You can create a webform in Zoho CRM to capture new leads (or contacts) from your website, without writing any code. Entries submitted on your website appear in CRM automatically.

Applies to: Zoho CRM – All clients

Steps

1. In CRM, go to Settings and, under Developer Space, click Webforms.

   

2. Select the module you want a webform for (this example uses Leads) and click Create New Web Form.

   

3. Drag the fields for the data you want to capture onto the form.

4. To change a field's label or other properties (such as Required), hover over the field on the form and click the gear icon.

   

5. Use the layout and preview buttons on the top bar to check the form. When all the fields are on the form and you're happy with the layout, click Next.

   

6. Give the form a unique name.

7. In Form Location URL, enter the URL of the page where the form will be hosted. If you don't know the exact URL, or the form will be on several pages, enter *.

8. In Landing Page URL, enter the page visitors go to after they submit the form. This is usually a thank-you page saying you'll be in touch soon.

9. In Assign Owner, choose the lead owner (a CRM user) by name, or use a set of assignment rules.

10. Optionally, add tags and a double opt-in. With double opt-in, a confirmation email is sent before the lead is added to CRM. Some regions require this.

11. Click Save. The page with the generated code opens.

    

12. Select Source, Embed or iFrame. If you're not sure which to choose, ask your web developer.

Important: If a field is mandatory in CRM, it must also be on your webform. To leave a mandatory field off the webform, remove its mandatory (required) setting in CRM first.