WPForms – Zoho CRM Integration

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WPForms – Zoho CRM Integration plugin allows you to connect WordPress WPForms and Zoho CRM. To automatically add/update WPForms form submissions to your Zoho CRM account, simply integrate your WPForms form with Zoho CRM Lead, Contact or Case. Also, developed plugin with new and better Zoho CRM API 2.0.

Features

  • Easily integrate your WPForms form with Zoho CRM Lead, Contact or Case.
  • Integrated WPForms form can automatically add/update your site new form submissions to your Zoho CRM Lead, Contact or Case.
  • Easily map your WPForms form fields to your Zoho CRM Lead, Contact or Case fields.
  • Action Event option for ‘Create Module Record’ and ‘Create/Update Module Record’.
  • Support Zoho CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
  • Support WPForms form ‘File Attachments’ and upload form file attachments to your Zoho CRM ‘Attachments’.
  • Support Zoho CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Zoho CRM Campaign.
  • Support ‘Lookup Relationship’ type fields (Lead Owner, Contact Owner, etc…) of Zoho CRM Module.
  • Enable/Disable triggers (Workflow, Approval and Blueprint).
  • Support layouts
  • Support tags
  • ‘Zoho CRM Module Field’ dropdown fields sorted in alphabetical order.
  • Section for view Zoho CRM API error logs.
  • API Error Notification option for will be sent Zoho CRM API error to the specified email.
  • Integrate unlimited WPForms forms.

Ratings & Reviews

Ratings & Reviews

Changelog

2.0.0
- Easily integrate your WPForms form with Zoho CRM Lead, Contact or Case.
- Integrated WPForms form can automatically add/update your site new form submissions to your Zoho CRM Lead, Contact or Case.
- Easily map your WPForms form fields to your Zoho CRM Lead, Contact or Case fields.
- Action Event option for 'Create Module Record' and 'Create/Update Module Record'.
- Support Zoho CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
- Support WPForms form 'File Attachments' and upload form file attachments to your Zoho CRM 'Attachments'.
- Support Zoho CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Zoho CRM Campaign.
- Support 'Lookup Relationship' type fields (Lead Owner, Contact Owner, etc…) of Zoho CRM Module.
- Enable/Disable triggers (Workflow, Approval and Blueprint).
- Support layouts
- Support tags
- 'Zoho CRM Module Field' dropdown fields sorted in alphabetical order.
- Section for view Zoho CRM API error logs.
- API Error Notification option for will be sent Zoho CRM API error to the specified email.

1.4.0
 - Security release.
 - Performance - Optimized integration.
 - Feature - Added Approval mode option for keep the records in approval mode while inserting record into CRM account.

1.3.0
 - Added Zoho CRM API 2.0.

1.2.0
 - Security release.

1.1.0
 - Feature - In Lead, Added workflow trigger option for workflow rule while inserting record into CRM account.
 - Security release.

1.0.0
 - Initial release.

Vendor Information

  • Store Name: obtaincode
  • Vendor: obtaincode
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