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Integration for Zoho CRM with AnyForm

开发者 plugcrux
padmadev
更新时间 2025年2月23日 13:44
PHP版本: 7.0 及以上
WordPress版本: 6.7
版权: GPLv2 or later
版权网址: 版权信息

标签

zoho crm integration zoho bigin integration contact form 7 zoho integration gravity forms zoho integration elementor form zoho integration

下载

1.0.0 1.0.2 1.0.3 1.0.1

详情介绍:

安装:

  1. Download the plugin file here.
  2. Go to PluginsAdd New in your WordPress admin area.
  3. Search for 'Integrazo' (or upload the file if already downloaded).
  4. Find the plugin and click 'Install Now', then click 'Activate'.
  5. Navigate to the newly added 'Plugin' menu.
  6. Click 'Add Account' to connect your account.

屏幕截图:

  • **Step 2:** Choose **Service** (Zoho CRM or Bigin) and **Data Center**.
  • **Step 3:** Click **Add Integration** to map your form to Zoho CRM.
  • **Step 4:** Select **Form, Account, and Module**, then configure field mapping with advanced options.
  • **Step 5:** Analyze and **resync failed records** if any submission fails.
  • **Step 6:** Set up **email notifications and data cleanup** preferences.

常见问题:

Which WordPress forms does this plugin support?

This plugin seamlessly integrates with multiple WordPress form builders to automate lead capture and sync submissions to Zoho CRM and Zoho Bigin. The supported forms include:

Need support for additional forms? Submit a request via our Feature Request page or contact us through the Support Form.

How to connect Contact Form 7 with Zoho CRM and Zoho Bigin?

To set up Contact Form 7 integration with Zoho CRM and Zoho Bigin, follow these steps:

  • Open the plugin settings and go to the Setup tab
  • Select Contact Form 7 as your form type
  • Choose a Zoho CRM module (Leads, Contacts, etc.) or a Zoho Bigin pipeline
  • Map your form fields to Zoho CRM or Zoho Bigin fields
  • Click Save Integration to enable automatic syncing
Now, all Contact Form 7 form submissions will be automatically sent to Zoho CRM and Zoho Bigin.

How to integrate WPForms with Zoho CRM and Zoho Bigin?

To enable WPForms integration with Zoho CRM and Zoho Bigin, follow these steps:

  • Open the plugin and go to Setup
  • Select WPForms as your form type
  • Choose the Zoho CRM module (Leads, Contacts, or Tickets) or Zoho Bigin pipeline
  • Map your WPForms fields to the Zoho CRM or Zoho Bigin fields
  • Save the settings to activate real-time WPForms submission sync

Can I sync Elementor Forms with Zoho CRM and Zoho Bigin?

Yes, Elementor Forms integration with Zoho CRM and Zoho Bigin is supported. To configure:

  • Open the plugin settings and go to Setup
  • Select Elementor Forms as your form type
  • Map Elementor Forms fields to Zoho CRM or Zoho Bigin fields
  • Click Save to activate Elementor form submission sync
All Elementor Forms submissions will now be automatically sent to Zoho CRM and Zoho Bigin.

How does Gravity Forms integrate with Zoho CRM and Zoho Bigin?

To enable Gravity Forms integration with Zoho CRM and Zoho Bigin, follow these steps:

  • Navigate to the Setup tab in the plugin
  • Select Gravity Forms as your form type
  • Choose a Zoho CRM module or Zoho Bigin pipeline
  • Map Gravity Forms fields to Zoho CRM and Zoho Bigin fields
  • Click Save Integration to activate Gravity Forms automation with Zoho CRM

What happens if a form submission fails to reach Zoho CRM or Zoho Bigin?

If a submission fails, it will be logged in the Error Logs section. You can:

  • View the Zoho CRM and Zoho Bigin error message
  • Identify the Zoho API issue causing the failure
  • Use the resync option to retry sending failed records

Does this plugin support advanced field mapping for Zoho CRM and Zoho Bigin?

Yes, this plugin includes advanced field mapping with custom field support for Zoho CRM and Zoho Bigin. You can:

  • Map WordPress form fields to Zoho CRM custom fields and Bigin fields
  • Apply dynamic field mapping rules for Zoho CRM integration
  • Ensure structured data transfer with accurate field matching

Can I send file attachments from WordPress forms to Zoho CRM and Zoho Bigin?

Yes, file uploads from WordPress forms to Zoho CRM and Zoho Bigin are supported in the premium version. You can:

  • Send file attachments from Contact Form 7, WPForms, Gravity Forms, Elementor Forms, and Formidable Forms
  • Attach files directly to Zoho CRM records and Zoho Bigin

Is real-time sync available for Zoho CRM and Zoho Bigin?

Yes, the plugin enables real-time syncing between WordPress forms and Zoho CRM or Zoho Bigin to ensure instant lead capturing.

Does this plugin support conditional logic for form submissions?

Yes, this plugin includes conditional logic for Zoho CRM and Bigin form automation. You can:

  • Set rules to control when form submissions are sent to Zoho CRM and Zoho Bigin
  • Apply filters and conditions for lead segmentation

How do I troubleshoot Zoho CRM or Zoho Bigin integration issues?

If you face issues with Zoho CRM integration or Zoho Bigin connection, follow these steps:

  • Check your Zoho API credentials and re-authenticate if needed
  • Verify that form fields are mapped correctly in the integration settings
  • Review the error logs to find failure reasons
  • Ensure your Zoho API rate limits are not exceeded
  • Contact our Support Team for assistance

Is a Zoho CRM or Zoho Bigin account required to use this plugin?

Yes, an active Zoho CRM or Zoho Bigin account is required to sync WordPress forms with Zoho.

How secure is the data transfer between WordPress and Zoho?

This plugin follows strong security protocols to protect Zoho CRM and Zoho Bigin data, including:

  • OAuth 2.0 authentication for secure API access
  • Encrypted API requests to prevent data breaches
  • GDPR compliance for WordPress form security and privacy

更新日志:

1.0.0 1.0.1 1.0.2 1.0.3