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Tag: zoho crm

  • WordPress Customers – Zoho CRM Integration (Add-ons)

    WordPress Customers – Zoho CRM Integration (Add-ons)

    Purchase $29.00

    Support
    Documentation

    WordPress Users – Zoho CRM Integration plugin can integrates Contacts and Leads between your WordPress Users and Zoho CRM. Easily add/update automatically Contacts and Leads into Zoho CRM when user add/update/register on your site.

    Features

    • Easily integrates WordPress user to Zoho CRM Contact
    • Easily integrates WordPress user to Zoho CRM Lead
    • Bulk users integration
    • Add/Update automatically Contacts and Leads into Zoho CRM when user add/update/register on your site.
    • Easily map your WordPress user fields to Zoho CRM Contact and Lead fields
    • Making customer relationship management simple
    • Integrates unlimited WordPress users

    Author Ratings & Reviews

    Author Ratings & Reviews

    Changelog

    1.0.0
 - Initial release
    Purchase $29.00
  • WPForms – ZOHO CRM Integration (Types)

    WPForms – ZOHO CRM Integration (Types)

    Purchase $29.00

    WPForms – ZOHO CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress WPForms and ZOHO CRM. Easily add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a WPForms form on your site.

    Features

    • Easily integrate WPForms form to ZOHO CRM Contact
    • Easily integrate WPForms form to ZOHO CRM Case
    • Easily integrate WPForms form to ZOHO CRM Lead
    • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Contact
    • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Case
    • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Lead
    • Easily map your WPForms form fields to ZOHO CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited WPForms forms

    Installation

    This plugin requires the WPForms plugin.

    WordPress Dashboard
    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘WPForms – ZOHO CRM Integration’ plugin zip
    • Activate ‘WPForms – ZOHO CRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘WPForms – ZOHO CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘WPForms – ZOHO CRM Integration’ plugin

    Configuration

    • Generate Browser Mode authentication token in ZOHO CRM. The guide is here
    • Go to ‘Admin’ -> ‘WPF – ZOHO CRM’ -> ‘Configuration’
    • Instance URL : Add your ZOHO CRM instance URL. Like https://crm.zoho.com, https://crm.zoho.eu, etc…
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘WPF – ZOHO CRM’ -> ‘Integration’
    • You can see list of WPForms Forms
    • Click on edit form icon which you want to integrate form
    • Select a ZOHO CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘ZOHO CRM Integration?’ checkbox if you want to integrate ZOHO CRM
    • Map fields which you want to map
      Note: Bellow module wise fields are required in ZOHO CRM and it must be mapped in Form.
      • Contact: Last Name
      • Case: Subject and Case Origin
      • Lead: Last Name and Company Name
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in ZOHO CRM module

    Changelog

    1.0.0
 - Initial release
    Purchase $29.00
  • Ninja Varieties – ZOHO CRM Integration (Kinds)

    Ninja Varieties – ZOHO CRM Integration (Kinds)

    Purchase $29.00

    Ninja Forms – ZOHO CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Ninja Forms and ZOHO CRM. Easily add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a Ninja Forms form on your site.

    Features

    • Easily integrate Ninja Forms form to ZOHO CRM Contact
    • Easily integrate Ninja Forms form to ZOHO CRM Case
    • Easily integrate Ninja Forms form to ZOHO CRM Lead
    • Integrated Ninja Forms form can automatically add your site new form data to ZOHO CRM Contact
    • Integrated Ninja Forms form can automatically add your site new form data to ZOHO CRM Case
    • Integrated Ninja Forms form can automatically add your site new form data to ZOHO CRM Lead
    • Easily map your Ninja Forms form fields to ZOHO CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Ninja Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Ninja Forms – ZOHO CRM Integration’ plugin zip
    • Activate ‘Ninja Forms – ZOHO CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Ninja Forms – ZOHO CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Ninja Forms – ZOHO CRM Integration’ plugin

    Configuration

    • Generating authentication token in ZOHO CRM
    • Go to ‘Admin’ -> ‘NF – ZOHO CRM’ -> ‘Configuration’
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘NF – ZOHO CRM’ -> ‘Integration’
    • You can see list of Ninja Forms Forms
    • Click on edit form icon which you want to integrate form
    • Select a ZOHO CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘ZOHO CRM Integration?’ checkbox if you want to integrate ZOHO CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in ZOHO CRM module
    Purchase $29.00
  • Gravity Types – ZOHO CRM Integration (Kinds)

    Gravity Types – ZOHO CRM Integration (Kinds)

    Purchase $29.00

    Gravity Forms – ZOHO CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and ZOHO CRM. Easily add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a Gravity Forms form on your site.

