A powerful integration tool to sync your WPForms submission/entries with Zoho CRM.
📢 You can avail this plugin free if you tag us as your “Zoho Partner”. Read the details here – Bit Apps products giveaway
📢 We are open for freelance work/custom development for this plugin. Connect with us for further information
Integration of WPForms & Zoho CRM is a convenient plugin that automatically saves your customers’ information into Zoho CRM, by simply submitting a form on your site. You can now manage your leads, sales and customers all in one place, which saves you time and drives more sales!
📜 Things you need :
The prerequisites you need to use our plug-in :
✔ A ZOHO CRM account.
⚙ Integration Setup:
✔ Install & activate Integration of Zoho CRM & WPForms plugin.
✔ Install & activate WPForms plugin.
✔ For Client id & Secret press Zoho API console.
✔ From Zoho CRM settings enter Integration Name, Data Center, Homepage URL, and Authorized Redirect URL & you will get id & secret.
✔ Authorize your site.
⚡ Features on free version:
▪ User can send any WPForms data to only Leads module of Zoho CRM
▪ Only one CRM layout Standard can be accessible –
▪ Transmit data to all the Zoho CRM fields including custom field.
▪ This plugin allow user to send custom value also.
▪ View the detailed log of submitted data from the plugin dashboard.
▪ Set multiple integration under one single form.
⚡ features on pro version:
▪ This plugin allows you to transfer any WPForms data to any modules of Zoho CRM including custom module.
▪ Send data to the related list.
▪ User can upload file to the ZOHO CRM file upload field through plugin.
▪ Set some actions which allows user to track their leads/Contacts more preciously.
Actions are -** Workflow, Attachment, Approval list, BluePrint, GCLID, Upsert Record, Assignment Rule, Tag records, Record owner**.
📹 For video tutorial visit our channel
🎉 Key Benefits of Plugin :
Using the Integration of Zoho CRM & WPForms plugin, you can manage your customers, sales, and leads. When a customer submits a form on your site, it will automatically be saved as leads or contact to ZOHO CRM. You can see the information in real-time. It gives your business a simple and robust solution to managing your contacts.
✨ Overview of other products we are offering :
📝Bit Form: One of our best selling product. Bit Form is an amazing drag & drop form builder that allows you to create custom forms to interact with your visitors. It gives you the freedom to create any form you want, no coding required.
📧 Bit SMTP: The ultimate goal of Bit SMTP plugin to make your email deliverability more easy as well as secure.
🛒Integration of WooCommerce with Zoho CRM: An advanced integration with Zoho CRM to sync all the WooCommerce information (Customers, Products, Sales Order) following few steps
🛒 Integration of WooCommerce with Zoho Inventory: The WooCommerce integration with Zoho inventory is a new plugin by which user can import all the information’s related to customer & sales order.
♻ Integration Of Zoho CRM & Contact Form7: An module that allows you to integrate into the Zoho CRM system to create and manage your sales leads, contacts, and appointments with Contact Form7.
♻ Integration Of Zoho CRM & Fluent Form: A powerful integration tool to keep track your Fluent form data in a mannered way.
🔔 For more update about our products we cordially request you to join out Fb Community.
- Download the plugin.
- From the WordPress Admin Panel, click on Plugins => Add New.
- Click on Upload, so you can directly upload your plugin zip file.
- Use the browse button to select the plugin zip file that was downloaded, and then click on Install Now.
- Once installed, click “Activate”.
There are no reviews for this plugin.
Contributors & Developers
“Integration of Zoho CRM and WPForms” is open source software. The following people have contributed to this plugin.Contributors
Interested in development?
Release Date – 15 October 2022
- Tested with WordPress 6.0.2
- Fix: Zoho Auth redirect url problem
*Tested with WordPress 6.0.0
- Fix: Issues on Zoho CRM date Field
- Fix: Issues on Zoho CRM datetime Field
- Initial release