1. Click Setup > Channels > Webforms.
   
2. In the Webforms page, Click New Form.
   
   
3. In the New Form popup, do the following:
   a. Enter the Form Name.
   b. Select the Module for which you are creating the webform from the drop-down list.
   
   
4. Click Create.
5. On the webform page, Under the Fields section, select and drag and drop a field in the form builder.
   
   
6. Make any desired changes to the font, background colour, field label alignment, and form width.
   
7. Click Next.
   
8. Specify form details and other options:
   
   a. Add form details such as, landing page URLs, form location URLs, etc.
   b. Set record assignment rule.
   c. Set notification options
   
   
9. Copy webform code and embed options:
   a. Copy code to embed in your website or third party websites.
       The code is available in three different formats: HTML Source code, Embed code, and iFrame code.
   
   
10. Click Done.

Your webform has been successfully saved.

Note:

By default, some of the fields are already added in the form.

1. For Leads and Contacts - LastName, Email and Phone fields and other fields which have been marked mandatory.
   
2. For Cases - Status, Subject and Case Origin fields and other fields which have been marked mandatory.
   

You cannot remove the following fields from the form, as they are mandatory for a record.

1. For Leads and Contacts - Last Name field.
   
2. For Cases - Subject, Status and Case Origin.
   

To add custom fields to webform, you need to first create them in the respective module. See Also Custom Fields

3. How to add fields in a webform?

1. Click Setup > Channels > Webforms.
   
2. In the Webforms page, choose the Module from the drop-down list.
   The existing webforms for the selected module will be listed.
   
   
3. Click New Form.
   
4. In the New Form popup, do the following:
   a. Enter the Form Name.
   b. Select the Module for which you are creating the webform from the drop-down list.
   
   
5. Click Create.
6. On the webform page, Under the Fields section, select and drag and drop a field in the form builder.
   
   
7. Make any desired changes to the font, background colour, field label alignment, and form width.
   
8. Click Next.
   
9. Add details such as form name, landing page URL (where the visitor needs to be redirected after the form is submitted) record assignment rule, notification details, etc.
   
   
   
10. Click Save.

Note:

By default, some of the fields are already added in the form.

1. For Leads and Contacts - LastName, Email and Phone fields and other fields which have been marked mandatory.
   
2. For Cases - Status, Subject and Case Origin fields and other fields which have been marked mandatory.
   

You cannot remove the following fields from the form, as they are mandatory for a record.

1. For Leads and Contacts - Last Name field.
   
2. For Cases - Subject, Status and Case Origin.
   

To add custom fields to webform, you need to first create them in the respective module. See Also Custom Fields

4. Why do I get an error message "undefined" when trying to generate the code for a web form?

• Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms
• Removing default hidden fields - When the HTML code is generated for the web form, by default, there are certain system generated hidden fields in the HTML code. If you remove these Zoho defined hidden fields, the web form will not work. Here is the code snippet that should not be removed from your web form code.
  <input type='text' style='display:none;' name='xnQsjsdp' value=sample value />
  <input type='text' style='display:none;' name='xmIwtLD' value=sample value />
  <input type='text' style='display:none;' name='actionType' alue=sample value />
• Changes in the script - The third-party site on which you embed the Zoho CRM web form, may convert some special characters provided in the web form
• Unapproved Records - Check if the records are pending for your approval. You can view the list of records pending for your approval from the Approve Leads/Contacts/Cases feature. 
• Permission to View Records - The records will be visible to you, only if you have permission to see those records. For instance, the leads generated through web forms are assigned to user A. You will not be able to view those leads if you do not have the access to view the user A's records.
• Incorrect Domain Name - Make sure that the domain name that you specified is correct. If the domain name does not match with the URL where the web form is hosted, then the information will not be captured. Alternatively, you can enter [ * ] in the Domain Name field to capture from other / multiple domains.
• Inactive web form - Check if the web form that you are using is active.
  
  See also >> Approving records |  Setting up webforms

1. Click Setup > Channels > Webforms.
2. In the Webforms page, move the mouse pointer over the desired form and click the Status icon.
   
   
3. If the form is already active, you need to click on the Status bar again to deactivate it.
   
4. You will get a message asking you for permission to deactivate the webform.
   
   
5. Click Deactivate now.
   

9. If I have web forms hosted in various sites, how can I track where the leads are coming from?

10. While creating a web form, can I edit the notification email that is sent to the record owner?

11. How to integrate a Zoho CRM web form in WordPress?

17. While creating a webform, can I edit the notification email that is sent to the record owner?