Check CRM Status in Form Entries
Navigate to the "All Entries" section of the form in Zoho Forms and check the 'CRM status' column. This can help you identify if there are any error messages or issues that might be preventing the leads from being generated in the CRM.
Verify Web to Lead Form Configuration
Ensure that the web to lead form is correctly configured. Check for any domain mismatches, which can prevent records from being tracked into your CRM account. Go to Setup > Website Integration > Web to Lead Form > Edit this web form and verify the settings.
Approve Leads Section
Check the "Approve Leads" section in the Leads module. Sometimes, leads might not be automatically approved and need manual approval. Go to the Leads module, click on the three dots in the top-right corner, and check the "Approve Leads" section.
Required Fields and Data Format
Ensure that all required fields in the form are populated and that the data is entered in the correct format. Missing or incorrectly formatted data can prevent leads from being generated in the CRM. Review your form fields and ensure they align with the CRM's requirements.
URL Field Configuration
If you are using a webpage URL field in your webform, try adding an asterisk (*) in the field where the webpage URL is specified. This has resolved similar issues for some users.
Import History and Lead Status
If leads were uploaded rather than generated through a form, check the import history to see if there were any errors. Go to Setup > Data Administration Tools > Import History and check the status of the leads. Also, verify that the leads are not stuck in an "open" or "pending" status.
By following these steps, you should be able to identify and resolve the issue preventing leads from appearing in your Zoho CRM.
Zoho CRM Issues Frequently Asked Questions
Why are my Zoho CRM leads not appearing after form submission?
There can be several reasons why leads are not appearing in Zoho CRM. Check the integration status between your web to lead form and Zoho CRM. Ensure that there are no errors in the form configuration or data format issues. Additionally, verify if all required fields are filled out correctly.
How can I resolve Zoho web to lead form issues?
First, check the web to lead form configuration for errors. Ensure that the fields in your form match those in Zoho CRM, and confirm that all required fields are completed. Review the integration setup, and test the form submission process to identify any issues.
Why is my Zoho form submission not working properly?
Zoho form submission problems can stem from incorrect field mappings or data format issues. Double-check that your form fields are correctly configured and match Zoho CRM fields, and make sure the URL configuration is correct. Also, validate that all necessary fields are filled out in the correct format.
How do I perform a Zoho CRM status check for leads?
To check the status of leads in Zoho CRM, navigate to the Leads module. Ensure that the filtering options are set to show the relevant lead status. If leads are missing, double-check the import history and verify the lead approval settings.
What steps can I take for configuring a Zoho URL field?
To configure a URL field in Zoho, go to the field's settings within your form or lead module. Ensure that the field type is set to URL and that the entered data complies with URL format standards. Additionally, make sure that any URLs being submitted conform to HTTP or HTTPS standards.
🌟 Featured Zoho CRM Blog Posts
- How to Enhance Your Sales Process for Better Conversions with Zoho CRM
- The Top 5 CRM Data Scrubbing Tools You Need to Know About
- Enhance your data with Email Intelligence from TowerData API
- 6 reasons why a route planner is important for optimizing field sales
- How Zoho CRM became the world’s favorite CRM software
- FREE CRM Checklist Your Interactive Guide to Creating the Perfect CRM Checklist