Zoho CRM

Zoho CRM is the flagship product in the Zoho suite: a sales-focused CRM with workflows, scoring, and forecasting. Advanced Form Integration sends form submissions to Zoho CRM as new leads, contacts, or accounts.

What you’ll need

• An active Zoho CRM account.
• A Zoho OAuth Self Client. See Connect via OAuth.
• The Advanced Form Integration plugin installed and activated.

Connect via OAuth

1. Visit the Zoho API Console and create a Self Client.
2. Note the Client ID and Client Secret.
3. In WordPress, go to AFI → Settings → Zoho CRM.
4. Pick the data center matching your Zoho account.
5. Click Authorize and grant ZohoCRM.modules.ALL (or narrower module-specific scopes).
6. After redirect, the connection is saved.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select Zoho CRM.
4. In Task, choose Create Lead, Create Contact, Create Account, or Create Custom Module Record.
5. Map the form fields:

• For lead: First Name, Last Name (required), Email, Phone, Company, Title, Lead Source, Lead Status, Industry, No of Employees, Annual Revenue, Rating.
• For contact: standard contact fields plus Account Name for linking.
• For account: Account Name (required), Phone, Website, Industry, Annual Revenue.
• Custom fields by API name.
• Owner to assign the record to a specific user.

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Tasks supported

Create Lead

Creates a new lead, typically used for inbound, unqualified contacts.

Create Contact

Creates a known person record, optionally linked to an account.

Create Account

Creates a company record. Use when the form is targeted at B2B inquiries.

Create Custom Module Record

If you’ve created custom modules in Zoho CRM, AFI can write to them. Pick the module from the dropdown.

Pro features

The Pro Zoho CRM integration adds deal/opportunity support, layout-aware field mapping (Zoho CRM’s per-layout custom fields), and the ability to enroll the record into an approval process or workflow on creation.

Conditional logic example

Create a Zoho CRM Lead when the form’s interest_level field is “exploring”, but create a Contact + Deal when it’s “ready to buy”. Two integrations on the same form, gated by conditional logic.

Troubleshooting

Re-authorization needed

Zoho refresh tokens are long-lived but can be revoked from your Zoho admin. If integrations stop firing, return to AFI → Settings → Zoho CRM and click Re-authorize.

Wrong data center

Zoho hosts accounts on regional clusters (US, EU, IN, AU, CN, JP). The data center must match your account region or all API calls will return 404.

Custom field not populating

Zoho CRM custom fields are matched by API name (find under Setup → Customization → Modules and Fields → field properties), not the display label.

Related docs

• Send Contact Form 7 to Zoho CRM
• Send WPForms to Zoho CRM
• Send Gravity Forms to Zoho CRM
• Conditional Logic