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Plugin Description
Gravity Forms – Zoho CRM Integration plugin allows you to connect WordPress Gravity Forms and Zoho CRM. To automatically add/update Gravity Forms form submissions to your Zoho CRM account, simply integrate your Gravity Forms form with Zoho CRM Lead, Contact or Case. Also, developed plugin with new and better Zoho CRM API 2.0.
Features
- Easily integrate your Gravity Forms form with Zoho CRM Lead, Contact or Case.
- Integrated Gravity Forms form can automatically add/update your site new form submissions to your Zoho CRM Lead, Contact or Case.
- Easily map your Gravity Forms 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 Gravity Forms 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 Gravity Forms forms.
Ratings & Reviews
Changelog
2.3.0
- Maintenance release.
2.2.0
- Maintenance release.
2.1.0
- Security release.
2.0.0
- Easily integrate your Gravity Forms form with Zoho CRM Lead, Contact or Case.
- Integrated Gravity Forms form can automatically add/update your site new form submissions to your Zoho CRM Lead, Contact or Case.
- Easily map your Gravity Forms 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 Gravity Forms 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.
1.5.0
- Added Zoho CRM API 2.0.
1.4.0
- Security release.
- Performance - Optimized integration.
1.3.0
- Feature - Added workflow trigger option for workflow rule while inserting record into CRM account.
- Feature - Added Approval mode option for keep the records in approval mode while inserting record into CRM account.
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.
