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Plugin Description
📢 You can avail all our paid plugins free if you tag us as your “Zoho Partner”. Read the details here – Bit Press products giveaway
A powerful integration tool to increase your leads/Contacts.
As more and more people are using the web for their sales and marketing, it’s only natural that businesses are using the latest technologies to create the most powerful marketing tools.
Integration of Zoho CRM and WPForms, a module that allows you to hook into the WPForms system to create and manage your sales leads, contacts and appointments with Zoho CRM. Whenever users submit any form via WPForms, the integration will allow admin to send all the form submissions to Zoho CRM.
📜 Things you need :
The prerequisites you need to use our plug-in :
✔ WPForms.
✔ A ZOHO CRM account.
⚙ Integration Setup:
✔ Install & activate WPForms plugin.
✔ Install & activate Zoho CRM plugin.
✔ For Client id & Secret press Zoho API console.
✔ From Zoho CRM settings enter Integration Name, Data Center, Homepage URL, and Authorized Redirect URL & you will get id & secret.
✔ Authorize your site.
⚡ Features on free version:
▪ User can send any WPForms data to only “Leads” module of Zoho CRM
▪ Only one CRM layout can be accessible – “Standard”
▪ Transmit data to all the Zoho CRM fields including custom field.
▪ This plugin allow user to send custom value also.
▪ View the detailed log of submitted data from the plugin dashboard.
▪ Set multiple integration under one single form.
⚡ features on pro version:
▪ This plugin allows you to transfer any WPForms data to any modules of Zoho CRM including custom module.
▪ Send data to the related list.
▪ User can upload file to the ZOHO CRM file upload field through plugin.
▪ Set some actions which allows user to track their leads/Contacts more preciously.
Actions are – Workflow, Attachment, Approval list, BluePrint, GCLID, Upsert Record, Assignment Rule, Tag records, Record owner.
Note: All the actions are available on pro version.
🔗 For full documentation visit BitPress
📹 For video tutorial visit our Channel.
🎉 Key Benefits of Plugin :
Using WPForms to Zoho CRM plugin, you can manage your customers, sales, and leads.When a customer submit form on your site, it will be saved as leads or contact in to ZOHO CRM automatically.You can see the information in real time. This gives your business a simple and powerful solution to managing your contacts.
✨ Overview of other products we are offering :
📝Bit Form: One of our best selling product. Bit Form is an amazing drag & drop form builder that allows you to create custom forms to interact with your visitors. It gives you the freedom to create any form you want, no coding required.
📧 Bit SMTP: The ultimate goal of Bit SMTP plugin to make your email deliverability more easy as well as secure.
🛒Integration of WooCommerce with ZOHO CRM: Integration of WooCommerce with ZOHO CRM is an advanced integration with Zoho CRM to sync all the WooCommerce information (Customers, Products, Sales Order) following few steps
🛒 Integration of WooCommerce with Zoho Inventory: The WooCommerce integration with Zoho inventory is a new free plugin by which user can import all the information’s related to customer & sales order.
🔔 For more update about our products we cordially request you to join out Fb Community.
Screenshots
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