Zoho Forms and how it works with other Zoho Apps
December 01, 2018

Zoho Forms and how it works with other Zoho Apps

Jon Porreca | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Zoho Forms

We use Zoho Forms within our website and chat software to generate lead forms, as support forms, and as scheduling forms. So Zoho Forms works across our entire organization. Zoho Forms makes it easy to gather info from our customers/leads, and since we integrate Zoho Forms with Zoho CRM, the info collected from our forms is passed on through the correct department and workflows are triggered. It's quite slick actually, and simple!
  • We use Zoho Forms as somewhat of a Support Ticket system to integrate with our Zoho CRM where we can manage Cases relative to our Deals
  • We use Zoho Forms inside of our email chat software (Zoho SalesIQ) where warranty claims can be made, which are integrated again with CRM so the correct person is notified inside CRM and can address the claim immediately.
  • We are using a Zoho Form as an appointment scheduler for product/service demo calls with Potentials/Leads. The form is hosted on our website and it's super simple to setup.
  • More and better design options would be nice. We keep our forms pretty basic, but maybe this is because some of the other design features seem a bit limited. In thinking about it, even if these features were available, we might stick with a simple form anyway.
  • The template options are okay but would like to see more Lead gen templates. This is something we would definitely look to integrate with our marketing campaigns.
  • All positive. Zoho Forms is just another tool from the Zoho toolbox that adds value for us.
  • ROI is hard to say since we are a Zoho One user. Providing an amazing customer experience is what we strive for and this tool is part of that customer experience. It may have a small effect within our internal process but it is a customer facing and customer interaction point/application so it is crucial that it performs optimally.
Both mentioned services work great and have their own special features but ultimately the integration with the Zoho platform makes Zoho Forms work great for us. Google Forms are similar in they integrate with GApps nicely and are simple to create. Typeform, when evaluated, seemed to include much better design features and piping and logic features to create more intuitive forms however we get these features using Zoho Survey alongside Zoho Forms.
  • Customer Surveys
  • Research Studies
If you are a Zoho CRM user this is a very useful app to use. The forms you can build in Zoho Forms are 10X better than what you can do in Zoho CRM, but you can still set up integrations with Zoho CRM so all your workflows can be carried out when forms are submitted. Forms are easy to create, and surprisingly the integration options and ease of integration set up make this a must-have app.

Zoho Forms Feature Ratings

Changes to live survey
Multiple question types
Survey logic flexibility
Response tracking
Data export
Standard reports
Custom reports
Respondent restrictions
Access controls