By :
obtaincode
Published on Thursday, June 22, 2017,08:49:42 in WordPress Plugins
Gravity Forms – ZOHO CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and ZOHO CRM. Easily add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a Gravity Forms form on your site.
Features
Easily integrate Gravity Forms form to ZOHO CRM Contact
Easily integrate Gravity Forms form to ZOHO CRM Case
Easily integrate Gravity Forms form to ZOHO CRM Lead
Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Contact
Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Case
Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Lead
Easily map your Gravity Forms form fields to ZOHO CRM Contact, Case and Lead fields
Making customer relationship management simple
Integrate unlimited Gravity Forms forms
Installation
WordPress Dashboard
Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
Click on ‘Upload Plugin’
Upload ‘Gravity Forms – ZOHO CRM Integration’ plugin zip
Activate ‘Gravity Forms – ZOHO CRM Integration’ plugin
FTP, SFTP, SCP etc…
Unzip ‘Gravity Forms – 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 ‘Gravity Forms – ZOHO CRM Integration’ plugin
Configuration
Generating authentication token in ZOHO CRM
Go to ‘Admin’ -> ‘GF – ZOHO CRM’ -> ‘Configuration’
Authentication Token: Add your ZOHO CRM authentication token
Click on ‘Save’ button
Integration
Go to ‘Admin’ -> ‘GF – ZOHO CRM’ -> ‘Integration’
You can see list of Gravity Forms 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
Click on ‘Save’ button to map fields
Note: Map fields which is creatable in ZOHO CRM module
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