Integration for Zoho CRM and Zoho Bigin - Contact Form 7, WPForms, Elementor, Gravity Forms and More

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

• Contact Form 7 — most popular free form plugin
• WPForms — beginner-friendly drag and drop forms
• Elementor Forms — forms built inside Elementor page builder
• Gravity Forms — advanced WordPress forms
• Formidable Forms — powerful form builder with calculations

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

1. A visitor submits a form on your WordPress site
2. The plugin receives the submission instantly
3. It maps each form field to the corresponding Zoho CRM or Bigin field
4. It creates or updates the record in Zoho via the API
5. 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

Automatic installation

1. Go to Plugins > Add New in your WordPress dashboard.
2. Search for Integrazo or Zoho CRM Contact Form 7.
3. Click Install Now and then Activate.
4. Go to the plugin settings to connect your Zoho account.

Manual installation

1. Download the plugin ZIP file.
2. Go to Plugins > Add New > Upload Plugin.
3. Upload the ZIP and click Activate.
4. Go to the plugin settings and complete the setup.

1.0.17

• Security: Hardened admin AJAX endpoints with proper capability checks across all handlers.
• Security: Fixed path traversal vulnerability in admin tab routing with strict allowlist validation.
• Security: Added nonce verification to OAuth callback handler.
• Security: Replaced innerHTML assignment with DOM-safe escaping to prevent XSS.
• Security: Improved input sanitization and output escaping across admin views.
• Added: Help dropdown in admin header for quick support access.
• Added: Deactivation feedback popup.
• Improved: Minor UI and code quality improvements.
• Checked: Tested and confirmed compatible with WordPress 7.0.

1.0.16

• Security: Added ABSPATH check to prevent direct file access across missing files.
• Fixed: License expiry notice now displays correctly for all expired licenses, regardless of how long ago the license expired.

1.0.15

• Added: Extended module support for Zoho CRM — all available modules are now supported including Contacts, Accounts, Leads, Deals, Vendors, Campaigns, Price Books, Products, Cases, Solutions, Quotes, Sales Orders, Purchase Orders, Invoices, Activities, Tasks, Events, Calls, Projects, Notes, and Attachments.
• Added: Extended module support for Zoho Bigin — all available modules are now supported including Pipelines (Deals), Contacts, Companies, Products, Activities, Events, Tasks, Calls, and Notes.
• Added: Custom modules support — custom modules created in Zoho CRM are now listed and available for field mapping (requires Pro).
• Added: Picklist allowed values helper — when a Zoho picklist field is selected in field mapping, an info icon appears showing all allowed values with click-to-copy support for easy custom value entry.

1.0.14

• Improved: Readme content clarity and wording for better understanding of supported forms and Zoho integrations.
• Updated: Short description to clearly mention support for other form submissions.
• Improved: Minor UI text refinements across admin pages.

1.0.13

• Changed: Replaced transient-based account authentication storage with WordPress options for improved reliability.
• Improved: Account authentication flow stability during Zoho OAuth redirects.
• Improved: Better handling of authentication errors and session recovery.
• Improved: Data sanitization and validation in the Accounts and Setup pages.
• Fixed: Edge cases where account data could be lost during browser refresh or delayed redirects.
• Checked: Fully tested with WordPress 6.9 and PHP 8.x.

1.0.12

• Checked: Plugin tested and confirmed compatible with WordPress 6.9.
• Updated: "Tested up to" value updated to 6.9 in readme.txt.

1.0.11

• Added: Deactivation Alert Email feature with automatic email notification when the plugin is deactivated.
• Added: Settings option to enable or disable deactivation alert and specify notification email addresses.
• Added: Professional email template informing users that Zoho CRM and Zoho Bigin integrations will stop working after deactivation.
• Improved: User experience by providing warnings for licensed users to reactivate plugin, re-enable integrations, and validate license key after reactivation.
• Fixed: Minor UI spacing improvements in the Settings sections.

1.0.10

• Fixed: Elementor free version form submissions not working.
• Changed: Removed cache-based account loading for more reliable performance.

1.0.9

• Changed: Updated Elementor Forms integration flow.
• Improved: Field mapping experience for Elementor Forms.
• Added: Dismissible admin notice reminding users to reconfigure Elementor Forms after update.

1.0.8

• Added: FAQ entry about disabling individual integrations.
• Fixed: All known error notices reported by WordPress debug logs.
• Checked: Tested with WordPress 6.8.

1.0.7

• Fixed: Elementor Forms field-loading issue.

1.0.6

• Added: Improved validation and sanitization.
• Fixed: Issue causing a blank page when selecting a list.

1.0.5

• Added: Compatibility with WordPress 6.8.
• Fixed: Removed unnecessary use of $wpdb->prepare() for static table names.
• Fixed: i18n issue by removing an empty __() string in get_columns().

1.0.4

• Verified: Compatibility with WordPress 6.7.2.
• Updated: Applied recent Zoho API changes.
• Improved: User interface refinements.

1.0.3

• Added: Additional documentation screenshots.

1.0.2

• Improved: Security by validating plugin page URLs in the account section.
• Expanded: FAQ section with more detailed answers.
• Updated: Documentation for clarity.

1.0.1

• Added: Basic review and feedback section in the plugin.

1.0.0

• Initial release with:
• Support for Contact Form 7, Gravity Forms, WPForms, Elementor Forms, and Formidable Forms.
• Error logging and resync options for failed submissions.
• Email notifications for integration failures.