embed the form on your website, but it would only show up when the customer clicks on a link or button.
Pop-up forms have the advantage of being out-of-view unless called upon. FormCrafts won't load the form until the user clicks on the trigger button, which results in improved speed for your page.
If you need assistance with your forms you can contact us via the contact form (top-right corner) on your FormCrafts dashboard.
We are also available on live chat during business hours (Eastern time).
We have a plethora of Zoho CRM tutorials as well.
Free 21-day trial
Not convinced? Try FormCrafts for 21 days.
- Completely free
- No credit card required
- Full access to customer support
- If it doesn't work: delete all your data. We don't make you jump through hoops.