Description
Integrate Popular WordPress Forms with Zoho CRM and Zoho Bigin is a versatile plugin that connects forms like Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable. It streamlines your workflow by automatically sending form submissions to CRM modules like Leads, Contacts, Accounts and Custom modules, saving time and improving efficiency.
Watch the demo video below:
Supported Forms:
– Contact Form 7
– Gravity Forms
– WPForms
– Elementor Forms
– Formidable Forms
Need support for additional forms? Let us know! Submit a request via the Feature Request or contact us using the Support Form.
Note: This plugin supports both Zoho CRM and Zoho Bigin for seamless integration.
Benefits of Using This Plugin
- Single-click authentication with your Zoho account.
- Manage multiple Zoho accounts with a simple and intuitive UI.
- View all details in a popup, eliminating confusion with next and previous pages.
- Support for custom fields, geolocation fields, and UTM fields.
- Multiple options for adding CRM records: add, update, skip, etc.
- Filter records using criteria like “contains,” “starts with,” or “ends with.”
- Resync option for records that failed to post to CRM.
- Email notifications for any record that fails to post to CRM.
Key Features
- Multiple CRM Accounts: Add, edit, or delete multiple Zoho CRM and Bigin accounts to suit your business needs.
- Wide Form Support: Seamlessly connect popular WordPress forms like Contact Form 7, Gravity Forms, WPForms, Elementor Forms, and Formidable Forms.
- Advanced Field Mapping: Map form fields to Zoho CRM or Bigin fields for accurate data syncing.
- CRM Module Selection: Assign form submissions to CRM modules like Leads, Contacts, or Bigin Pipelines.
- Error Logging: Track integration failures with a detailed error log and resolve them with one click.
- Notifications: Receive email alerts for error logs to stay updated.
- Data Cleanup: Delete all plugin data on uninstallation with a simple toggle.
Usage
= Accounts Management =
– Add or manage Zoho CRM and Bigin accounts.
– Provide the Account Name, Domain, and Auth Token during setup.
Form Integration
- Go to the Setup Page and add a new integration.
- Select your desired form plugin and choose a Zoho account.
- Map form fields to Zoho CRM or Bigin fields with an intuitive field mapping interface.
- Assign submissions to specific CRM modules like Leads, Contacts,Accounts or Custom modules.
Error Logs
- Monitor error logs for any failed submissions.
- Use options to Resync or Delete All Error Logs.
Settings
- Data Management: Enable or disable automatic data deletion upon uninstalling the plugin.
- Email Notifications: Configure emails to receive alerts for integration errors.
Support
Need help or have a feature request?
Website: https://integrazo.com/
Email: support@integrazo.com
Additional Notes
This plugin is compatible with WordPress multisite installations. Tested rigorously to ensure reliable and efficient CRM integrations.
Screenshots
Accounts Page: Add and manage Zoho CRM and Bigin accounts. 
Add Account Popup: Select Service and Data Center. 
Setup Page: Integrate forms and map fields. 
Add Integration Popup: Select form, account, and module for field mapping. 
Error Logs Page: Track and resolve integration errors. 
Settings Page: Configure plugin preferences like email notifications and data cleanup.
Installation
- Download the plugin ZIP file from your WordPress dashboard or the plugin repository.
- Navigate to Plugins Add New Upload Plugin.
- Upload the ZIP file, click Activate Plugin, and start integrating.
FAQ
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Which CRM modules are supported?
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The plugin supports CRM modules like Leads, Contacts, Accounts and Custom modules.
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Is single-click authentication available?
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Yes, the plugin provides single-click authentication with your Zoho account for a hassle-free setup.
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What happens if data fails to post to Zoho CRM?
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If a record fails to post, you can use the resync option to retry sending it to Zoho CRM.
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Will I be notified if a record fails to post to Zoho CRM?
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Yes, you will receive email notifications for any record that fails to post.
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Can I integrate other forms with Zoho CRM or Bigin?
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We support Contact Form 7, Gravity Forms, WPForms, Elementor Forms, and Formidable Forms.
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Does this plugin support resyncing failed records?
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Yes, the plugin allows you to resync failed records to Zoho CRM. However, please note that attachments are not supported during the resync process.
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Can I map custom fields from my forms to Zoho CRM fields?
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Absolutely! The plugin supports custom fields, geolocation fields, and UTM fields for flexible data mapping.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“Sync Zoho with Contact Form 7, WPForms, Elementor, Gravity Forms,Formidable” is open source software. The following people have contributed to this plugin.
Contributors
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.0
- Initial release with support for Contact Form 7, Gravity Forms, WPForms, Elementor Forms, and Formidable Forms.
- Added error logging and resync features.
- Email notifications for integration failures.
1.0.1
- Added a review section.