Zoho CRM Lead Magnet

Description

Websites are one of the most important sources of leads for your business. That means your CRM system should be well integrated with your website to contextually capture each and every visitor to turn them into a lead.

Introducing the Zoho CRM Lead Magnet plugin for WordPress. This lets you create webforms, embed them in your website, and automatically capture leads directly into your CRM with zero attenuation.

Not only is the integration easy to set-up but it’s also easy on your wallet.

Overall usage flow

  1. Install the Zoho CRM forms plugin from the WordPress plugin Marketplace.
  2. Create a form using Zoho CRM webforms or Contact form 7 plugin.
  3. Configure the settings for your form.
  4. Use the short code to embed the form.
  5. A prospect’s information is automatically captured upon entering your site. All that’s left is lead nurturing.

For businesses that want to maximize their websites, the Zoho CRM Lead Capture plugin for WordPress CMS is an ideal solution.

Key features

Two forms, one solution

This plugin works well with forms created using Zoho CRM and Contact 7 Form plugin.

Light on code

Creating a form is incredibly simple and the entire process of establishing an integration involves a few drag-drops and copy-pastes. Simply create, embed, and capture.
 
Capture leads and more

Using this plugin not only lets you capture leads but also additional custom modules you create for unique business needs.
 
Capture. nurture. win.

The Information entered in a website’s form is automatically pushed into Zoho CRM with zero attenuation. Now you never miss out on another lead. 

Light on your purse

The plugin is absolutely free of cost. No hidden fees, no additional costs. All you need is a website hosted with WordPress and a Zoho CRM account.

Screenshots

  • Integrating Zoho CRM with WordPress
  • Zoho CRM Forms
  • Creating a new form using Zoho CRM
  • Mapping fields with Zoho CRM
  • Configuring Contact Form 7
  • Mapping fields with Contact Form 7
  • Embedding the form created into a page/post.

Installation

  1. Install the WordPress plugin from WordPress Marketplace. Upload the plugin folder to the /wp-content/plugins/ directory or install via the Add New Plugin menu.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.
  3. Once you activate your Zoho CRM forms plugin, you’ll be asked to authenticate access from Zoho CRM. To do that, simply  enter the username and password of your CRM account.

The plugin installation is now complete and the integration between Zoho CRM forms and WordPress is established.

NOTE: This plugin is currently not functional in our EU setup. Development is in progress for supporting this plugin in our EU setup. Stay tuned for updates.

FAQ

Installation Instructions
  1. Install the WordPress plugin from WordPress Marketplace. Upload the plugin folder to the /wp-content/plugins/ directory or install via the Add New Plugin menu.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.
  3. Once you activate your Zoho CRM forms plugin, you’ll be asked to authenticate access from Zoho CRM. To do that, simply  enter the username and password of your CRM account.

The plugin installation is now complete and the integration between Zoho CRM forms and WordPress is established.

NOTE: This plugin is currently not functional in our EU setup. Development is in progress for supporting this plugin in our EU setup. Stay tuned for updates.

Reviews

Great

Great plugin, simple and easy to customize to your needs. Thanks for the awesome plugin !

Problems even before using it!

Creating a new user is killed before sending out notification emails, aftre adding new user to DB.

Fatal error: Uncaught Error: Call to undefined method zcf_CapturingClassAjax::mapRegisterUser() in /var/www/domain.bsp/public/wp-content/plugins/zoho-crm-forms/includes/crmcustomfunctions.php:765 Stack trace: #0 /var/www/domain.bsp/public/wp-includes/class-wp-hook.php(286): zcf_CapturingClassAjax::zcf_capture_registering_users(6) #1 /var/www/domain.bsp/public/wp-includes/class-wp-hook.php(310): WP_Hook->apply_filters('', Array) #2 /var/www/domain.bsp/public/wp-includes/plugin.php(453): WP_Hook->do_action(Array) #3 /var/www/domain.bsp/public/wp-includes/user.php(1773): do_action('user_register', 6) #4 /var/www/domain.bsp/public/wp-admin/includes/user.php(199): wp_insert_user(Array) #5 /var/www/domain.bsp/public/wp-admin/user-new.php(128): edit_user() #6 {main} thrown in /var/www/domain.bsp/public/wp-content/plugins/zoho-crm-forms/includes/crmcustomfunctions.php on line 765

No time to investigate… I assume that it wants to catch new users, and isn’t yet authenticated to Zoho CRM. But I don’t want that Zoho interferes with WP user management.

Tested on WordPress 4.9.4

This plugin is a waste of time and could be stealing information from your site

Upon installing this plugin it requires you to authenticate with it’s server that asks you to create an account and then authorize letting it access information on your website.

After spending 20 minutes trying to register, authorize and then validate their server redirects you back to a page that does’t exist on you own website. At this point the application is stuck in a loop asking you to authorize.

Poorly designed and looks like this could be a security risk as well.

Read all 9 reviews

Contributors & Developers

“Zoho CRM Lead Magnet” is open source software. The following people have contributed to this plugin.

Contributors

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Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.2

  • Added: Contact form relation issue fixed.