How to Send Everest Forms Submissions to Bigin by Zoho

Bigin by Zoho is a CRM that helps you manage contacts and track interactions. Getting Everest Forms submissions into Bigin by Zoho does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

The direct approach

AFI delivers form data straight from WordPress to Bigin by Zoho. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

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

Connect Bigin by Zoho to AFI

Bigin by Zoho uses OAuth 2.0 for authentication. In AFI → Settings → Bigin by Zoho, 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 Everest Forms to Bigin by Zoho.

2. Pick your trigger

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

3. Select Bigin by Zoho as the destination

Choose Bigin by Zoho from the platform dropdown and pick Create Record. This creates a record in Bigin.

4. Map fields

Match each Bigin by Zoho field on the left to the corresponding Everest Forms 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 Everest Forms form and submit. Check Bigin by Zoho 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 Bigin by Zoho with unlimited submissions. Pro adds custom field mapping. 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 forms?

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 Everest Forms to Bigin by Zoho in minutes.