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FormBridge for Zoho

开发者 kaderoishi
更新时间 2026年10月25日 14:00
PHP版本: 7.4 及以上
WordPress版本: 7.1
版权: GPLv2 or later
版权网址: 版权信息

标签

contact form crm zoho form integration zoho crm

下载

1.0.0 1.1.0 1.1.1

详情介绍:

🔗 Useful Links 🚀 Docs | 🚀 Support | 🚀 Support Email | 🚀 Video Tutorials | 🚀 Facebook Group | 🚀 Upgrade to Pro FormBridge for Zoho links the forms you already have to the Zoho apps you already use. When a visitor submits a form, the values you mapped are sent to the Zoho service configured for that form and a record is created in your Zoho account. Each form is configured on its own, in one place. One form can create a lead in Zoho CRM, another a contact in Bigin, another a customer in Zoho Books, another a ticket in Zoho Desk, and another can subscribe someone to a Zoho Campaigns or Marketing Automation mailing list, with different forms pointing at different Zoho accounts, organizations and data centers if that is what you need. What it covers The optional Pro add-on Everything described above is part of this plugin and stays free. There is also a paid add-on, FormBridge for Zoho Pro, which widens where a record can come from and which Zoho app it can go to. Its triggers appear here as locked tiles on the trigger step, so you can see what they cover before deciding; nothing is locked on a site that already has the add-on, and nothing above needs it. Details are at techwavesolutions.net/formbridge-for-zoho. The add-on requires this plugin. Disclaimer FormBridge for Zoho is an independent third-party plugin developed by Techwave Solutions and is not affiliated with, endorsed by, or sponsored by Zoho Corporation Pvt. Ltd. "Zoho", "Zoho CRM", "Bigin", "Zoho Books", "Zoho Desk", "Zoho Campaigns" and "Zoho Marketing Automation" are trademarks of Zoho Corporation Pvt. Ltd. All other product names referenced here (including Elementor, Contact Form 7, WPForms, Gravity Forms, Ninja Forms, Fluent Forms, Formidable Forms, Forminator, Happy Forms and SureForms) are trademarks of their respective owners and are used only to describe which form plugins this plugin can read submissions from. Using FormBridge for Zoho requires your own Zoho account, which is subject to Zoho's terms and pricing. How mapping works All mapping is done in the WordPress admin under FormBridge → All Feeds, not inside any form plugin's own editor. You create a feed: pick the form plugin, pick the form by name, then choose the Zoho app, account, organization (where the app needs one) and module, and map each Zoho field to a form field or a static value. To find the exact Zoho API names, open FormBridge → Connections and use the Modules & fields button for that account.

安装:

  1. Upload the plugin folder to /wp-content/plugins/, or install the zip from Plugins → Add New → Upload Plugin.
  2. Activate the plugin.
  3. In your Zoho API console (https://api-console.zoho.com), create a Server-based Application. Set the Authorized Redirect URI to the value shown on the plugin's Connections tab.
  4. Copy the Client ID and Client Secret.
  5. In wp-admin go to FormBridge → Connections → Create Connection: pick your data center, paste the Client ID and Secret, and tick the Zoho app(s) this account will actually send to. Then connect and approve access on Zoho's own consent screen.
  6. For Elementor: edit your form and, under Form settings → Additional Options, set a unique Form Name, then save the page. For every other supported plugin the form's own title is used, so no extra setup is needed. Either way, no submit action needs to be added, because the plugin listens for submissions itself.
  7. Go to FormBridge → All Feeds → Add New Feed. Choose the form plugin, pick the form, choose the Zoho app, account, organization and module, map your fields, and save the feed. New submissions are sent from then on.

屏幕截图:

  • Choosing the trigger. Pick the form plugin from the tiles, then pick the form itself on the next step from a dropdown read out of your saved forms, with no form ID to look up, and no editing inside the form plugin.
  • Field mapping. Each Zoho field is matched to a form field or a fixed static value. Both lists load automatically: the Zoho fields from the module you chose, the form fields from the form you chose.
  • The Connections tab. Connect more than one Zoho account, each with its own data centre, and see at a glance which Zoho apps each one is authorized for.
  • Creating a connection. Paste the Client ID and Secret from your Zoho API console, tick only the apps you need, and approve on Zoho's own consent screen. Secrets are encrypted before they are stored.
  • The Logs tab. Every delivery is recorded (success, failure, or suppressed) with the exact data sent, a link straight to the record in Zoho, and one-click resubmit. New entries appear live.
  • The Settings tab. Logging, submitted-value storage, automatic log cleanup, failure email alerts, and full data erasure on uninstall, grouped by what they affect.

