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.
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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. 

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