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Updated on July 17, 2022

Zoho CRM

Author: Nasir Ahmed 96 views

Overview

The Advanced Form Integration plugin integrates Zoho CRM to many popular WordPress forms. When a user fills a form on your website, the plugin will send the data to your Zoho CRM account and create Accounts, Lead, Contacts, etc.

Supported Features

  • Accounts

  • Leads

  • Contacts

  • Deals

  • Tasks

  • Meetings

  • Calls

  • Products

  • Campaigns

  • Vendors

  • Cases

  • Solution

  • Tags and Custom Fields Pro

How to Setup

Authentication

It requires authorizing the Zoho CRM account with the plugin.

Go to AFI > Settings > General, mark Zoho CRM and hit the Save Changes button at the bottom.

Activate Zoho CRM

Open the Zoho CRM tab. You will find the instructions how to setup the connection. Click on the link to and go to Zoho Developer Console. Create a new client. Select Server-based Applications. Put a Client Name and Homepage URL. Copy the Redirect URI here from the settings page. The usual format is https://yourdomain.com/wp-json/advancedformintegration/zohocrm. Click on the CREATE button.

Create Server-based Apps

Client ID and Client Secret will be generated. Copy both. Now click on the Authorize button.

Copy Client ID and Client Secret

Select the green Accept button in the authorization page. It will be redirected to the Zoho CRM tab again. Now you will see the status as Connected. The auth process is done, now can start building integrations.

Status Connected

Create New Integration

Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one if multiple integrations are created.

Trigger

Select the sender form in the Form Provider drop-down. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name drop-down. Select the form that you want to integrate.

Action

Select Zoho CRM or Zoho CRM [PRO] in Platform dropdown. Then select Add New Record as Task. Select the expected module. All the fields form that specific module will be fetched. Now map the related form fields.