How to Send weForms Data to Bigin by Zoho

Bigin by Zoho is a CRM that helps you manage contacts and track interactions. Getting weForms submission 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 submission 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 weForms installed and configured.
• 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 weForms to Bigin by Zoho.

2. Pick your trigger

Select weForms as the form provider. AFI fires when a form is submitted, giving you access to submitter name, email, phone, and any custom form fields.

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 weForms field on the right. Common mappings include submitter name, email, phone, and any custom form fields. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Trigger a test event in weForms. 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 records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which weForms events trigger the integration?

AFI fires when a form is submitted. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

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

Get started

Install Advanced Form Integration free from WordPress.org and connect weForms to Bigin by Zoho in minutes.