How to Send WPForms Submissions to Zoho Books

Zoho Books is an accounting platform for managing finances. WPForms is one of the most popular form plugins for WordPress. Zoho Books is where that data needs to go. Here is how to connect them without Zapier or code.

Why not just use Zapier?

For connecting WPForms to accounting, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with WPForms installed and at least one form.
• 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 WPForms to Zoho Books.

2. Pick your trigger

Select WPForms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

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 WPForms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Fill out your WPForms form and submit. 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 submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple WPForms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect WPForms to Zoho Books in minutes.