Overview
The AFI plugin lets you connect your WordPress forms with Zoho Marketing Automation, allowing you to automatically add leads to your selected Zoho mailing list. When someone submits your form, their information will be added as a lead in your Zoho MA dashboard.
This is great for growing your email list, automating follow-ups, and managing marketing contacts effectively.
β Supported Feature
Add New Lead
π§ How To Setup
Step 1: Create a Zoho Client (OAuth Setup)
Visit Zoho API Console
Click Add Client
Choose Server-based Applications
Provide a suitable Client Name
Set your Website URL as the Homepage URL
Copy the Redirect URI shown in AFI Settings β Zoho Marketing Automation
Paste this URI into Authorized Redirect URIs in Zoho
Click Create to get your Client ID and Client Secret
Step 2: Connect Zoho MA in AFI
Go to AFI β Settings β Zoho Marketing Automation
Click Add & Authorize
Enter:
Title (any label)
Client ID
Client Secret
Select the correct Data Center (e.g.,
com
,eu
,in
)
Click Authorize
You’ll be redirected and connected successfully
Step 3: Create a New Integration
Go to AFI β Add New
Give your integration a name like βZoho MA Lead Captureβ
πΉ Trigger
Form Provider: Select your form plugin (e.g., Elementor, WPForms, CF7)
Form Name: Choose the form you want to connect
Step 4: Configure the Action
Platform: Zoho Marketing Automation
Task: Add New Lead
Step 5: Map Fields
After selecting the task, configure the following:
Zoho Account
Select the Zoho account you authorized in step 2.
Mailing List
Choose the list you want to add leads to.
Field Mapping
Match the Zoho fields to your form inputs. The available fields may include:
Email
First Name
Last Name
Company
Phone
City
Country
Lead Source
And more (based on your Zoho setup)
Simply select the correct form field from the dropdown for each Zoho field.
Step 6: Save Integration
Click Save Integration.
π Now every form submission will send the lead data to Zoho Marketing Automation!
π Troubleshooting
πΉ Not Connecting After Authorization
Double-check your Client ID, Client Secret, and Redirect URI
Make sure you’re using the correct Data Center (e.g.,
com
,eu
,in
)Try authorizing again using Edit > Update & Authorize
πΉ Lists Not Loading
Make sure the correct account is selected
Check that your Zoho token is active and valid
Try refreshing the page and reconnecting if needed
πΉ Leads Not Getting Added
Ensure Email field is mapped correctly
Confirm that a Mailing List is selected
Check if API errors are logged at AFI β Log