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Integrazo Flow – Automate with AI, Send Data to CRM, Google Sheets and More

开发者 plugcrux
integrazo
padmadev
更新时间 2026年7月25日 14:25
PHP版本: 7.0 及以上
WordPress版本: 7.0
版权: GPLv2 or later
版权网址: 版权信息

标签

crm automation workflow form integration google sheets

下载

1.0.0

详情介绍:

Integrazo Flow is a visual, no-code workflow automation plugin for WordPress. Connect your favorite form plugins, WooCommerce, and user events to Zoho CRM, Zoho Bigin, and Google Sheets — and build powerful automations with a drag-and-step flow editor. No developer, no Zapier subscription, no code required. When a visitor submits a form (or a WooCommerce order is placed, or a user registers), Integrazo Flow automatically sends the data where you need it — creating CRM records or adding rows to a spreadsheet in real time. Add Filter conditions to control when a flow runs and Delay steps to pace your automations. Everything runs directly between your WordPress site and the destination app. Your form data is never stored on our servers, and all connection credentials are encrypted in your database. Why Integrazo Flow? Supported Triggers (form & WordPress sources) Integrazo Flow starts a workflow from any of these: Supported Actions (destination apps) Send your data to: Flow Steps AI Agents (optional, bring-your-own-key) Connect your own Google Gemini, OpenAI, or Anthropic Claude API key to unlock AI helpers in the flow editor: Your API key is stored securely in your site and is only used for these editor features. Key Features Integrazo Flow turns your WordPress forms into a genuine marketing and CRM automation engine — capture leads, sync customers, back up submissions to a spreadsheet, and keep your team’s tools in sync automatically.

安装:

Automatic installation
  1. Go to Plugins > Add New in your WordPress dashboard.
  2. Search for Integrazo Flow.
  3. Click Install Now, then Activate.
  4. Open Integrazo Flow in the admin menu to get started.
Manual installation
  1. Download the plugin ZIP file.
  2. Go to Plugins > Add New > Upload Plugin.
  3. Upload the ZIP and click Install Now.
  4. Activate the plugin.
  5. Open Integrazo Flow in the admin menu to get started.
Create your first flow
  1. Go to Integrazo Flow > My Flows and click New Flow.
  2. Choose a trigger (for example, Contact Form 7) and select your form.
  3. (Optional) Add a Filter or Delay step.
  4. Add an Action (for example, Zoho CRM) and connect your account.
  5. Map your form fields to the app fields.
  6. Click Publish — every matching submission now syncs automatically.

屏幕截图:

  • Choose from popular form and WooCommerce triggers
  • Choose your destination — Zoho CRM, Zoho Bigin, Google Sheets and more
  • Example flow: Contact Form 7 to Google Sheets, live and active
  • Optional AI Agents — connect Gemini, OpenAI or Claude

升级注意事项:

1.0.0 Initial release of Integrazo Flow.

常见问题:

Which form plugins does Integrazo Flow support?

Integrazo Flow supports 20 triggers: Contact Form 7, WPForms, Gravity Forms, Ninja Forms, Formidable Forms, Fluent Forms, Forminator, Everest Forms, Elementor Forms, Kali Forms, MetForm, NEX-Forms, SureForms, weForms, HappyForms, ARForms, JetFormBuilder, WS Form, WooCommerce, and WordPress Users. You only need the form plugins you actually use installed and active.

Which apps can I send data to?

The current release supports Zoho CRM, Zoho Bigin, and Google Sheets. More apps are planned for future updates.

Do I need a Zoho account to use the plugin?

You need a Zoho CRM or Zoho Bigin account only if you want to use those actions. Google Sheets requires a Google account. You can use Integrazo Flow with any single app.

Is Integrazo Flow really no-code?

Yes. You build every automation visually in the flow editor by adding trigger, filter, delay, and action steps. No coding is required at any point.

How does the Zoho OAuth connection work?

Integrazo Flow uses Zoho’s official OAuth 2.0 authentication. During authorization, an Integrazo relay at https://integrazo.com/zoho_callback forwards the authorization code from Zoho to your WordPress site (this relay is required because Zoho OAuth needs a fixed registered redirect URI). No data is stored on Integrazo servers, and your tokens are encrypted in your own database.

What happens if a submission fails to sync?

Every run is recorded in Sync Logs with its status and the full error message. Failed runs can be resynced with one click, so no lead is lost.

Can I control when a flow runs?

Yes. Add a Filter step with one or more conditions (using AND/OR logic and operators such as equals, contains, starts with, greater than, or is empty) so the flow only continues when your rules are met.

Can I delay an automation?

Yes. Add a Delay step to wait a set number of minutes before the next step runs. Delays rely on WP-Cron; if WP-Cron is disabled on your site, the next step runs immediately instead of waiting, and the flow never stalls.

Do I need an AI API key?

No. AI Agents are completely optional. They add convenience features (auto field mapping and AI-generated test data) using your own Gemini, OpenAI, or Claude API key. Every core feature works without any AI key.

Is my data secure and private?

Yes. Form data is sent directly from your site to your connected app — it is never stored on Integrazo servers. All connection credentials are encrypted using AES-256-CBC with a site-specific key.

Does it work on WordPress multisite?

Yes, Integrazo Flow is compatible with WordPress multisite installations.

Is there a Pro version?

Yes. The free plugin includes all triggers, filters, delays, Google Sheets, and creating Contacts in Zoho CRM and Zoho Bigin. Pro unlocks additional CRM modules (Leads, Accounts, Deals, and more) and extended/custom field mapping.

更新日志:

1.0.0