Zoho Form Adjustment and Email Notifications

Here, we just adjust the “Lead Discovery” form you already created by….

  • adding a text field called “Lead Discovery Form”
  • hiding it
  • pre-populating it with ‘Yes’
  • adding it to the integration with the CRM Leads module

Then, you can copy the URL of the form in the ‘Share’ tab of Forms. Put this link in your templates that are sent out to Leads that reach the ‘Interested’ status.

You should create two templates (and notifications): one to be sent out immediately once they are marked as ‘Interested’ and one to follow up a week later if they haven’t filled it out yet.

To review Zoho Forms and revisit how we built the Lead Discovery Form, see our Becoming a Zoho CRM Admin course