Great video thank you Tyler. Issue we've had is that Zoho support say you cannot get 'this submission came from this page' from forms submissions, which is a problem when you are using a single form across multiple pages i.e. WordPress footer. You cannot add the referral code to the permalink as it would be the same on every page. Zoho say not possible to know which page submitted, which i cant believe. Unless you know better??
Thanks! If it is a global footer, I am afraid they might be right, unless your web developers have a way to alter the form embed code and append the right submission page, but this would require custom code. What we did is since there are only say 10 landing pages where there is a form to be filled out, we use the same form, but adjust the embed to pre-populate the page source. Not a scalable solution though if you have many landing pages.
I really enjoy your videos but I've never used automation and process managent , I tend to use the email notification inside zoho forms that allows me to send auto emails to the client and sales team at the same time when a lead has been submitted by the client. Never thought about using the other so don't really know if there is any benefit of moving the goal post so to speak. cheers
Hi DesolateOnes! Most of the time we'll trigger email notifications via the CRM just to centralize more processes in one place, as the CRM will house the automations for the rest of the processes
Any info on how to integrate multiple subforms in Zoho Forms into Subforms in CRM? I'd love to have all data from a form go into CRM, including data from subforms.
huge help!! good to know!!
Hi Ryan - glad it was helpful!
Great video thank you Tyler. Issue we've had is that Zoho support say you cannot get 'this submission came from this page' from forms submissions, which is a problem when you are using a single form across multiple pages i.e. WordPress footer. You cannot add the referral code to the permalink as it would be the same on every page. Zoho say not possible to know which page submitted, which i cant believe. Unless you know better??
Thanks! If it is a global footer, I am afraid they might be right, unless your web developers have a way to alter the form embed code and append the right submission page, but this would require custom code. What we did is since there are only say 10 landing pages where there is a form to be filled out, we use the same form, but adjust the embed to pre-populate the page source. Not a scalable solution though if you have many landing pages.
I really enjoy your videos but I've never used automation and process managent , I tend to use the email notification inside zoho forms that allows me to send auto emails to the client and sales team at the same time when a lead has been submitted by the client. Never thought about using the other so don't really know if there is any benefit of moving the goal post so to speak. cheers
Hi DesolateOnes! Most of the time we'll trigger email notifications via the CRM just to centralize more processes in one place, as the CRM will house the automations for the rest of the processes
Any info on how to integrate multiple subforms in Zoho Forms into Subforms in CRM? I'd love to have all data from a form go into CRM, including data from subforms.
Hi LegacyLawyers! For that use-case, you'd likely need to route the Form submission through Zoho Flow to the CRM