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Plugin Description
Elementor Pro Form Widget Zoho CRM & Zoho Desk Integration is a Zoho CRM & Zoho Desk integration plugin for WordPress that makes it really simple to send your Elementor Pro Form Widget forms directly to your Zoho CRM or Zoho Desk account. After the integration, submited the form are automatically added as lead, deal, contact or case (in Zoho CRM, custom modules are also supported) or ticket (in Zoho Desk) to the specified account in Zoho CRM (or Zoho Desk), together with additional data.
Compatible with Zoho CRM Plus and Zoho One within the scope CRM and Desk.
BENEFITS OF OUR PLUGIN:
FEATURES:
- Integrate your `Elementor Pro Form Widget` forms with Zoho CRM & Zoho Desk.
- Integrate unlimited `Elementor Pro Form Widget` forms.
- You can choice that your want to generate – lead, deal, contact or case (in Zoho CRM) or ticket (in Zoho Desk).
- Fields are loaded from the CRM (including custom fields).
- You can set up each form personally, specify which information your want to get.
- Sending in two modes: immediately when submitting the form or with a slight delay through `Action Scheduler`.
- It is possible to enable `approval mode`. (only Zoho CRM – lead and contact)
- It is possible to enable `approval process trigger` (only Zoho CRM)
- It is possible to enable `workflow trigger`. (only Zoho CRM)
- It is possible to enable `blueprint trigger`. (only Zoho CRM)
- Ability to choose the type of sending `insert` or `upsert` (only Zoho CRM)
- Ability to specify `Assignment rule ID` for lead. (only Zoho CRM)
- Ability to specify `CRM Campaign` for `lead`.
- Supports getting `utm` params from the `URL`
- Supports for sending `GA Client ID`.
- Supports for sending `roistat_visit` cookie.
- Supports for sending `_ym_uid` cookie.
- Supports for sending `_fbp` cookie.
- Supports for sending `_fbc` cookie.
- Supports uploaded files.
- Supports custom modules (Zoho CRM).
- Supports send note (lead, contact, deal).
- Supports send tags.
IMPORTANT NOTES:
- This plugin requires the `Elementor Pro` plugin >= 3.2.0
HOW DO I GET UPDATES?
For information about the new version and the installation of updates, you can use the plugin from Envato – Envato Market WordPress Plugin.
CHANGELOG
v1.24.0
- Feature: support sending `_fbc` cookie (#364).
- Feature: support sending `_fbp` cookie (#361).
v1.23.0
- Feature: support sending value from cookie `_ym_uid` (#330).
- Fixed: clear missing `utm` (#328).
v1.22.0
- Feature: new filter `itglx/elpro/zoho/additional-tags` (#297).
- Feature: improvement of the interface of the settings page (#290).
- Feature: set `firstName` when creating a ticket `contact` (#287).
v1.21.0
- Feature: ability to set `teamId` for the `ticket` (#218).
v1.20.0
- Feature: ability to set `assigneeId` for the `ticket` (#166).
- Fixed: definition api `zone` by `accounts-server` (#152).
v1.19.0
- Feature: fields cache size optimization (#129).
- Feature: added empty value `not chosen` to all `select` fields (#124).
- Feature: `elementor_pro/forms/actions/register` for `Elementor Pro` >= 3.5.0 (#119).
- Fixed: checking built-in permissions instead of additional (#115).
v1.18.0
- Feature: set `crm campaign` to `lead` (#99).
- Feature: added empty value `not chosen` to `layout id` select (#89).
v1.17.0
- Feature: more flexible setting of value `lead_source` (#86).
v1.16.1
- Fixed: attempt to use `auth` data if `is_wp_error` (#70).
v1.16.0
- Feature: support create a `deal` (#56).
- Feature: optional send via `action scheduler` instead of `immediately` (#55).
- Feature: support for shortcode `[all-fields]` as in action `email` (#54).
- Feature: obtaining and using the original names of uploaded files when sending (#41).
v1.15.0
- Feature (desk): automatic replacement of line breaks to `br` for ticket description.
- Feature: ajax enable / disable / clear logging.
- Feature: support for processing utm tags when using caching plugins.
- Fixed (desk): desk, preparation of a link for a request to the API.
v1.14.2
- Fixed: formation of a cache of fields for `desk`.
- Fixed: wrong namespace `controls manager`.
- Chore: added new filter `itglx_elpro_zoho_post_data_before_send`.
- Feature: ability to choose the type of sending `insert` or `upsert` (only Zoho CRM)
v1.13.2
- Chore: improved fields interface.
- Chore: drop a `required` attribute for fields in the settings, otherwise the widget will not allow removing all characters from the field.
v1.13.1
- Chore: added new filter `itglx_elpro_zoho_fields_before_send_{type}`.
- Feature: support custom modules (Zoho CRM).
- Feature: added support auth through Self Client, not only through Server-based.
v1.11.1
- Chore: more logging send process.
- Feature: support create a note for a contact.
- Feature: support create a note for a lead.
v1.9.1
- Chore: use `webpack` to build assets.
- Feature: support layouts for contact.
- Feature: ability to enable approval mode for a lead / contact.
v1.7.1
- Fixed: displaying fields for the selected layout, when using multiple forms on one page or global widget (lead action).
- Feature: added new shortcode [form_name] to pass form name.
v1.6.6
- Chore: minor improvements in downloading the log through the admin panel.
- Fixed: send `zc_gad` field data as `GCLID`.
- Chore: do not check exists `php-xml`.
- Fixed: lead source show value.
- Fixed: php `notice` in lead action.
- Fixed: prepare custom fields for ticket.
- Feature: support enable `blueprint` trigger (Zoho CRM).
v1.5.1
- Chore: more flexible setting of values for layout id and industry for lead.
- Feature: support layouts for lead.
- Feature: set lead `layout`.
v1.3.2
- Chore: show `Owner` field.
- Chore: show `Account Name` field.
- Feature: added support Zoho CRM - Case creation.
v1.2.1
- Fixed: an attempt to use an empty array of fields to form an interface.
- Feature: added support Zoho Desk - ticket creation.
v1.1.2
- Chore: use composer autoloader.
- Fixed: possible incorrect behavior when choosing a custom status lead.
- Feature: added new shortcodes `[meta_page_url]`, `[meta_user_agent]`, `[meta_remote_ip]`.
v1.0.3
- Chore: more logs.
- Chore: more information about the data type next to the fields.
- Fixed: redirects zoho auth with site used cloudflare.
v1.0.0
- Initial public release
