Zoho can be an invaluable tool for optimising your marketing strategies - if you know how to use it! Understanding Zoho webforms makes the process of capturing user information simple.
So, here’s our guide on how to use Zoho CRM webforms.
Zoho CRM webforms are great for capturing customer information, as users are given the chance to submit their data. Webforms help automate the flow of consumer data directly from websites into Zoho CRM.
Zoho CRM webforms can be used for a range of things that can help you improve your services and generate leads. These webforms can be embedded into your website via Zoho, making the links between your visitors’ data and your Zoho CRM seamless.
Webforms can capture visitor information entered into the form. This enables you to communicate with users and answer their queries, helping to generate sales.
You can also send out surveys using Zoho CRM webforms, allowing visitors to send you feedback on your services and products. This is great for getting to understand more about exactly what your consumers want, and adapting in response.
But how do you set up Zoho CRM webforms?
Setting up webforms in Zoho is easy when you know how to do it. Just follow the steps below to get started.
Zoho webforms are useful for getting a pulse on your web performance, but using it is not always made as intuitive as it could be.
Zoho will merge all your leads under the same category - usually “web”. This makes it difficult for your marketing and sales teams to identify those specific channels and campaigns that are driving qualified leads.
This is where Ruler Analytics comes in, allowing you to gain access to more granular data about your leads. Ruler helps attribute this data across multiple touchpoints, sessions, keywords, ads, and more.
Related: How to track where your leads came from with Ruler
All in all, Ruler Analytics is a marketing attribution software that allows you to fill in the gaps when it comes to tracking visitor touchpoints.
Attributing your efforts to revenue so you can figure out what to focus on the most, Ruler helps marketers understand exactly which lead generation approaches are leading to revenue.
Related: How Ruler attributes revenue to your marketing
Ruler automatically sends webform data to your Zoho CRM, matching it to the individual visitor and streamlining their data in one easy to access space.
Book a Ruler Analytics demo to find out more! Or get in touch with us via our live chat tool on the site.
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