This plugin sends form submissions from Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms to Zoho CRM and Zoho Bigin.
When a user submits a form, the plugin can create or update records—such as leads, contacts, or deals—in your Zoho CRM or Zoho Bigin account. This helps reduce manual data entry and keeps your CRM data consistent with your website forms.
Why Use This Plugin?
- Stop copying form data manually into Zoho
- Instantly create Leads, Contacts, Deals, or Pipeline records from form submissions
- Works with the most popular WordPress form plugins
- Supports all major Zoho CRM modules and all Zoho Bigin modules including Pipelines
- No coding or API knowledge required
Supported WordPress Form Plugins
Supported Zoho CRM Modules
Send form data to any Zoho CRM module:
- Leads — capture website leads directly into Zoho CRM
- Contacts — create or update contact records
- Accounts — sync company or organization data
- Deals/Pipelines — push deal information from forms
- Vendors, Campaigns, Price Books, Products
- Cases, Solutions
- Quotes, Sales Orders, Purchase Orders, Invoices
- Activities, Tasks, Events, Calls
- Projects, Notes, Attachments
- Custom Modules — sync data to any custom module you have created in Zoho CRM
Supported Zoho Bigin Modules
Send form data to any Zoho Bigin module:
- Pipelines — create new pipeline records (deals) in Zoho Bigin directly from form submissions
- Contacts — add or update contact records in Bigin
- Companies — sync company data from forms
- Products — push product information
- Activities, Tasks, Events, Calls, Notes
Zoho Bigin Pipelines: If you use Zoho Bigin to manage your sales pipeline, this plugin lets you automatically add new pipeline entries whenever a form is submitted — perfect for lead capture forms, quote request forms, or any form that starts a sales process.
How It Works
- A visitor submits a form on your WordPress site
- The plugin receives the submission instantly
- It maps each form field to the corresponding Zoho CRM or Bigin field
- It creates or updates the record in Zoho via the API
- The result is logged — success or failure — so you always know what happened
Key Features
- Real-time sync — form submissions are sent to Zoho immediately
- All major modules — Leads, Contacts, Deals, Pipelines, and more
- Flexible field mapping — map any form field to any Zoho field
- Custom values — send fixed text or dynamic values to Zoho fields
- System field mapping — automatically send page URL, submission time, and more
- Duplicate handling — choose to add, skip, or update existing records
- Primary key support — match records by email, phone, or any unique field
- Conditional logic (filter criteria) — only sync when specific conditions are met
- Picklist helper — see allowed values for Zoho picklist fields and copy them with one click
- Notes field — attach a note to every record created in Zoho
- File attachments — upload form file fields to Zoho record attachments
- Tag support — add tags to Zoho records from form submissions
- Detailed logs — view every submission with status, request data, and Zoho response
- Resync — manually resync failed records from the Logs page
- Email notifications — get notified when a record fails to sync
- Multiple accounts — connect more than one Zoho account
- Enable or disable integrations — pause any integration without deleting it
Picklist Allowed Values Helper
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 — then paste it as a custom value in your field mapping. This prevents errors caused by sending values that Zoho does not accept.
Duplicate Record Handling
Choose what happens when a matching record already exists in Zoho:
- Add (ignore if exists) — always create a new record
- Skip if exists — do not create if a matching record is found (Pro)
- Add or update — create if new, update if exists (Pro)
- Update only — only update existing records, never create (Pro)
Filter Criteria (Conditional Logic)
Control when form submissions are sent to Zoho. For example:
- Only sync if the user selects "Yes" to a question
- Only send to Zoho if the form includes a valid email
- Filter by dropdown selection, checkbox value, or any field
https://www.youtube.com/watch?v=ZWZcZjgKJ-Q