Zoho Forms Web Form for Lead Generation

Lead generation, as we all know, is all about attracting people to your business. You could start a campaign, advertise, attend trade shows, or host webinars. All this to get people interested in your product, just enough to persuade them to find out more!

You can take these efforts even further by using a good web form builder.

Connect your web form with Zoho CRM.

Why should you wait until a good number of leads are collected and then transfer them to a CRM system?

Getting leads is hard to manage. But if you get them one at a time, it’s a lot easier to assign them to sales reps, add tasks, schedule calls, and start following up right away. Use web forms well connected to your CRM and get the data directly into the CRM database. You can undoubtedly relax in the accuracy of the data captured from the web form and accessible by your sales reps.

Provide links and tips for completing the fields.

Often people are reluctant to give out information, especially when email address, contact numbers, etc. involved. Provide a link to the privacy policy and assure them that the information is safe with you. Advice on information such as data and time format, phone numbers with or without area code are very helpful in keeping your CRM with clean data. It ensures that all data is collected in the same format and also helps the visitor to fill in the details.

Avoid too many mandatory fields. Ask only what is relevant.

It would be a waste if you get huge traffic to your webpage but don’t have a web form that is attractive enough to
ask the user to fill it out. Again, you can’t deny that it’s always tempting to collect as much information as possible. But do you think a long web form with a clunky layout and too many required fields will work? It may just scare them off instead!

Keeping the form simple with fewer required fields would be a wise choice. Create a form with just what’s important
fields that take less than 2 minutes to complete. Maybe adding an extra field might sound good, but recheck if it’s really worth it. Ask only what is necessary for the sales rep to contact and follow up with prospects.

Automatically pass hidden values ​​for multiple forms.

Often it is necessary to associate certain details with the new leads without revealing them to visitors. It could be the campaign that generated the lead or the source of the lead, or any other hidden value you want with the lead details.

Add hidden values ​​useful for such requirements. For example, if you want to host the “Request a Demo” form in a few pages, get an image of the lead generation source to automatically pass hidden values.

Eliminate spam and automatic form submission.

The last thing you want is for your site to be attacked by “Bots” that would register a hundred times in a minute.
Plus, you certainly don’t want to frequently receive unwanted requests that are considered spam. Captcha is a
well known solution to this.

Captcha is used a lot, but it is also very useful! Include captchas that distinguish between humans and computers and largely eliminate automatic form submission. This would reduce the amount of spam and give you quality leads to work.

Keep the visitor engaged by redirecting to another page.

There is no need to persuade visitors to complete the form for the sole purpose. You can go further and keep users
engaged. Get their attention by bringing them to a page that gives them additional, relevant information.

You can redirect users to a page that:
Highlights the latest updates, offers or discounts.
Provides a preview of the product in the form of a video or an interactive user interface.
Lists testimonials from existing customers or just redirect them to a thank you page

Respond to feedback with personalized emails.

Sending emails to acknowledge requests from your leads is a good practice for nurturing leads, but automatic is no fun. Add a personal touch to your emails and set the right note for customer relationship and sales. Let your customers know that you are really trying to help.

Automatically assign records to sales reps for quick follow-up.

Your prospects can fill out a form to learn more about your product, or to download a white paper or ebook. Either way, the question here is: how long does it take for your sales reps to follow up on leads and get back to them? There are different ways to connect with leads or prospects, but the timing needs to be right. If it takes too long, you need to review the prospect management and follow-up process. Seize the opportunity and don’t make your prospects wait long. Create a simple workflow to assign and route leads to sales reps for quick follow-ups.

Filter the records before adding them to your Zoho CRM.

A member of your sales team should drop out to leads added to your CRM system.
Captcha is basically for preventing spam. But what about the leads garbage that goes into your CRM?

When your web form and your CRM system are connected, the possibilities are that the “not seriously interested leads are also added.” You certainly don’t want your salespeople to waste their time on unwanted leads. Keep an eye out for records that are automatically added and approve them before they’re ready for the sales follow-up team.