Last month, we released features such as Territory Management, Custom Modules, Custom Functions, Social tab and Integration with Zoho Campaigns. Now, we’ve added the new Do-It-Yourself (DIY) web forms, Round Robin style assignment rule and the long awaited integration with Zoho Calendar to our new features list.
Here’s a summary of the features:
Create web forms without writing a single line of code
Web forms are a great way to get prospects into Zoho CRM. But, you don’t have to be an expert in programming to create web forms for your website. With the new What-You-See-Is-What-You-Get (WYSIWYG) editor, you can create web forms in a minute! Just drag and drop the required fields in the form, set field alignment, mark fields as mandatory and much more. You also have options to upload fields and captcha to make your form spam-proof. Wrap it up by assigning lead ownership, enable notifications and approvals to ensure your Zoho CRM is clutter-free.
It’s even easy to host the forms live using the ready-to-use code formats. You can also deploy these forms in sites you’ve built using Zoho Sites, WordPress, Facebook, Google Sites and Joomla. Now that’s so much easier than before, right?
We have continuously been working on strengthening
Zoho CRM’s integration with Google Apps. Last month we took a step towards that and announced
Zoho CRM Contextual Gadget for Gmail. Today, Google Apps users have a thing or more to rejoice – Zoho CRM Web Forms can now be published to your Google Sites also!
Google Sites makes it easy to create and edit your webpages and publish them to the external world. With
Zoho CRM Web Forms for Google Sites, Google Apps users can leverage the advantages offered by Google Sites to lead capture and lead generation too. With very minimal effort, your lead details are stored in your Zoho CRM account.
With so much said, how do you get the Web Form to be a part of your Google Sites Page? Simple. All you have to do is to choose your Google Sites Page and also select the “Publish to Google Sites” option while specifying the Web Form details. Your Web Form is automatically published to your site.
And there’s more. You can also create your Google Sites page from within Zoho CRM while specifying the Web Form details. Here’s a presentation that talks more about this feature.
As a Google Apps user, the gain from using this feature is worth noting. Not only is Lead Generation, Lead Capture and storage of lead details made simpler, you can also automate your lead assignment process and send personalized email messages to your website visitors upon submission of their details.
The use of a web form is plenty – Survey Forms, RSVPs, Sign-up forms, Registration Forms and more. So, go on and
capture your website visitor details from your Google Sites. And while you are trying this feature, do post your feedback and tell us if there’s anything more that you’d like to see. Zoho CRM Web Forms for Google Sites is one more addition to our
whole suite of integrations with Google Apps, making Zoho CRM one of the first CRM systems to integrate with Google Sites.