Zoho CRM - New Webform features

Zoho CRM - New Webform Features

January 2024
All Editions of Zoho CRM

Publish Zoho CRM Webform Via A Link

Capture more Leads by sharing Webforms through links in Emails or Social Media, simplifying user interaction and boosting engagement. For instance, in an email campaign, include the webform link for easy customer feedback. Zoho have also provided an option for shortened URLs.

Zoho CRM Webform Generate Link

Promote Zoho CRM Webforms by QR Code

Zoho have now also provided the option to generate a QR code for your Webform. Potential Leads can effortlessly engage by scanning codes at events or in marketing, simplifying processes. Imagine a business event—generate a QR code linked to the registration form, enabling attendees to swiftly register via smartphone scans, enhancing the event experience. Download the QR code image for seamless integration into printed materials, like brochures or posters, linking individuals to the webform with a quick scan.

Note this is only available for Zoho CRM Enterprise Edition or above.
​
Zoho CRM Webform QR Code

Customise Actions On Submit

Zoho have now provided two Actions for when someone submits a Webform - a custom Thank You Page or a Splash Message.

Thank You Page

Picking a thank you message after you submit takes you to a page with confirmation of your submission. You can customise this page for a personalized post-submit experience, even if you don't have a custom webpage.

Splash Message

Choosing a splash message means the success message pops up on the same page right after hitting Submit. Perfect for a seamless and engaging user experience directly on the webform's hosted page.

Form Title Preference

When you build a Webform you now have the option to decide whether to show or hide the form name on your webform by checking the "Preferences" checkbox. 

    • Related Articles

    • The New Zoho CRM Plus

      May 2024 Availability: Now for new signups, Existing Zoho CRM Plus users on request The New Zoho CRM Plus Zoho are now including Zoho Cliq within Zoho CRM Plus, enhancing collaboration across sales, marketing, and service teams to elevate customer ...

    • Zoho CRM - New Enhanced Timeline

      December 2023 All Editions of Zoho CRM Release Plan: Being rolled out to customers in a phased manner from the middle of January 2024 The Zoho CRM Timeline has always been a key tool in understanding and analysing the history of a record. From ...

    • Zoho CRM - New Timeline Interactions Tab

      December 2023 Zoho CRM Enterprise and Ultimate Editions - Leads and Contacts Module Release Plan: Being rolled out to customers in a phased manner from the middle of January 2024 As well as revamping the Zoho CRM Timeline, Zoho have added a new ...

    • New Product - Zoho Practice

      New Product - Zoho Practice 10th November 2023 Introducing Zoho Practice: the latest advancement in the Zoho Finance Suite, carefully crafted for the contemporary accounting firm. Set to launch on November 15th, Zoho Practice transcends traditional ...

    • Zoho CRM - CRM For Everyone

      June 2024 Beta - Restricted Early Access Introducing Zoho CRM - CRM for Everyone: Your Complete Collaboration Solution CRM for Everyone offers a unified platform for seamless collaboration across multiple teams involved in customer-related workflows. ...