Become a Zoho Forms Wunderkind (And Push that Form Data to Zoho CRM)

Home » Become a Zoho Forms Wunderkind (And Push that Form Data to Zoho CRM)

In this quick course, learn the most effective methods in Zoho Forms to collect, organize, and then display your data.

To get started right away, simply ensure Forms is added to your list of apps. Then, in the Zoho section of Marketplace, set up the integration with Forms and allow the prepopulation of data from the CRM.

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Course Content

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Zoho Forms 10 Topics

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Lesson Content

0% Complete 0/10 Steps

Build Out Your Form

Add Field and Page Layout Rules to Your Form

Test the Field and Page Rules

The ADVANCED Zoho CRM Field

Send Out Your Form with Pre-populated Data

Integrate the Form With the CRM

Test the Zoho Forms-CRM Related List Integration

Using Forms Link in Email Automation

Using Field Aliases to Pre-populate CRM Data

Zoho Forms Summary and Close

Not Enrolled

Free

Course Includes

1 Lesson
10 Topics

Ratings and Reviews

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Rudy Steiner

Posted 10 months ago

THANK YOU

Why is it so hard to find simple walkthroughs like this on how to use various Zoho apps? I really like the bite-size chunks segmented out by topic/feature. Great intro to smart Forms practices. Helped me out a lot

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