PenguinPeak CRM Sync for Zoho
| 开发者 |
penguinpeak
babaphp |
|---|---|
| 更新时间 | 2026年7月13日 17:45 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.0 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
PenguinPeak CRM Sync for Zoho is a powerful WordPress plugin that manages Zoho OAuth connections across multiple environments (local, development, staging, production). It supports multiple Zoho products including CRM, Books, Inventory, Desk, and Creator.
Key Features
- Multi-Environment Support — Manage separate OAuth credentials for local, development, staging, and production environments.
- Multiple Zoho Products — CRM, Books, Inventory, Desk, Creator — authorize one or all.
- Dynamic Field Mapping — Field API names are discovered dynamically from Zoho metadata (no hardcoded fields).
- User Sync — Sync WordPress users to Zoho CRM Contacts with full field mapping, progress tracking, and bulk operations.
- Form-to-Lead — Automatically create Zoho Leads from form submissions. Supports Contact Form 7, Gravity Forms, WPForms, and more via pluggable adapters.
- Secure OAuth Flow — Authorization code replay prevention, persistent redirect URI tracking, and region-aware token exchange.
- Admin Dashboard — Connections management, setup wizard, settings with system info, debug log viewer, and sync UI.
- Lead Log — View all form-to-lead submissions with detailed field mapping, status, and error messages.
- Import/Export — Export and import connection settings between environments.
- WP-CLI Support — Manage connections via command line (documentation included).
- Zoho CRM
- Zoho Books
- Zoho Inventory
- Zoho Desk
- Zoho Creator
- Contact Form 7
- Gravity Forms
- WPForms
- Extensible via
penguinpeak_crm_sync_map_form_fieldfilter for any form plugin
安装:
- Upload the
penguinpeak-crm-syncfolder to/wp-content/plugins/. - Activate the plugin through the Plugins screen in WordPress.
- Go to the new CRM Sync menu in the admin sidebar.
- Click Add New Connection and enter your Zoho Client ID and Client Secret from the Zoho API Console.
- Use the Setup Wizard for guided configuration.
- Click Connect to authorize the plugin with Zoho.
屏幕截图:
常见问题:
Do I need a Zoho API Console account?
Yes. You need to create an OAuth client in the Zoho API Console (https://api-console.zoho.com/) to obtain your Client ID and Client Secret.
Can I use different credentials for different environments?
Yes. Each connection has an environment field (Local, Development, Staging, Production). You can create separate connections with different credentials for each environment.
Does the plugin support custom Zoho fields?
Yes. Field API names are dynamically fetched from Zoho metadata, so both standard and custom fields are supported automatically.
Is the plugin translation-ready?
Yes. The plugin includes a .pot file in /languages/ and uses WordPress i18n functions throughout.
更新日志:
1.0.1
- Rebranded to PenguinPeak CRM Sync for Zoho.
- Updated text domain to penguinpeak-crm-sync.
- Improved security and sanitization.
- Initial release.
- Multi-environment OAuth connection manager.
- User-to-Contact sync with batch operations.
- Form-to-Lead sync with pluggable form plugin support.
- Dynamic field metadata discovery.
- Secure OAuth with replay prevention.
- Admin dashboard with system info and debug log.
- Lead activity log.
- Import/export connections.