You drag the Form Element onto a page from the element panel, then add and configure fields using the form editor. Each field type, text, email, phone, dropdown, or file upload, is configured separately with labels, placeholder text, and validation rules. In the form settings you specify where submissions go: an email address, a Zoho CRM module such as Leads or Contacts, or both. You can also set a confirmation message or redirect URL that visitors see after a successful submission.
Use the Form Element on any page where you need visitor interaction: contact pages, landing pages for campaigns, product enquiry pages, or event registration pages. The direct integration with Zoho CRM is especially valuable for businesses that want form submissions to appear as CRM records automatically, removing the need to copy data from email into the CRM manually.
The Zoho CRM integration requires that your Zoho Sites account is under the same Zoho organisation as your CRM account. File upload fields have a size limit, so inform visitors of the maximum accepted file size in the form label. CAPTCHA or spam protection options should be enabled for any public-facing form to reduce bot submissions.
A logistics company in Pune added a Form Element to their website’s quote request page with fields for shipment type, origin city, destination, and weight. They connected it to Zoho CRM so each submission created a new Lead record automatically. Their sales team in Pune now receives all quote requests as CRM leads within seconds of submission, cutting manual data entry to zero.
Yes. In the form settings you can specify one or more email addresses to receive submission notifications. This works independently of any CRM integration and requires no additional configuration.
Form submission limits depend on your Zoho Sites plan. Free and lower-tier plans have monthly submission caps. Check your plan details in the Zoho Sites dashboard to confirm the limit and upgrade if needed for high-traffic pages.
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