How to Send CartFlows Orders to Zoho CRM

Zoho CRM is a CRM that helps you manage contacts and track interactions. CartFlows handles order completion through optimized sales flows on your WordPress site. Zoho CRM is where that data needs to go. Here is how to connect them without Zapier or code.

Why not just use Zapier?

For connecting CRM, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with CartFlows installed and configured.
• 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 CartFlows to Zoho CRM.

2. Pick your trigger

Select CartFlows as the form provider. AFI fires when an order is completed through a flow, giving you access to customer details, product information, and order totals.

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 CartFlows field on the right. Common mappings include customer name, email, product details, and order total. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Place a test order through your CartFlows funnel. 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 orders. Pro adds custom field mapping and lead assignment. No per-order fees on any plan.

Frequently asked questions

Which CartFlows events trigger the integration?

AFI fires when an order is completed through a flow. This covers new orders, customer details, and product information.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

Yes. Create a separate integration for each destination, and every order flows to all of them simultaneously.

Get started

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