Gravity Forms Zoho CRM Add-on

Description

Easily create or update lead, contact or any other object in Zoho crm when an entry is created in Gravity Forms. Learn more at crmperks.com

Gravity Forms Zoho CRM Add-on

Gravity Forms Zoho CRM Add-On Sends Gravity Forms entries to Zoho CRM.

Gravity Forms Zoho CRM Setup

  • Go to Gravity Forms -> Settings -> Zoho CRM then add new account.
  • Go to Gravity Forms -> select any form -> Settings -> Zoho CRM then create a new feed.
  • Map required Zoho CRM fields to Gravity Forms form fields.
  • Send your test entry to Zoho CRM.
  • Go to Gravity Forms -> select any form -> Settings -> Zoho CRM Logs and verify all previously sent entries.

Connect Zoho CRM account

Connect any gravity forms form to Zoho CRM by safe and secure Oauth 2.0. Also you can connect multiple Zoho CRM accounts to Gravity Forms.

Map Zoho CRM fields

Field mapping is easy. Select required Zoho Object(Contacts, Company, Order, account, case, Opportunity etc) , select a zoho field then select related Gravity Forms field.

Filter gravity forms entries

Filter gravity forms form entries sent to Zoho CRM based on user input. For example , only send contact form entry to Zoho CRM which contanin work email address.

Manually send to Zoho CRM

Automatically Send gravity forms entries to Zoho CRM when user submits a form. You can manually send gravity forms entries to Zoho CRM by clicking “Send to Zoho” button.

Zoho CRM logs

View a detailed log of each gravity forms entry whether sent (or not sent) to Zoho CRM and easily resend any gravity forms entry to Zoho CRM.

Send Data As Zoho CRM object Notes

Sometime you have form fields which can not be mapped to any zoho field. So you can send such gravity forms fields as Zoho CRM Object(contact, account, lead, case, deal etc) notes.

Error Reporting

If there is an error while sending data to Zoho CRM, an email containing the error details will be sent to the specified email address.

Create Or Update Contact in Zoho CRM

If a contact,lead,account already exists in Zoho CRM , update it otherwise create a new object in Zoho CRM.

Premium Version Features.

Following features are not available in Pro version only Gravity Forms Zoho CRM Plugin.

  • Custom modules of Zoho CRM, Custom fields and particularly Phone Number fields.
  • Add Lead or Contact to any Campaign.
  • Assign one Object to other. For example assigning a contact to a case
  • Assign Object(Contact, Lead etc) Owner to any Object in Zoho CRM.
  • When any user submits a form , you can track gclid, utm parameters and Geolocation.
  • Lookup lead’s email and phone number using popular email and phone lookup services when anyone submits a contact form.
  • 20+ premium addons

Why Gravity forms Zoho CRM add-on by CRM Perks

Gravity Forms has official Zoho crm addon which is good but it lacks some features like custom modules. Our Gravity forms Zoho CRM add-on has all features and uses latest version of Zoho API.

Free version of Gravity forms Zoho CRM add-on

Easily integrate Gravity Forms to Zoho CRM with this free Gravity Forms Zoho CRM add-on. You can Create/Update a contact, account, case, Opportunity or Order in Zoho CRM crm when any user submits a form.

Want to send Gravity Forms data to other crms

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Screenshots

  • Connect Zoho CRM Account.
  • Map Zoho CRM fields.
  • Gravity Forms Zoho CRM logs.
  • Send Gravity Forms entry to Zoho CRM.
  • Get Customer's email infomation using (Premium feature).
  • Get Customer's geolocation, browser and OS (Premium feature).

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

How to integrate Zoho CRM with Gravity Forms
  • You can easily integrate Zoho CRM with Gravity Forms.
  • Simply install this free Gravity Forms Zoho CRM addon, Connect Zoho CRM account then map Gravity Forms fields to Zoho CRM object(lead, account etc) fields.
  • Open any Gravity forms entry and click “Send to Zoho” button.
Gravity forms Zoho CRM integration

create or update any object(contact, account, lead, case, task, any custom object etc) in Zoho CRM when any user submits a form.

Can i use Zoho CRM custom fields and custom modules

Some features like zoho custom modules and custom fields and particularly phone number fields are available only in Pro version.

Can i use or assign object created by one feed in other feed

yes this feature is available in Pro version, You can use ID of an object creatd/updated by one feed in other feed. For example, adding a contact to account.

Gravity Forms Zoho CRM
  • First connect your zoho account to Gravity Forms by clicking “Login with Zoho” button.
  • Create a zoho feed, select zoho object then map Gravity forms fields to zoho object fields.
  • When anyone will submit a form, it will go to your zoho account.

Reviews

October 9, 2019
This plugin makes it easier to integrate Gravity Forms with Zoho CRM. Not only you can create leads from form entries, you can connect to multiple objects at the same time. I would recommend getting the pro version for custom fields in Zoho.
September 18, 2019
This plugin allows you to both create and update any field in any module on Zoho CRM with data from your Gravity forms. Not just Leads and Contacts like some other plugins. You can also choose your own 'key' to match the user submitting the form with the user in your CRM with any field you want, so you are not forced to include a Last Name field on each form when e.g updating data to an existing user, which is extremely useful. I mention this because it took me some searching to find a plugin that specifically does all this. After searching and testing the options for getting my form data into Zoho, this is the best one. Since you can you use the options available in 3rd party plugins available for Gravity forms, this gives you overall more a much flexible and powerful solution than using the Zoho CRM webforms, Zoho Forms, Zoho Creator or any of the other Gravity forms to Zoho CRM sync options. Support also helped me with some configuration mistakes I made, it's all working out amazingly. This was the missing piece in the puzzle to get data flowing smoothly form my website to my CRM to my leads and customers.
Read all 4 reviews

Contributors & Developers

“Gravity Forms Zoho CRM Add-on” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.8

  • fixed Null field value for fileupload field.
  • fixed zoho boolean field.

1.0.7

  • added entry_status field for checking spams entries.

1.0.6

  • fixed filters in log detail.

1.0.5

  • fixed mapping list field to Zoho text field.

1.0.4

  • fixed lead source and status fields.
  • fixed invalid_data error if field value is empty.

1.0.3

  • added gclid field.
  • fixed empty gravity forms fields list.

1.0.2

  • fixed empty form fields list on adding new field.

1.0.1

  • moved to Zoho API V2.

1.0

  • Initial release.