You're reading from Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

Preface

1. Section 1: Laying the Foundation

2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER

3. Chapter 2: Leads – Getting It Right the First Time

4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth

5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM

6. Section 2: Take Your CRM to the Next Level

7. Chapter 5: Working with Other System and Custom Modules

8. Chapter 6: Game-Changing Workflows and Automations

9. Chapter 7: Essential Systems Administration

10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM

12. Chapter 9: Zoho Campaigns

13. Chapter 10: Zoho Forms

14. Chapter 11: Zoho Survey

15. Chapter 12: SalesIQ

16. Chapter 13: Zoho Analytics

17. Chapter 14: Zoho Creator

18. Section 4: Measure, Learn, Evolve

19. Chapter 15: Building Actionable Reports and Dashboards (CRM)

20. Chapter 16: Best Practices to Adopt and Evolve Your CRM

21. Other Books You May Enjoy

Chapter 10: Zoho Forms

Zoho Forms is a powerful yet intuitive web-form builder application that requires no development or website builder plugins. Zoho Forms can be used to replace emails and spreadsheets for collecting data and, once integrated with Zoho CRM, can trigger workflows, thus unlocking the potential for more automation and saving your team a huge amount of time and effort.

In this chapter, you will learn how to create a form and integrate it with your CRM. You will also gain insight from fantastic, real, working examples from a networking business and a training company.

We will cover the following topics in this chapter:

Getting started with Zoho Forms
Integrating your form with Zoho CRM
Transforming the feedback gathered from members of a business networking (membership) company
Transforming the feedback and certification processes of a training company

By the end of this chapter, you will have knowledge and experience of what Zoho Forms...