Web Forms

Web Forms

Web forms simplify the process of capturing the visitor or user information from your website into your system. They are designed to automate the importing of data from websites into Zoho Workerly. Non-technical users find it easy to design and publish their own web forms.

Web forms are supported for Temps and Jobs that you have in your account. Before setting up the web form, complete the following check-list:

  • Create a default Email template to send automated replies to website visitors upon submission of their details.
  • Create an Assignment rule if you wish to assign the incoming records to specific users or based on round robin method. By default, all incoming records are assigned to the Administrator.
  • Configure the Web form further, to suit your requirements.
  • Customize the fields to be added in the web form.
  • Test the entire workflow of a web form, before publishing in the Website.

Availability

Profile Permission Required: Users with the Web-to-[Module] permission can access this feature.

Web forms can be used to:

  • Capture data (Temp information)
  • Communicate with clients
  • Conduct surveys
  • Respond to user questions
  • Receive online feedback

    • Related Articles

    • Web Forms

      Capture visitor information directly from the website using Web Forms Help guide Web Forms - An Introduction Setting up Web Forms  Including Opt-in Checkbox in Web Forms for Consent

    • Web forms

      Generate contacts by capturing the website sign-up information of your potential customers, directly into Bigin without single line of code. Let's say you have a fully furnished website with a 'Subscribe' form. A potential customer checks out your ...

    • Web Forms - An Introduction

      Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Non-technical users find it easy to design and publish ...

    • Setting up Web Forms

      Creating a web form involves three steps  Building the form  - Drag and drop fields to build a form and format it easily with the WYSIWYG editor.  Specifying the form details  - Add details such as form name, landing page URL (where the visitor needs ...

    • Web Forms in Zoho Desk

      Web Forms simplify the process of capturing support tickets from your website into your Zoho Desk. The tickets can be from customers requesting your help or simply leaving feedback about your product. Either way, the Web Forms are easy to design and ...