This plugin sends form submissions from Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms to Zoho CRM and Zoho Bigin.<\/p>\n\n
When a user submits a form, the plugin can create or update records\u2014such as leads, contacts, or deals\u2014in your Zoho CRM or Zoho Bigin account. This helps reduce manual data entry and keeps your CRM data consistent with your website forms.<\/p>\n\n\n\n
Why Use This Plugin?<\/strong><\/p>\n\n Supported WordPress Form Plugins<\/strong><\/p>\n\n Supported Zoho CRM Modules<\/strong><\/p>\n\n Send form data to any Zoho CRM module:<\/p>\n\n Supported Zoho Bigin Modules<\/strong><\/p>\n\n Send form data to any Zoho Bigin module:<\/p>\n\n Zoho Bigin Pipelines:<\/strong> If you use Zoho Bigin to manage your sales pipeline, this plugin lets you automatically add new pipeline entries whenever a form is submitted \u2014 perfect for lead capture forms, quote request forms, or any form that starts a sales process.<\/p>\n<\/blockquote>\n\n\n\n How It Works<\/strong><\/p>\n\n Key Features<\/strong><\/p>\n\n Picklist Allowed Values Helper<\/strong><\/p>\n\n When mapping a Zoho picklist field (such as Lead Source, Salutation, Status, or any dropdown field), an info icon appears next to the field. Click or hover to see all allowed values. Click any value to copy it \u2014 then paste it as a custom value in your field mapping. This prevents errors caused by sending values that Zoho does not accept.<\/p>\n\n\n\n Duplicate Record Handling<\/strong><\/p>\n\n Choose what happens when a matching record already exists in Zoho:<\/p>\n\n Filter Criteria (Conditional Logic)<\/strong><\/p>\n\n Control when form submissions are sent to Zoho. For example:<\/p>\n\n https:\/\/www.youtube.com\/watch?v=ZWZcZjgKJ-Q<\/p>\n\n\n\n To connect your Zoho account:<\/p>\n\n To create a new integration:<\/p>\n\n The plugin provides a Logs section to monitor every form submission:<\/p>\n\n Global settings available on the Settings page:<\/p>\n\n Free version includes:<\/strong><\/p>\n\n Pro version adds:<\/strong><\/p>\n\n Upgrade now: https:\/\/integrazo.com\/products\/integrate-any-form-with-zoho-crm<\/p>\n\n If you need help or want to request a feature:<\/p>\n\n Website: https:\/\/integrazo.com\/\nEmail: support@integrazo.com<\/p>\n\n This plugin supports WordPress multisite installations and has been tested for compatibility with recent WordPress versions. It works with both Zoho CRM free and paid plans, and with all Zoho Bigin plans.<\/p>\n\n\n Automatic installation<\/strong><\/p>\n\n Manual installation<\/strong><\/p>\n\n This plugin supports:<\/p>\n\n This plugin supports both Zoho CRM<\/strong> and Zoho Bigin<\/strong>.<\/p><\/dd>\n All major Zoho CRM modules are supported: Leads, Contacts, Accounts, Deals, Vendors, Campaigns, Price Books, Products, Cases, Solutions, Quotes, Sales Orders, Purchase Orders, Invoices, Activities, Tasks, Events, Calls, Projects, Notes, Attachments, and custom modules (Pro).<\/p><\/dd>\n All Zoho Bigin modules are supported: Pipelines, Contacts, Companies, Products, Activities, Tasks, Events, Calls, and Notes.<\/p><\/dd>\n Yes. Select Zoho Bigin as the service and choose Pipelines as the module. The plugin will create a new pipeline record in Zoho Bigin every time a form is submitted.<\/p><\/dd>\n Failed records are saved in the Logs section with the full error message from Zoho. You can review the error, fix your field mapping if needed, and resync the record manually.<\/p><\/dd>\n Yes. Custom fields in Zoho CRM are available for field mapping in the Pro version.<\/p><\/dd>\n Yes. For supported form plugins, file upload fields can be mapped to the Attachment field in Zoho. The file will be uploaded and attached to the corresponding record in Zoho.<\/p><\/dd>\n Yes. Each integration has an enable or disable toggle on the Setup page. Disabling an integration stops new submissions from being sent but keeps all configuration intact.<\/p><\/dd>\n\n<\/dl>\n\n\n\n
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Authentication<\/h3>\n\n
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zoho.com<\/code>, zoho.eu<\/code>, zoho.in<\/code>).<\/li>\nAdd Integration<\/h3>\n\n
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Logs<\/h3>\n\n
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Settings<\/h3>\n\n
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Privacy and Data Handling<\/h3>\n\n
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Free and Paid Features<\/h3>\n\n
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Support<\/h3>\n\n
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Additional Notes<\/h3>\n\n
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Which WordPress form plugins are supported?<\/h3><\/dt>\n
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Which Zoho products does this plugin support?<\/h3><\/dt>\n
Which Zoho CRM modules are supported?<\/h3><\/dt>\n
Which Zoho Bigin modules are supported?<\/h3><\/dt>\n
Can I send form submissions to Zoho Bigin Pipelines?<\/h3><\/dt>\n
How do I integrate Contact Form 7 with Zoho CRM?<\/h3><\/dt>\n
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How do I integrate Contact Form 7 with Zoho Bigin?<\/h3><\/dt>\n
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How do I integrate WPForms with Zoho CRM or Zoho Bigin?<\/h3><\/dt>\n
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How do I integrate Gravity Forms with Zoho CRM?<\/h3><\/dt>\n
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How do I integrate Elementor Forms with Zoho CRM or Zoho Bigin?<\/h3><\/dt>\n
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What happens if a record fails to sync?<\/h3><\/dt>\n
Does this plugin support custom fields in Zoho CRM?<\/h3><\/dt>\n
Can I send file attachments to Zoho?<\/h3><\/dt>\n
Can I temporarily disable an integration?<\/h3><\/dt>\n
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