Its possilble to connect webforms to ZoHo. In this way, you don’t have to put in manually in ZoHo CRM
Before you do, pls check if the type of form is in line with the definitions you use locally in ZoHo.
For example: if you focus on ‘Sales Qualified Leads’ in ZoHo, make sure you connect the forms that fall under this definition (e.g. ‘Want to make an appointment with TSG .., Want to have a quote ..).
Connect with Zoho – 3 preliminary steps
A: Let Group Marketing know you want this connection.
B: Group Marketing makes an API connection
C: Local connect the forms with below steps:
Go to the Form Settings of the form you want to link and follow these steps locally:
1.Go to the sub section ZohoCRm in the settings of the Form
2. Click on the ‘Add new’ banner to create a new Zoho Feed
3. Choose if you want to create a Contact or Lead in Zoho
4. Map the field of the form to the fields in Zoho. You will see the Zoho fields on the left, on the right you can select which field from the form should be linked to the each field in Zoho.
5. Select the Lead owner, who will be linked to the new lead in Zoho
6. Select the Lead source, it’s best to select ‘Web form’ here.
7.Select the Lead status, this could be ’Not contacted’, or ‘contacted in the future’
8.In the field ‘Lead description’ you can add the message field of the form by clicking the icon on the top right of the field. You here see a dropdown with all the available field of the form.
9.Save the settings on the bottom of the page
10.New submissions should now appear in Zoho. You can always go back to the settings to finetune how the lead is send to Zoho.