Zoho Forms

Our business use case in this course is the same as that of the Zoho Surveys course. It’s a good idea to watch that first!

At Affluence Financial Planning, we want to gather feedback on our client services and our financial advisors. So, when a Deal is closed, we want to send an email out to the Contact and store the data in the CRM.

Make sure you have this custom module, Service Reviews, created! Pause this video if needed to see how it’s built. It just takes a few minutes. Essentially, you need CRM fields for all of the Form fields we create in the next video.