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Description

WPForms – ZOHO CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress WPForms and ZOHO CRM. Easily add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a WPForms form on your site.

Features

  • Easily integrate WPForms form to ZOHO CRM Contact
  • Easily integrate WPForms form to ZOHO CRM Case
  • Easily integrate WPForms form to ZOHO CRM Lead
  • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Contact
  • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Case
  • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Lead
  • Easily map your WPForms form fields to ZOHO CRM Contact, Case and Lead fields
  • Making customer relationship management simple
  • Integrate unlimited WPForms forms

Installation

This plugin requires the WPForms plugin.

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
  • Click on ‘Upload Plugin’
  • Upload ‘WPForms – ZOHO CRM Integration’ plugin zip
  • Activate ‘WPForms – ZOHO CRM Integration’ plugin
FTP, SFTP, SCP etc…
  • Unzip ‘WPForms – ZOHO CRM Integration’ plugin zip
  • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
  • Activate ‘WPForms – ZOHO CRM Integration’ plugin

Configuration

  • Generate Browser Mode authentication token in ZOHO CRM. The guide is here
  • Go to ‘Admin’ -> ‘WPF – ZOHO CRM’ -> ‘Configuration’
  • Instance URL : Add your ZOHO CRM instance URL. Like https://crm.zoho.com, https://crm.zoho.eu, etc…
  • Authentication Token: Add your ZOHO CRM authentication token
  • Click on ‘Save’ button

Integration

  • Go to ‘Admin’ -> ‘WPF – ZOHO CRM’ -> ‘Integration’
  • You can see list of WPForms Forms
  • Click on edit form icon which you want to integrate form
  • Select a ZOHO CRM module you want to integrate with current form
  • Click on ‘Filter’ button to filter module fields
  • Check ‘ZOHO CRM Integration?’ checkbox if you want to integrate ZOHO CRM
  • Map fields which you want to map
    Note: Bellow module wise fields are required in ZOHO CRM and it must be mapped in Form.
    • Contact: Last Name
    • Case: Subject and Case Origin
    • Lead: Last Name and Company Name
  • Click on ‘Save’ button to map fields
  • Note: Map fields which is creatable in ZOHO CRM module

Changelog

1.0.0
 - Initial release