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ZOHO CRM Web Forms

Web Forms in Zoho CRM helps capture web site visitor's information online and automatically generate leads into your CRM system. Web Form wizard also allows you to set up lead approval, assignment, and auto-response processes as per your organization CRM requirements.

Business Benefits
  • Manage web forms with minimal IT resources and programming skills
  • Avoid manual data entry by capturing data automatically into your CRM account
  • Reduce turnaround time by automating approval, assignment and notification mechanisms
  • Instantly send personalized email messages to your leads
You can use web forms for managing various online marketing campaigns such as, registration of marketing events (Webinars, Podcasts, etc.,), feedback on your product or service, Newsletter subscription, referrals etc.

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Web Forms Features
  • Web-to-Lead Forms
  • Web-to-Contact Forms
  • Web-to-Case Forms

Web-to-Lead Forms

  • Generate Web-to-lead forms using your lead generation process
  • Customize Web-to-lead forms to your web site requirements and publish on your website... we can help.
  • Transfer web site visitor's information into your Zoho CRM - Leads module through a secured web service
  • Enable lead approval process to filter out unwanted data before assigning to sales people
  • Automatically assign leads using lead assignment rules
  • Automatically send personalized email response to your leads

Web-to-Contact Forms

  • Generate Web-to-Contact form per your sales process
  • Customize Web-to-contact form per your web site look & feel
  • Transfer your web site visitor's information to your CRM - Contacts module through a secured web service
  • Approve contacts before assigning to your sales people
  • Automatically send personalized email response to your contacts

Web-to-Case Form

  • Generate Web-to-case form per your customer support process
  • Customize Web-to-case form per your web site look & feel
  • Transfer your customer reported issues to your CRM - Cases module through a secured web service
  • Approve cases before assigning to your customer support people
  • Automatically send personalized email response to your customers


Free CRM trial for up to three users - Call to get started