How to Send WPForms Submissions to Zoho CRM

Zoho CRM is a CRM that helps you manage contacts and track interactions. Every WPForms submission should flow into Zoho CRM without manual effort. This guide shows how to set that up in five minutes.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to Zoho CRM. No task meter, no monthly bill.

What you will need

• A WordPress site with WPForms installed and at least one form.
• A Zoho CRM account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Zoho CRM to AFI

Zoho CRM uses OAuth 2.0 for authentication. In AFI → Settings → Zoho CRM, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it WPForms to Zoho CRM.

2. Pick your trigger

Select WPForms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Zoho CRM as the destination

Choose Zoho CRM from the platform dropdown and pick Add Lead. This creates a lead in Zoho CRM.

4. Map fields

Match each Zoho CRM field on the left to the corresponding WPForms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your WPForms form and submit. Check Zoho CRM to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Zoho CRM with unlimited submissions. Pro adds custom field mapping and lead assignment. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple WPForms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect WPForms to Zoho CRM in minutes.