Integration of Zoho CRM and WPForms

وضاحت

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 :

✔ WPForms.

✔ 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

Screenshot :

🎉 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 :

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