WP Form Integration with Zoho CRM

Integration of WP Form and Zoho CRM is an easy-to-integrate plugin that automatically saves your customers’ information into Zoho CRM, so you can stay organized and be ready to provide better customer service. It integrates the two platforms to let you manage customers, contacts, and opportunities from within one interface. The plugin allows you to create a contact record in Zoho CRM when a customer fills out a form on your website. You can instantly import all your customers’ information into Zoho CRM, where you can then personalize their experiences by sending them personalized emails or SMS campaigns.

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Overview

Connect Account

1. Install & activate WP Form to Zoho CRM plugin. 2. Install & activate WP Form plugin. 3. For Client id & Client Secret press Zoho API console. 4. From Zoho CRM settings enter Integration Name, Data Center, Homepage URL, and Authorized Redirect URL & you will get id & secret. 5. Authorize your site.

Module and Layout:

Users can select the module & layout of the Zoho CRM from the integration settings where they need to push submission data including custom module.

[Note :Users can select all the modules & layouts for the pro version.]

Fields Mapping

To synchronize with the Zoho CRM interface with WP form, mapping is a mandatory feature. Mapping all the WP Form fields with the related Zoho CRM fields makes sure that all the form submission data will be shown perfectly on your CRM account. Apart from mapping all the necessary fields, users can send custom value to any Zoho CRM fields if they want.

Integration wp form with zoho crm Field Mapping

Actions

WP Form integration with Zoho CRM has 8 addition actions which helps user to control the data submission as well as to track their leads/Contacts more preciously on CRM account. The actions available are:

1. Workflow : Select this option to trigger the Zoho CRM workflow to relevant the selected module. If you didn’t select this option Zoho CRM workflow to relevant the selected module doesn’t work. 2. Attachment : To Select this option you can send file upload field data to Zoho CRM related list Attachments. You can also send file upload field data to Zoho CRM via normal field mapping. Please select the CRM file upload field from the drop-down which you want to send data. 3. Approval list : To Select this option you can send file upload field data to Zoho CRM related list Attachments. You can also send file upload field data to Zoho CRM via normal field mapping. Please select the CRM file upload field from the drop-down which you want to send data. 4. BluePrint : Select this option to trigger the Zoho CRM blueprint to relevant the selected module. If you didn’t select this option Zoho CRM blueprint to relevant the selected module doesn’t work. 5. GCLID : Sends the click id of Google ads to Zoho CRM. 6. Upsert Record : Upon selecting the option YES, if a record with the identical value exists in Zoho CRM, it will be updated with the new values. If you select NO, a new record will be created in Zoho CRM. You can arrange fields in the order in which upsert should happen.

Here’s how upsert works:

For example, you arrange the Email field before the Company field. When a form is submitted with the Company as Bitcode and Email as [email protected]

a. First, it’s checked if the email [email protected] exists in the CRM. If it does, then the mapped fields get updated to the record associated with that email address. b. In case of the email address [email protected] doesn’t exist in your CRM, it’s checked if Bitcode exists under Company. If it does, then the mapped fields get updated to the record associated with that company name. c. If none of the field values exists, then a new record with all the mapped details is created under the mapped CRM module

7. Assignment Rule : When you choose this option, Assignment Rules defined in Zoho CRM can be triggered when form entries are added to a CRM module. Please select the assignment rule from the drop-down which you want to trigger. 8. Tag records : When you choose this option, you can add a tag to the records that are pushed to Zoho CRM. It helps you to search for records in CRM by tag. There has a list of tag records in the dropdown. You can use Zoho CRM by default tag, form fields also can add a custom tag. 9. Record owner : Select this option you can set a record owner of the sent record.

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