The tutorial is quite helpful, with plenty of items to take. A quick question, Can the contact created go straight to a particular contact list instead of the general contacts?
Fantasticly simple, clear, helpful. Moving to a wordpress website and I was worried about not being able to connect with Zoho CRM, etc. Would be really useful to do a video on handling/delivering gated content. I think I can patch something together from a few of your videos, but one specifically on that would be awesome.
Hi Sherwyn, After speaking with Jordan, he mentioned that a form should be able to pass data to the CRM even if the form is inside gated content. If you do want that form submission to behave differently because it is gated, you might want to simply add some sort of "form-type" variable to the payload and then have the data do something different in Zoho if the "form type" = "gated". Connecting a form inside gated content normally doesn't involve Zoho, as it would typically be something you handle on the website itself. Hope this can help you in finding your answer! Let us know if we can be of further assistance.
For the first demo with Gravity and the direct integration, there is only a mapping for a few fields, however, when you switched over to Zoho it looked like other fields not on the list were included in CRM. For instance, phone number was not in the list of fields to map but the data was in Zoho? Was that added later? I'm struggling to get other fields from the Gravity form into CRM (it's literally just first name, last name and email. Address, Phone etc aren't coming over.
Depuis la réalisation de cette vidéo des progrès ont-ils été fait par Zoho pour une meilleure intégration avec le web site et le rendu visuel? Maintenez vous vos préconisations ?
Zoho Forms recently received an upgrade to the theme builder. The integrations are fine, but if you really want to customize the form to your liking as far as looks go, you can always use the HTML/CSS version of the form embed to get it exact. Just remember if you make any field changes to the original form, you will need to update the code on the site. "Zoho Forms a récemment reçu une mise à jour du créateur de thèmes. Les intégrations fonctionnent bien, mais si vous voulez vraiment personnaliser l'apparence du formulaire selon vos préférences, vous pouvez toujours utiliser la version HTML/CSS du formulaire intégré pour obtenir le résultat exact souhaité. N'oubliez pas que si vous apportez des modifications aux champs du formulaire original, vous devrez mettre à jour le code sur le site."
This is super helpful. Thanks!!!
Thank you for making this easy!
The tutorial is quite helpful, with plenty of items to take. A quick question, Can the contact created go straight to a particular contact list instead of the general contacts?
Wow.. A million thanks.. This helps..
Fantasticly simple, clear, helpful. Moving to a wordpress website and I was worried about not being able to connect with Zoho CRM, etc. Would be really useful to do a video on handling/delivering gated content. I think I can patch something together from a few of your videos, but one specifically on that would be awesome.
Hi Sherwyn, After speaking with Jordan, he mentioned that a form should be able to pass data to the CRM even if the form is inside gated content. If you do want that form submission to behave differently because it is gated, you might want to simply add some sort of "form-type" variable to the payload and then have the data do something different in Zoho if the "form type" = "gated". Connecting a form inside gated content normally doesn't involve Zoho, as it would typically be something you handle on the website itself. Hope this can help you in finding your answer! Let us know if we can be of further assistance.
For the first demo with Gravity and the direct integration, there is only a mapping for a few fields, however, when you switched over to Zoho it looked like other fields not on the list were included in CRM. For instance, phone number was not in the list of fields to map but the data was in Zoho? Was that added later? I'm struggling to get other fields from the Gravity form into CRM (it's literally just first name, last name and email. Address, Phone etc aren't coming over.
Are you using the paid connector?
What about Check boxes? How can we select them in zoho?
Hi Danial, When a field in CRM is a checkbox, Zoho Flow will have it appear as a dropdown with options for TRUE (selected) or FALSE (not selected).
Depuis la réalisation de cette vidéo des progrès ont-ils été fait par Zoho pour une meilleure intégration avec le web site et le rendu visuel?
Maintenez vous vos préconisations ?
Zoho Forms recently received an upgrade to the theme builder. The integrations are fine, but if you really want to customize the form to your liking as far as looks go, you can always use the HTML/CSS version of the form embed to get it exact. Just remember if you make any field changes to the original form, you will need to update the code on the site.
"Zoho Forms a récemment reçu une mise à jour du créateur de thèmes. Les intégrations fonctionnent bien, mais si vous voulez vraiment personnaliser l'apparence du formulaire selon vos préférences, vous pouvez toujours utiliser la version HTML/CSS du formulaire intégré pour obtenir le résultat exact souhaité. N'oubliez pas que si vous apportez des modifications aux champs du formulaire original, vous devrez mettre à jour le code sur le site."