Zoho Forms

Leads, leads, we want leads – and for that, we need well-functioning contact forms! A tool that meets all the requirements for online forms is Zoho Forms. From custom form creation to setting up automations and workflows – in this blog post, we’ll introduce you to Zoho Forms in detail. So, let’s dive in!

What is Zoho Forms?

Zoho Forms is a cloud application for the simple creation of digital forms using drag and drop – for efficient data capture and data management. Zoho Forms is a tool from the Zoho cosmos: Zoho is an Indian company that develops software solutions for every area of business. On the market since 1996, more than 90 million users worldwide currently use the software, which is active in over 180 countries. Small and medium-sized companies in particular favour Zoho, whose most important products are Zoho CRM, Zoho Books, Zoho Projects and Zoho Workplace (a tool similar to Microsoft 365), which are supported in 11 languages. And with success: on average, Zoho applications receive 4.5 out of 5 stars on review platforms.

Online forms for every need

Admittedly, online forms can be integrated into your website in no time at all using content management systems such as WordPress with a plugin. But if you want to get more out of your contact form, Zoho Forms is just the thing for you, because it fulfils all the requirements for professional lead generation: the forms are highly customisable, responsive on any device and support the assignment of tasks and approval workflows. Create forms? This is easier than ever with Zoho Forms thanks to the intuitive visual form editor: you have countless form fields to choose from and can thus configure your form individually. Form integrations are no problem either: simply connect your online forms quickly with Google Apps, other CRMs or Zoho applications. And not just on the desktop – Zoho Forms is also available as an app for iOS and Android mobile devices, so you can work with the application on the go.

What does Zoho Forms cost?

Zoho Forms is available in five price packages: free, Basic, Standard, Professional and Premium.

In terms of value for money, all free versions of Zoho, including Zoho Forms, are unbeatable: Without the need for a subscription, you can use the basic functions for form creation. The basic integrations with Zoho’s own tools are also available to you. Although the number of forms that can be created is limited and only up to 500 form submissions per month are possible, the package is ideal for start-ups and companies that want to test Zoho Forms.

The Basic plan costs €10 per month and offers you one user, unlimited forms and reports, 500 MB memory and the possibility of up to 10,000 submissions per month. You also have access to integrated and customised designs and document merging.

The Standard package costs €25 per month and expands on the Basic plan with an additional 9 users, 15,000 more submissions per month, and 2 GB of storage. It also allows you to configure approvals and tasks.

For €50 per month, the Professional package offers 25 users, up to 75,000 submissions, and 5 GB of storage. Additionally, the package includes payment integration.

The Premium package costs €90 per month and includes the full range of features: 100 users, unlimited forms and reports, up to 150,000 submissions per month, payment integration, 10 GB of storage, custom designs, document merging, approvals and tasks, and a data record audit.

As with all other Zoho applications, you can start with a smaller package and upgrade to a larger one at any time with just a few clicks.

Functions of Zoho Forms

Zoho Forms is for everyone: you read that right – thanks to its wide range of useful features, the software is not only perfect for SMEs but also for marketing teams, HR departments, and research, offering a variety of benefits.

Formular Builder

A form builder just the way we like it, complete with a drag-and-drop editor – that’s how you work with Zoho Forms! Thanks to its ease of use, creating your online form is quick and simple. You’ll find more than 30 field types in the portfolio, along with a field validation option that automatically checks respondents’ answers as they fill out the form. Plus, you’re not limited to a single page: Zoho Forms lets you create multi-page forms and offers branching logic that directs respondents to the right question or page based on their answers.

Confirmation and notifications

With Zoho Forms, you can stay connected with your respondents if desired: for example, redirect them to a website or another form after submitting a response, or send updates via email or text message. You can also collaborate with Microsoft Teams to send updates through Teams channels or share form data with other team members.

Formular sharing

Send your online form out into the world: whether as a link, embedded on websites, or included in email campaigns from Mailchimp and Zoho Campaigns, all thanks to the simple embedding options.

Data and analysis

Once you’ve captured your leads, you can easily view and analyze the data in Zoho Forms: export reports, merge form responses into custom documents, download detailed analytics reports, or track your leads using UTM tracking with Google Analytics or Facebook Pixel.

Customization and rebranding

True to the motto “I create my form the way I want it,” your online form can be fully customized to match your branding, including your corporate colors and logo. Alternatively, you can easily upload your custom designs and CSS, and even integrate your custom domain. Whether customized or using templates, all forms in Zoho Forms automatically adjust to different screen sizes and browsers.

Automation

Approval workflows, data forwarding, task assignment, email workflows: everything is automated in Zoho Forms! For instance, set up workflows to automatically send emails when a form submission meets specific criteria, or automatically forward your form data to your preferred apps. You can also assign tasks to your team upon receiving completed forms.

Payments

Zoho Forms is a gift for your accounting department, offering forms with payment gateways – including calculation fields. Invoices and payments can also be generated from form submissions in no time.

Mobile Forms

Zoho Forms and your smartphone – they’re a perfect match: work online or offline while on the go, take pictures and upload them to your form, scan QR codes and barcodes, collect signatures, or capture coordinates using geolocation so that the address field in your online form is automatically filled.

Security and data protection

When discussing personal data and online data collection, IT security must be a key consideration. Today, we face ever-increasing threats from cyberattacks and data breaches, making the protection of information processing through IT security more crucial than ever. It’s not only important to protect relevant company data and information, but especially personal data. This is where the GDPR comes into play, which applies to every company operating in the EU, and whose data protection requirements must be followed through measures outlined in Article 6 of the GDPR.

Contact forms are therefore sensitive in terms of data protection law

Contact forms typically request sensitive personal data, which is why data protection concerns often arise. The principle of data minimization applies to the collection and processing of contact data. This principle defines the minimum amount of data that needs to be collected to address the contact request. This should be limited to a field for the message, email address, name, and phone number.

Is Zoho Forms GDPR compliant?

Zoho not only focuses on the digitalization of business areas but also on data protection. To achieve this, Zoho has updated its data protection policies to ensure global data security. To protect confidential information, Zoho Forms uses encryption, integrates reCAPTCHA, and certifies data security through SSL.

Who does the GDPR not apply to?

The answer to this question is simple: the GDPR applies to all companies that handle personal data, without exception, and brings with it several rights and obligations. For example, website operators are required to include not only an imprint and a privacy policy but also a cookie notice. A double opt-in must also be implemented for the newsletter registration form, where users must actively consent to receive the newsletter twice. All companies must therefore ensure that their website is GDPR-compliant and establish correct internal data protection procedures for employees. It is advisable to work with a data protection officer.

Conclusion

Did we promise too much? We don’t think so – it’s never been easier to create GDPR-compliant online forms than with Zoho Forms! You can customize, design, collect information, and effortlessly generate new leads.

Do you have any questions, or would you like to learn more about Zoho Forms? Feel free to get in touch! As an official Zoho partner, we will introduce you to the tool and handle the implementation tasks for you. Book your free consultation online now!

codafish – Your Zoho partner for all digital applications

We’ve reached the end of our Zoho Forms overview, and now you have the key details to make an informed decision. Whether you’re looking to streamline form creation, automate workflows, or ensure GDPR compliance, Zoho Forms offers the features you need. If you’re ready to enhance your lead generation process and want expert assistance, we’re here to help! As a certified Zoho partner, we can guide you through setup, provide tailored solutions, and handle implementation. We also train your team to ensure a smooth transition and offer ongoing support to maximize your success with Zoho Forms.