Zoho Forms
Industry
Lead IntegrationTechnologies
Challenge
Following a series of consolidations within the company’s various online properties, the client wanted a unified lead capturing experience across all their websites.
Not only did the forms have to look and work similarly everywhere, but the most challenging aspect was that new change requests were (and still are) coming every couple of weeks and once implemented, they need to be immediately available throughout the network.
Solution
We opted to build a WordPress plugin to pack all the functionality and make it easy to distribute.
On the front we render a series of forms or wizards powered by Vue JS, while for the admin we’ve created an easy-to-use management area that quickly maps the collected data to the target Zoho CRM fields.
Key features
Theme Selector
Easily switch the theme for any leads form so that it integrates seamlessly on the host website.Zoho CRM Integration
Lead information collected pushed into Zoho CRM as a new Lead record using the ZohoCRM API.Zoho Campaigns Integration
Lead forms and wizards offer users the option to opt-in to the company's mailing lists in Zoho CampaignsGroup Leads by Origin
Determine whether the user came in from: organic or paid search, social media or newsletter campaigns or a partner website.Flexibility
Use a wizard or a classic form, add or remove any fields, include extra content, use as a modal or an inline component.Embed Anywhere
Each form provides a unique shortcode which can be embedded anywhere in the post contents or in the theme’s files.Presentation
User friendly lead capturing wizard
It is important that we collect as much relevant information from the user while making the experience as easy and frictionless as possible.
A quick wizard was the cleanest way to achieve this.
Can't help going going all the way!
Having went through the easy to follow visually pleasant steps before, the user is compelled to put in his contact information and send in the request.
As a result, the conversion rates have gone up dramatically since implementation.
Use as a modal or embed into content
It has the flexibility of working just as well as a component of the theme or an inline art of the content. Often, we need to inline a form as is the case on this contact page.
