MWB GF Integration with ZOHO CRM

Description

INTEGRATE YOUR GF INTEGRATION FORM WITH ONE OF THE LEADING “ZOHO CRM”. ITS A POWERFULL INTEGRATION THAT WILL EASILY CREATE AND INCREASE YOUR LEADS, CONTACTS AND QUOTES.

The MWB Gravity Forms Integration with ZOHO CRM plugin connects your Gravity Form to your ZOHO CRM account. ZOHO is a well-known Customer Relationship Management platform. This free plugin delivers all data from gravity form submissions to ZOHO CRM in accordance with ZOHO CRM modules.

The admin can use the Gravity Forms Integration with ZOHO CRM plugin to:

  • Integrate Gravity Form with their ZOHO CRM account.
  • Sync all data (form submissions/ entries) to ZOHO CRM according to the feeds created.
  • Admin can easily create contacts, leads, and quotes over ZOHO CRM.

So, connect both Gravity Forms ZOHO CRM applications to make qualified leads simple for your company.

WITH THE MWB GF INTEGRATION WITH ZOHO CRM PLUGIN YOU CAN

  • Create an account over ZOHO CRM just by clicking the “Signup Here” link.
  • Gravity Form could be connected to any ZOHO module i.e. Contacts, Accounts, Leads, Orders, Cases, etc.
  • Fields from Gravity Forms are mapped to fields from ZOHO modules.
  • If an entry already exists over ZOHO CRM, the Primary Key option can be used to update the entry.
  • Filter Gravity Form entries with the help of AND/OR logic sent to ZOHO CRM based on user input.
  • Detailed log of each Gravity Form entry sent over to ZOHO CRM as per the response.
  • If an error happens when submitting entry data to ZOHO CRM, an email notification will be sent to the admin.
  • On removal, enable the plugin data deletion feed post type, the database table for logs.

Let’s see the demo at once Free Demo of GF Integration with ZOHO CRM

For a better knowledge of features and working, please visit MWB GF Integration with ZOHO CRM Documentation.

Plugin will Integrate your GF form with ZOHO CRM easily…..
So,Download Now

WHAT’S INCLUDED IN OUR FREE MWB GF INTEGRATION WITH ZOHO CRM PLUGIN

1) Accounts to Connect
Enter your ZOHO API Key to connect your ZOHO account to Gravity Forms.

2) Mapping of Fields
Gravity Forms entry fields could be considered equivalent to any ZOHO Object attributes.

To Update an Existent Entry in ZOHO CRM, use the Primary Key
Assume that a user entry from a Gravity Form submission already exists in ZOHO CRM. In that instance, the administrator can update it using the “Primary Key” provided.
In this approach, integrating Gravity Forms ZOHO CRM Campaigns becomes a breeze.

3) Numerous Feeds
A feed controls how data input from Gravity Forms should be transmitted to ZOHO CRM. Multiple feeds can be created and conditions for relaying ZOHO CRM entries setup.

4) Reporting Errors
If an error is encountered while sending the data on ZOHO CRM using Gravity Forms, an e-mail would be sent to the administrator informing about the fault description.

With any ZOHO module, Feeds creates a field association
Gravity Forms Integration With ZOHO CRM allows an administrator to link any Gravity Form field to any readily accessible ZOHO module field using feeds. Any module, including Contacts, Accounts, Leads, Quotes, Deals, Sales, and Orders, could be used with this plugin.

5) Logs for CRM
View a detailed log of every Gravity Forms entry sent to ZOHO CRM.

Export Logs as CSV
Easily export ZOHO CRM Logs as a CSV file for forecasting, book-keeping, and accounting purposes.

6) Synchronization
All Gravity Forms entries are fully synchronized with ZOHO CRM. If you create/update an entry that entry will be created/updated in ZOHO CRM.

7) Filter Entries
By default, all Gravity Forms entries are sent to ZOHO CRM, but you can apply filters & set up rules to limit the entries sent to ZOHO CRM.

For more questions, please visit MakeWebBetter Knowledge Base.

