SOP_Abhyaz_Outcome_Task4_Idon't know.pptx

SOP of a outcome

1. Webform to Case Integration Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025

2. Table of Content (TOC) Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025 SOP Overview Glossary Safety Precautions About this SOP SOP Interactive Steps SOP Interactive Video Technical Reference

3. SOP Overview Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025 Department Name: Data Analytics and Product Management Application Name: Sanjay B

4. Glossary Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025 Webform: A Webform is an online form used to collect user information through a website. It allows visitors to submit data such as contact details, feedback, or inquiries. Webforms are commonly integrated with backend systems like CRMs or databases to automate data capture and workflow initiation.

5. Glossary Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025 Case Module: A Case Module is a component in many CRM systems used to track, manage, and resolve customer issues or service requests. Each case typically contains information about the problem, customer, and resolution status. It helps support teams maintain a structured record of interactions and ensure timely follow-ups.

6. Safety Precaution Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025 Data safety is important for protecting personal and confidential information from unauthorized access or misuse. Data safety is the protection of data from unauthorized access, use, modification, or destruction. Data safety ensures the confidentiality, integrity, and availability of data. Data safety requires policies, procedures, and technical measures to prevent data breaches and losses. To avoid plagiarism, you should always cite your sources properly and use quotation marks or paraphrasing when using someone else's words or ideas.

7. About this SOP Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025 This SOP guides the step-by-step process for designing and deploying a Zoho CRM-integrated webform that captures user-submitted cases from the website and routes them to the appropriate owner. The system automates support intake and acknowledgment, providing a smooth experience for users while increasing operational efficiency for internal teams.

8. SOP Interactive Steps Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025 Step 1: Build the Webform Go to Setup → Channels → Webforms in Zoho CRM. Select + Create Webform → Module: Cases . Add and configure fields: Email (Mandatory), Phone (Optional), Type (Optional), Reported By (Hidden, default = Lead), Case Origin (Mandatory, set to "Webform"), Subject (Mandatory), Description (Mandatory) Status (Mandatory) Customize field labels, validations, and visibility. Click Next to proceed to Webform Actions.

9. SOP Interactive Steps Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025 Step 2: Configure Webform Actions Set the Form Location URL and post-submission behavior (thank-you message or redirect). Select Case Owner or apply assignment rule logic Optional: Enable Notify Case Owner , Enable Acknowledge Visitor , Enable Approval before Case Creation . Copy the HTML/Source Code and share it with the web developer.

10. SOP Interactive Video Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025

11. Technical Reference Abhyaz Copyrights @2020 Version: V1 I Date:20-06-2025 Webform Link– Link