升级注意事项:

1.1.1 A link change only: "Upgrade to Pro" now opens the plan list on the subscription site instead of the product page. Nothing else in the plugin changes. 1.1.0 Renamed to FormBridge for Zoho, with rebuilt admin screens, a four-step feed editor, a Dashboard, and file uploads sent to Zoho. Feeds, connections and settings carry over; no reconnection needed. Note: log entries are now kept until you delete them, with automatic deletion opt-in.

常见问题:

Which form plugins are supported?

Elementor Pro Forms, Contact Form 7, WPForms, Gravity Forms, Ninja Forms, Fluent Forms, Formidable Forms, Forminator, Happy Forms and SureForms. Pick one source per feed; you only need the form plugin you actually use.

Which Zoho apps are supported?

Zoho CRM, Zoho Bigin, Zoho Books, Zoho Desk, Zoho Campaigns and Zoho Marketing Automation. More Zoho apps come with the optional Pro add-on; see below.

Is there a paid version?

Yes, an optional add-on called FormBridge for Zoho Pro. This plugin is complete on its own: every form plugin, Zoho app and feature listed on this page works without the add-on and always will. The add-on adds further triggers (WooCommerce, MemberPress, LearnDash, the booking plugins, Divi, an action hook for your own code, and others), further Zoho apps (FSM, People, Creator, Recruit, Projects, Sheet, Sign, Analytics, Cliq, Inventory, SalesIQ, Flow and ServiceDesk Plus Cloud), conditional logic per feed, and a Webhook destination for a URL that is not Zoho. Those triggers show here as locked tiles so you can see what they are; they are not locked on a site that has the add-on.

Do I need Elementor Pro?

Only if you want to use Elementor forms as a feed's source. Any of the other supported plugins works without it.

Which permissions does the plugin ask Zoho for?

Only the ones needed by the app(s) you tick when creating the connection: CRM permissions if you picked CRM, Desk permissions if you picked Desk, and so on. Nothing is pre-selected, and no app you did not pick is requested. You can widen a connection's access later with Edit access on the Connections tab, which re-runs Zoho's consent screen for the updated list.

Which data centers are supported?

All of them: US, EU, India, Australia, Japan, Canada, Saudi Arabia and China. You choose the data center per connected account and the correct endpoints are used automatically.

Where are my tokens stored?

Refresh tokens and client secrets are encrypted (AES-256-GCM) before being saved in your WordPress database, using a key derived from a per-site secret and your AUTH_KEY salt. Access tokens are short-lived and cached as transients. The plugin refuses to save credentials on a server without the OpenSSL extension rather than storing them unencrypted.

What happens if a request to Zoho fails?

A failure that looks temporary (a network problem, a rate limit, Zoho briefly unavailable) is retried in the background a few times with an increasing delay. A failure that will never succeed on a retry (a rejected value, a bad mapping, a missing required field) is recorded immediately instead. Either way the outcome ends up on the Logs screen, and a form2zoho_submission_failed action fires when a submission is given up on.

Is form data stored on my site?

Only if you ask for it. Store submitted values in the log is off by default: log entries then record the submitted field names but never their contents. Turning it on stores the values too, which is what makes the Logs screen's one-click Resubmit possible, and means whatever your forms collect, including personal data, is kept in the log table until those entries are deleted, by hand or by Delete log entries automatically (off by default). Separately, a submission awaiting an automatic retry is held briefly in a transient (see External services above). Access tokens, refresh tokens and client secrets are always redacted from logs.

My submission did not reach Zoho. What do I check?

Make sure the form has a name and that a feed points at that exact form (pick it from the dropdown). Then open FormBridge → Logs and look for the entry. The error text there is the reason Zoho gave.

How do I remove everything the plugin created?

Turn on Erase all plugin data when the plugin is deleted under FormBridge → Settings, then delete the plugin from the Plugins screen. That drops the log table and removes every option, connection, feed and cached token belonging to this plugin, and nothing else. The setting is off by default so an accidental deactivate-and-reinstall does not destroy your setup. Deactivating alone never deletes anything; it only stops scheduled work.

更新日志:

1.1.1 - 25 October 2026 1.1.0 - 15 October 2026 The plugin is now called FormBridge for Zoho, and the admin screens have been rebuilt around it. Your feeds, connections, logs and settings are untouched and no reconnection is needed; the menu is now FormBridge, so anywhere older documentation says Techwave Sync, look for FormBridge instead. 1.0.0 - 3 August 2026 Initial release.