PREMIUM VERSION OF MWB GF INTEGRATION ZOHO CRM OFFERS

  • Easy Synchronization of ZOHO Tags.
  • Offers effortless ZOHO Attachment Synchronization
  • You can easily set Lead Source and Status in Zoho CRM.
  • Offers Phone and Mobile fields in Zoho CRM.
  • ZOHO CRM Record Image field.
  • ZOHO CRM allows you to simply add notes to entries.
  • Create a ZOHO CRM account and assign it to any object, such as a Contact or a Deal with ease.
  • Sync GF submission data manually with ZOHO CRM.
  • The previously saved entries can be effortlessly Bulk Synced.

TAKE ADVANTAGE OF EXCLUSIVE FEATURES OF GF INTEGRATION WITH ZOHO CRM PLUGIN

Note: Get GF Integration with ZOHO CRM

LIVE DEMO OF PREMIUM VERSION

Support

If you need support or have questions, kindly use our online chat window here or connect with us then Generate a ticket

Note:- If our documentation doesn’t contain the solution to your problem, you can visit the MakeWebBetter Forums with your question.

Screenshots

  • Attach form with ZOHO - Sync Gravity form with ZOHO CRM
  • ZOHO Accounts- To set the following details on the first page.
  • Authorization- Authorize gravity form connection with ZOHO
  • ZOHO Feeds- Sync ZOHO Feeds with ZOHO CRM.
  • Add New Feed- Creation of new feed
  • ZOHO Logs - Sync ZOHO Logs
  • General Settings- To change general settings.

Installation

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of the gift voucher, login to your WordPress dashboard, navigate to the Plugins menu and click Add New.

In the search field type “MWB GF Integration for ZOHO CRM” and click Search Plugins. Once you’ve found our plugin you can view details about it such as the point release, rating, and description. Most importantly, of course, you can install it by simply clicking “Install Now”.

Manual installation

The manual installation method involves downloading our MWB GF Integration for ZOHO CRM and uploading it to your web server via your favorite FTP application. The WordPress contains instructions on how to do this here.

FAQ

What is the basic purpose of using the MWB GF Integration with ZOHO CRM plugin?

The MWB GF Integration with ZOHO CRM plugin sends all Gravity Form data submissions to ZOHO CRM as per the form field mappings and classifies them on the basis of various objects and ZOHO modules assigned.

How to Authorize the Connection of Your ZOHO Accounts?

The admin needs to have the ZOHO account or can directly sign up using the link we have provided in our plugin in the ZOHO Account tab and then proceed with selecting the Zoho Domain. Then enter the Client ID, Secret Key & Redirect URL after generating it following the instructions shared in a plugin. The instructions can be seen by clicking the plus icon in the top right corner.

How would I use the MWB GF Integration plugin to synchronize ZOHO CRM with Gravity Forms?

By entering your ZOHO API credentials, the Gravity Form can be integrated with your ZOHO account.
Enabling the MWB GF Integration with the ZOHO CRM plugin adds a ZOHO sub-menu to the Gravity Form.
The administrator can easily sign up for or log into his ZOHO CRM account and connect Gravity Forms to his ZOHO CRM account.

Is there an option to add new feeds using MWB GF Integration with ZOHO CRM?

Yes, utilizing MWB GF Integration with ZOHO CRM, really is possible.

The admin can map any Gravity Form field to any available ZOHO module field using the MWB GF Integration with ZOHO CRM. This plugin works with any module, such as
Contacts, Accounts, Leads, Quotes, Deals, and Sales.
The administrator is free to add as many feeds as he prefers, just require the specified Gravity Form with the ZOHO Object.

In order to create feeds, you need to traverse within your WordPressDashboard > Form > ZOHO > ZOHO Feeds.
They either make use of any already created feed or create one by using the Add New Feed button.

What should I do if I have any problems with the plugin?

We are always available to help our customers anytime. Our support team works 24*7 for any issue related to our products and services. Just Contact Us

My question is not listed

Please visit the MakeWebBetter knowledge base for more detailed documentation

Reviews

There are no reviews for this plugin.

Contributors & Developers

“MWB GF Integration with ZOHO CRM” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.1 – Released on 19 Aug 2021

  • New: Compatibility with PRO version
  • New: Compatibility with the latest WordPress 5.8
  • Fix: Functionality Change in Delete Logs
  • Fix: Minor Issues and Bugs

1.0.0 – Released on 23 July 2021

  • First version