Select from the Advanced Fields option pane. Here you will see fields such as Payment, Zoho CRM, Formula, Subform, Matrix Choice, Images Choices, Signature and Terms and Conditions. 

Drag and drop fields from Advanced Fields option to the form.

When the field is added in the form, you can customize the settings here for the specific field. Then click Save.

You can use the side bar for Properties, Duplicate and Delete.

Advanced Fields in Zoho Forms take the form to the next level where you can choose from the complex option and incorporate into the form with a simple Drag and Drop. For more Zoho Forms Tip, stay tuned to our blog updates. 

Start by going to the Zoho CRM Setup.

Then go to the Marketplace and click Google.

Select the Chrome Extension for Gmail.

Click the button to install the plugin.

This takes you to the Chrome web store. In the Chrome webstore, click the button to add the plugin to Chrome.

Now the Chrome plugin will show in your Gmail inbox in the upper right part of your screen as shown in the screenshot below.

Next authenticate Google.

Next authenticate Zoho.

When an email is from a person not in your CRM, you have the options to add the person as a Lead or a Contact in CRM.

If the sender is already in your CRM, you can see all the CRM information associated to the sender’s record. In this case the sender is a Contact.

Following these easy and simple steps, you can integrate Zoho CRM in your Gmail. The functionality that this plugin brings to your inbox is very versatile. It’s like your inbox just got a major upgrade and your customers are going to love you for it.

For more Zoho CRM blog tutorials, stay tuned with us. In the meantime, contact us for your Zoho CRM customization support by clicking the button below! 

Enter the form Name and Description in the respective fields. Then click Create.

Basic and Advanced Fields are at the left side to choose from.

Drag Fields from the left into the form. 

Click on Properties at the tiny functionality bar at the right side of the field, to edit the Field Properties.

You can customize the Field Properties accordingly.

To delete the Field, click ‘Delete’ at the right functionality bar.

Click ‘Delete’.

To go in depth with with Zoho Form integration with Zoho CRM, stay updated with the next Zoho Form Tip.

This is what the window looks like when you edit or create a View. When you edit some of the default Views, you will be unable to apply criteria to them. All custom Views you create can apply criteria.

Available Logical Operators for Specifying Criteria

The logical operators available for use in criteria depend on the data type of the selected field

Depending on the field type and operator used, you may need to specify more than one value in the criteria for a custom list view.

In this blog we have showed you how to create or edit a View. For more Zoho CRM Tips, keep checking our blogs section. 

eel free to contact us for your Zoho Home Tab support by clicking the button below!