{"id":11957,"date":"2026-05-01T14:36:34","date_gmt":"2026-05-01T18:36:34","guid":{"rendered":"https:\/\/bspcorp.co\/?post_type=avada_portfolio&p=11957"},"modified":"2026-05-01T14:38:45","modified_gmt":"2026-05-01T18:38:45","slug":"unifying-multi-site-lead-capture-with-zoho-forms","status":"publish","type":"avada_portfolio","link":"https:\/\/bspcorp.co\/en\/ressources\/unifying-multi-site-lead-capture-with-zoho-forms\/","title":{"rendered":"Unifying Multi-Site Lead Capture with Zoho Forms"},"content":{"rendered":"

<\/span><\/div>

Head Office<\/strong>: Qu\u00e9bec, Canada
\nUse Case<\/strong>: Migration from WordPress forms (Gravity Forms) to Zoho Forms with CRM synchronization for a multi-entity group
\nIndustry<\/strong>: Industrial identification, industrial screen printing, and institutional signage
\nWebsite<\/strong>: groupecanva.com<\/a><\/p>\n<\/div>

Groupe Canva brings together multiple business units specializing in industrial identification, industrial printing, and institutional signage. Built through a series of acquisitions, the group operates five bilingual websites, each supporting distinct services and technical requirements.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

Challenges<\/h2><\/div>

As Groupe Canva expanded, its systems did not keep pace. An earlier integration effort had been started but never completed, leaving the team with disconnected tools and manual processes.<\/p>\n<\/div>

  • <\/i><\/span>
    \n

    Fragmented data<\/b>: WordPress forms were not connected to the CRM, forcing teams to manage requests manually<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Inactive system<\/b>: Zoho Forms had been created but never deployed, leaving a partially built solution unused<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Multi-entity complexity<\/b>: Each business unit required detailed qualification data from the first interaction<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Limited tracking<\/b>: Multiple requests from the same contact could not be linked without overwriting data<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    No source visibility<\/b>: Marketing efforts could not be measured due to missing lead source tracking<\/p>\n<\/div><\/li><\/ul>

    The result was limited visibility, slower response times, and missed opportunities across business units.<\/p>\n<\/div><\/div><\/div>

    Solutions<\/h2><\/div>

    BSP stepped in to complete and realign the system with a clear objective: unify lead capture and qualification across all business units while improving visibility and response times.<\/p>\n<\/div>

    • <\/i><\/span>
      \n

      Multi-site deployment<\/b>: Zoho Forms were embedded across all five websites, replacing third-party tools with a centralized, native solution<\/p>\n<\/div><\/li>

    • <\/i><\/span>
      \n

      CRM integration<\/b>: Each submission now creates a lead in Zoho CRM, capturing detailed project information and eliminating manual data entry<\/p>\n<\/div><\/li>

    • <\/i><\/span>
      \n

      Source tracking<\/b>: Lead origins are recorded automatically, giving teams clear insight into marketing performance<\/p>\n<\/div><\/li>

    • <\/i><\/span>
      \n

      Targeted routing<\/b>: Requests are directed to the right representative based on the business unit, reducing delays and improving follow-up<\/p>\n<\/div><\/li>

    • <\/i><\/span>
      \n

      Cross-unit visibility<\/b>: Data is structured to identify the originating unit, supporting collaboration and cross-selling opportunities<\/p>\n<\/div><\/li>

    • <\/i><\/span>
      \n

      Branded experience<\/b>: Forms were customized to match the company\u2019s visual identity while keeping the user experience simple and consistent<\/p>\n<\/div><\/li><\/ul><\/div><\/div>

      Benefits<\/h2><\/div>

      With a connected system in place, Groupe Canva now operates with greater clarity, consistency, and control across its business units.<\/p>\n<\/div>

      • <\/i><\/span>
        \n

        Centralized lead management<\/b>: All incoming requests are captured in Zoho CRM, giving teams a single, reliable source of truth<\/p>\n<\/div><\/li>

      • <\/i><\/span>
        \n

        Consistent qualification<\/b>: Each business unit collects the information it needs from the start, improving lead quality without adding friction<\/p>\n<\/div><\/li>

      • <\/i><\/span>
        \n

        Improved visibility<\/b>: Teams can clearly track performance and understand where leads are coming from<\/p>\n<\/div><\/li>

      • <\/i><\/span>
        \n

        Faster response times<\/b>: Requests are routed to the right expert immediately, increasing responsiveness and conversion potential<\/p>\n<\/div><\/li><\/ul><\/div><\/div><\/div><\/div>

        \"Logo<\/span><\/div>

        \u201cOur goal is to standardize how we capture requirements while building the business intelligence needed to support cross-selling across our units. <\/span>\u201d<\/h3><\/div>
        Christian Gingras<\/h6><\/div>

        Groupe Canva<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"

        Automatiser la collecte et la qualification des leads pour mieux prioriser les prospects<\/p>\n","protected":false},"author":5,"featured_media":11963,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"portfolio_category":[68,77],"portfolio_skills":[],"portfolio_tags":[],"class_list":["post-11957","avada_portfolio","type-avada_portfolio","status-publish","format-standard","has-post-thumbnail","hentry","portfolio_category-case-studies","portfolio_category-manufacturer"],"yoast_head":"\nUnifying Multi-Site Lead Capture with Zoho Forms - BSP | Zoho Premium Partner<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bspcorp.co\/en\/ressources\/unifying-multi-site-lead-capture-with-zoho-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Unifying Multi-Site Lead Capture with Zoho Forms - 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