About The Zoho Forms Course

Course curriculum

    1. Basic Fields Setup (Text, Phone, Email, Dropdown, etc)

    2. Advanced Fields Configuration (Sub forms, Payment, Matrix, Signature)

    3. Design Your Zoho Form And Increase Conversion

    1. Zoho Forms Basic and Advanced Settings

    2. Send Emails And SMS Using Zoho Forms

    3. Email Deliverability, Custom Domain, SMS Gateway & More

    4. Merge Form Data To A Document

    5. Add Google Captcha To Avoid Spam

    1. Add Logic To Your Form Using Conditional Rules

    2. Sharing Your Form Internally, Publicly, Tracking Options, etc

    3. Zoho Forms Layouts and Views

    1. Zoho CRM Integration (Push Data From Zoho Forms To Zoho CRM)

    2. Prefill Data From Zoho CRM on Your Zoho Form

    3. Zoho Forms To Zoho Flow Integration

    4. Zoho Forms And Zoho Bookings Flow

About this course

  • $195.00
  • 15 lessons
  • 3 hours of video content

About The Course

If you’re like many business owners, you have a missing link between your forms and your CRM. Unfortunately, information gets lost along the way.

Collecting information via emails, phone calls and SMS is time consuming for you, and disruptive for your clients. In this course, you’ll learn a new approach to collecting info such as leads, client updates, project updates and more.

What if you could seamlessly integrate your Zoho Forms with your CRM?

Imagine sending an intake form with the press of a button. When your client fills out the form, all the information will be instantly added to your CRM. You’ll save hours of admin time, while looking super professional to your clients.

With this system, potential clients can only book an appointment with you AFTER they fill out your form. Avoid tire-kickers and time-wasters and make sure they are serious about working with you.

The automated forms system you’ll learn in this course can also help with the approval stage of the project. If the client needs amends on what you submit, they can fill in their feedback. If they are happy with the product, the system sends the final invoice.

In this course, you’ll learn how to connect Zoho Forms with your CRM in all these ways and more. The tools work together to create a powerful information-gathering system for your business.

Plus, I’ll show you important tweaks to make sure this system doesn’t fail, such as using Google Captcha to stop spam. We’ll fix any missing links in the process, so that your automation will always run smoothly.

This course will build your knowledge in a straight-forward, step-by-step way. Follow along and by the end of the course you’ll have customized your own Zoho Forms system.

You'll create a well-oiled machine that collects information and takes it where you need it, so you can WOW your clients.

About Me...

Why should you trust Lior?

Let me tell you a little bit about myself...

As a Premium Zoho Partner and owner of the top-rated Zoho consulting firm Amazing Business Results, I'm a proven specialist in my craft. I know the ins and outs of Zoho One's suite, and my results reflect that.

Over 10,000 students globally have benefitted from Amazing Business Results multiple 5 star Zoho training programs.

30,000 Zoho users learn from our YouTube channel's extensive training and education videos every month.

100's of businesses have improved their bottom lines and got the most from their custom CRM Zoho suites thanks to our comprehensive training programs.