How to Send Funnel Builder Data to Zoho Books

Zoho Books is an accounting platform for managing finances. Funnel Builder handles a visitor submits a form or completes a step in a funnel on your WordPress site. Zoho Books is where that data needs to go. Here is how to connect them without Zapier or code.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-submission fees, no external dependencies.

What you will need

• A WordPress site with Funnel Builder installed and configured.
• A Zoho Books account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Zoho Books to AFI

Zoho Books uses OAuth 2.0 for authentication. In AFI → Settings → Zoho Books, 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 Funnel Builder to Zoho Books.

2. Pick your trigger

Select Funnel Builder as the form provider. AFI fires when a visitor submits a form or completes a step in a funnel, giving you access to visitor name, email, phone, funnel step, and custom field values.

3. Select Zoho Books as the destination

Choose Zoho Books from the platform dropdown and pick Add Contact. This creates a contact in Zoho Books.

4. Map fields

Match each Zoho Books field on the left to the corresponding Funnel Builder field on the right. Common mappings include visitor name, email, phone, funnel step, and custom field values. 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 Funnel Builder. Check Zoho Books 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 Books with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Funnel Builder events trigger the integration?

AFI fires when a visitor submits a form or completes a step in a funnel. 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 Funnel Builder to Zoho Books in minutes.