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.