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.
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.]
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.
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:
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