Can I collect information into Zoho CRM if the form is not submitted?

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    Brian Weiss
    Asked on February 09, 2018 at 06:22 AM

    I want a small form that will ask for the customers name, then they have to press next-- then ask phone-- they press next-- email- next-- address - next, etc. And if they don't finish whatever they filled out will be collected (& can automatically go into ZohoCRM still). Can you show me what it will look like/which I pick/how/ which plan do I need?

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    Adrian
    Answered on February 09, 2018 at 06:29 AM

    I have created a sample form with the fields you asked.

    https://form.jotform.com/80392661035959

    Feel free to clone it and adjust it to your needs.

    How to Clone an Existing Form from a URL


    If the form is not submitted, you cannot collect the information to Zoho CRM. 

    You can enable the option to Save and Continue the form later in form settings. This way, the users will be able to save their progress filling the form and continue later.

    15181757321.png

    Let us know if you have further questions.

  • Profile Image
    Brian Weiss
    Answered on February 09, 2018 at 11:43 PM
    Is the sample one you made have ZohoCRM moving to embeded in it or was it just a normal form that I could start myself and make like that quickly through you?Is there really no way to ever get someone's information if they only fill out part of the form?  I understand you are saying it won't go into Zoho CRM but is there anywhere else (in your portal or emailed to me) where I can get part of the information they put if they don't fill out the form.  For example, sometimes people put their name and email but don't want to put their phone so they stop filling out.   Other form companies like yours would still send us what info they filled out so far.
    ...
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    Mike_G
    Answered on February 10, 2018 at 05:45 AM

    Perhaps you can add a question asking your respondents if they still want to continue filling up the form or not. Then, conditionally hide the field(s) that comes after.

    Sample Form — https://form.jotform.com/80402262047951

    Condition:

    1518259293t05_41_09.png

    If you have other questions or concerns, please feel free to let us know.