WordPress.org

Forums

  1. emanuele.zocaro
    Member
    Posted 1 year ago #

    Hi,
    i have installed the plugin, i have insert my authentication code, but dont' work, dont' sync, don't work the shortcode.
    If I click in the setting link I go in page of Vtiger:
    wp-admin/admin.php?page=wp-tiger&action=plugin_settings

    https://wordpress.org/plugins/wp-zoho-crm/

  2. smackcoders
    Member
    Plugin Author

    Posted 1 year ago #

    Follow these steps properly

    1) Got to Settings Page , Enter Username , Password and click "Authentication Key", The "Authentication Key" will be automatically generated.

    2) Save Settings.

    3) Click on "Fetch CRM Fields" This action will fetch the crm fields from the zoho crm.

    4) Now go to "Lead Form Fields" or "Widget Form field" select the fields you want to display, and click "Save Field Settings".

    5) And use the shortcodes according to your needs.

Topic Closed

This topic has been closed to new replies.

About this Plugin

About this Topic

Tags