By :
obtaincode
Published on Tuesday, August 01, 2017,10:33:26 in WordPress Plugins
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
Share This Product
