Integration for Zoho CRM and Zoho Bigin
| 开发者 |
plugcrux
padmadev integrazo |
|---|---|
| 更新时间 | 2025年12月23日 19:03 |
| PHP版本: | 7.0 及以上 |
| WordPress版本: | 6.9 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
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.
Supported form plugins:
https://www.youtube.com/watch?v=ZWZcZjgKJ-Q
安装:
Automatic installation
- Go to Plugins > Add New in your WordPress dashboard.
- In the search bar, type Integrazo and locate this plugin.
- Click Install and then Activate.
- Go to plugin settings to connect your Zoho account and start syncing. Manual installation
- Upload the plugin ZIP file via Plugins > Add New > Upload Plugin.
- Activate the plugin.
- Go to plugin settings and complete the setup.
屏幕截图:
常见问题:
Which WordPress form plugins does this support?
This plugin currently supports:
- Contact Form 7
- WPForms
- Elementor Forms
- Gravity Forms
- Formidable Forms
How do I integrate Contact Form 7 with Zoho CRM or Zoho Bigin?
- Open the plugin and go to the Setup tab.
- Choose Contact Form 7 as the form type.
- Select the Zoho product (Zoho CRM or Zoho Bigin).
- Choose the module (Leads, Contacts, Deals, and so on).
- Map the Contact Form 7 fields to Zoho fields.
- Save the integration.
How do I integrate WPForms with Zoho CRM or Zoho Bigin?
- Go to the plugin’s Setup section.
- Select WPForms as the form type.
- Choose Zoho CRM or Zoho Bigin and select a module.
- Map WPForms fields to Zoho fields.
- Save the integration.
What happens if a submission fails to reach Zoho?
Failed submissions are:
- Recorded in the Logs section
- Shown with the error message returned by Zoho
- Available for manual or bulk resync, where supported
Can I send file attachments to Zoho?
For supported form plugins and modules, file uploads can be sent to Zoho and attached to the corresponding record. Availability of this feature depends on the module and your Zoho configuration.
Is real-time sync supported?
Yes. Form entries are sent to Zoho CRM or Zoho Bigin immediately after submission, subject to API availability and configuration.
Does the plugin support conditional logic?
Yes. You can configure rules that determine when submissions are sent to Zoho based on field values or other conditions.
How can I troubleshoot integration issues?
If records are not being created as expected:
- Re-authenticate your Zoho account, if needed.
- Check that required fields are mapped correctly.
- Review the Logs page for error messages.
- Verify Zoho API limits and account-level restrictions.
- Contact support if the issue continues:\ https://integrazo.com/pages/contact
Do I need a Zoho account to use this plugin?
Yes. You need an active Zoho CRM or Zoho Bigin account to send data from your WordPress site to Zoho.
Is data transfer secure between WordPress and Zoho?
The plugin uses:
- OAuth 2.0 for authentication
- Communication over HTTPS (provided your site and Zoho endpoints use HTTPS)
Are additional integrations planned?
We plan to extend support for more WordPress form plugins and additional Zoho features in future releases. Updates will be announced in the changelog.
Can I temporarily disable an integration?
Yes. Each integration can be enabled or disabled from the Setup page. Disabling an integration keeps its configuration but stops new submissions from being sent to Zoho.
更新日志:
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.
- Checked: Plugin tested and confirmed compatible with WordPress 6.9
- Updated: "Tested up to" value updated to 6.9 in readme.txt
- Added: Deactivation Alert Email feature with automatic email notification when the plugin is deactivated.
- Added: Settings option to enable/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.
- Fixed: Elementor free version form submissions not working.
- Changed: Removed cache-based account loading for more reliable performance.
- 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.
- Added: FAQ entry about disabling individual integrations.
- Fixed: All known error notices reported by WordPress debug logs.
- Checked: Tested with WordPress 6.8.
- Fixed: Elementor Forms field-loading issue.
- Added: Improved validation and sanitization.
- Fixed: Issue causing a blank page when selecting a list.
- 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 inget_columns().
- Verified: Compatibility with WordPress 6.7.2.
- Updated: Applied recent Zoho API changes.
- Improved: User interface refinements.
- Added: Additional documentation screenshots.
- Improved: Security by validating plugin page URLs in the account section.
- Expanded: FAQ section with more detailed answers.
- Updated: Documentation for clarity.
- Added: Basic review and feedback section in the plugin.
- 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.