    Features

    • Easily integrate Gravity Forms form to ZOHO CRM Contact
    • Easily integrate Gravity Forms form to ZOHO CRM Case
    • Easily integrate Gravity Forms form to ZOHO CRM Lead
    • Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Contact
    • Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Case
    • Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Lead
    • Easily map your Gravity Forms form fields to ZOHO CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Gravity Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Gravity Forms – ZOHO CRM Integration’ plugin zip
    • Activate ‘Gravity Forms – ZOHO CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Gravity Forms – ZOHO CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Gravity Forms – ZOHO CRM Integration’ plugin

    Configuration

    • Generating authentication token in ZOHO CRM
    • Go to ‘Admin’ -> ‘GF – ZOHO CRM’ -> ‘Configuration’
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘GF – ZOHO CRM’ -> ‘Integration’
    • You can see list of Gravity Forms Forms
    • Click on edit form icon which you want to integrate form
    • Select a ZOHO CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘ZOHO CRM Integration?’ checkbox if you want to integrate ZOHO CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in ZOHO CRM module
    Purchase $29.00
  • Gravity Varieties – ZOHO CRM Integration (Kinds)

    Gravity Varieties – ZOHO CRM Integration (Kinds)

    Purchase $29.00

    Gravity Forms – ZOHO CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and ZOHO CRM. Easily add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a Gravity Forms form on your site.

    Features

    • Easily integrate Gravity Forms form to ZOHO CRM Contact
    • Easily integrate Gravity Forms form to ZOHO CRM Case
    • Easily integrate Gravity Forms form to ZOHO CRM Lead
    • Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Contact
    • Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Case
    • Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Lead
    • Easily map your Gravity Forms form fields to ZOHO CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Gravity Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Gravity Forms – ZOHO CRM Integration’ plugin zip
    • Activate ‘Gravity Forms – ZOHO CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Gravity Forms – ZOHO CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Gravity Forms – ZOHO CRM Integration’ plugin

    Configuration

    • Generating authentication token in ZOHO CRM
    • Go to ‘Admin’ -> ‘GF – ZOHO CRM’ -> ‘Configuration’
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘GF – ZOHO CRM’ -> ‘Integration’
    • You can see list of Gravity Forms Forms
    • Click on edit form icon which you want to integrate form
    • Select a ZOHO CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘ZOHO CRM Integration?’ checkbox if you want to integrate ZOHO CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in ZOHO CRM module
    Purchase $29.00
  • Type 7 – ZOHO CRM Integration (Add-ons)

    Type 7 – ZOHO CRM Integration (Add-ons)

    Purchase $29.00

    Contact Form 7 – ZOHO CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Contact Form 7 and ZOHO CRM. Easily add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a Contact Form 7 form on your site.

    Features

    • Easily integrate Contact Form 7 form to ZOHO CRM Contact
    • Easily integrate Contact Form 7 form to ZOHO CRM Case
    • Easily integrate Contact Form 7 form to ZOHO CRM Lead
    • Integrated Contact Form 7 form can automatically add your site new form data to ZOHO CRM Contact
    • Integrated Contact Form 7 form can automatically add your site new form data to ZOHO CRM Case
    • Integrated Contact Form 7 form can automatically add your site new form data to ZOHO CRM Lead
    • Easily map your Contact Form 7 form fields to ZOHO CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Contact Form 7 forms

    Installation

    This plugin requires the Contact Form 7 plugin.

    WordPress Dashboard
    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Contact Form 7 – ZOHO CRM Integration’ plugin zip
    • Activate ‘Contact Form 7 – ZOHO CRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘Contact Form 7 – ZOHO CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Contact Form 7 – ZOHO CRM Integration’ plugin

    Configuration

    • Generating authentication token in ZOHO CRM. The guide is here
    • Go to ‘Admin’ -> ‘CF7 – ZOHO CRM’ -> ‘Configuration’
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘CF7 – ZOHO CRM’ -> ‘Integration’
    • You can see list of Contact Form 7 Forms
    • Click on edit form icon which you want to integrate form
    • Select a ZOHO CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘ZOHO CRM Integration?’ checkbox if you want to integrate ZOHO CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in ZOHO CRM module

    Changelog

    1.0.0

    • Initial release
    Purchase $29.00