HyperForm for Zoho CRM

Create and Publish Form for Zoho CRM

What is HyperForm?

HyperForm transforms your Zoho CRM modules into beautiful, smart, web-based forms to capture data effortlessly.

Why do you need it?

If you want a simple way to capture data through web forms and sync it directly with Zoho CRM, HyperForm helps you streamline data collection and automate your workflows effortlessly.

Key Features

✅ Create dynamic, customizable web forms directly from your Zoho CRM modules

✅ Real-time data sync with Zoho CRM for accurate and up-to-date records

✅ Smart validation and conditional logic to ensure quality data capture

✅ Seamless automation to trigger workflows and reduce manual effort

Sample Use Cases

Here are 4 practical use cases for HyperForm:

Capture website leads and automatically push them into Zoho CRM for instant follow-up
Collect customer feedback or surveys and store responses directly in CRM modules
Manage event registrations by capturing attendee details and tracking them in Zoho CRM
Create internal request forms (e.g., support, approvals) and streamline workflows without manual data entry

Installation

Go to Zoho Marketplace
Search for HyperForm for Zoho CRM
Click on the Install Now.
It will open a dialog to agree with the terms of services of the vendor and Zoho Marketplace and the privacy policy of the vendor.
The users need to agree with that and then click on continue.
Select your Users/Profiles (Select the profile to whom this extension is to be visible, based on the profile selection the extension will be displayed to users) and then click on Confirm.
Extension Installation is completed and added to your Zoho CRM and you will also get a confirmation email from Zoho Marketplace.

Setup

After installation is successful, sign in to Zoho CRM and choose HyperForm for Zoho CRM from the sidebar.

Select HyperForm
You will now redirect to the HyperForm homepage/landing page.

Click on Quick Launch Setup.
It will redirect you to the Setup page, where you can establish a connection with Zoho CRM.
Click on Authorize with Zoho CRM button

Click on the Go to Forms button.
Click on the + Create Form button
Enter your Form Name
Choose the Zoho CRM module.
Click on Next: Configure Fields button

Choose the fields from the list
After that, create a form

It will redirect you to the forms listing page, where you can manage the HyperForms.
Once the form is created, you have to publish the HyperForm, so click on the Publish icon next to the form.

It will open up the pop-up and click on the Publish Now button.

After the publish, you will get the form link which can be shared with the users.
You can open the form in the new tab of browser.
Check the images below of the new HyperForm.

You can also see the form activities in your dashboard
Choose the Dashboard from the sidebar.

Have Questions? Reach out to Support

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