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Plugin Description
POWERFUL INTEGRATION OF YOUR GRAVITY FORM SUBMISSIONS AND ZOHO CRM ACCOUNT WOULD INCREASE AND CREATE LEADS, CONTACTS, AND QUOTES.
The MWB Gravity Forms Integration with ZOHO CRM plugin connects your Gravity Form to your ZOHO CRM account. ZOHO is a well-known Customer Relationship Management platform. This free plugin delivers all data from gravity form submissions to ZOHO CRM in accordance with ZOHO CRM modules.
The admin can use the Gravity Forms Integration with ZOHO CRM plugin to:
- Integrate Gravity Form with their ZOHO CRM account.
- Sync all data (form submissions/ entries) to ZOHO CRM according to the feeds created.
- Admin can easily create contacts, leads, and quotes over ZOHO CRM.
So, connect both Gravity Forms ZOHO CRM applications to make qualified leads simple for your company.
WITH THE MWB GF INTEGRATION WITH ZOHO CRM PLUGIN YOU CAN
- Create an account over ZOHO CRM just by clicking the “Signup Here” link.
- Gravity Form could be connected to any ZOHO module i.e. Contacts, Accounts, Leads, Orders, Cases, etc.
- Fields from Gravity Forms are mapped to fields from ZOHO modules.
- If an entry already exists over ZOHO CRM, the Primary Key option can be used to update the entry.
- Filter Gravity Form entries with the help of AND/OR logic sent to ZOHO CRM based on user input.
- Detailed log of each Gravity Form entry sent over to ZOHO CRM as per the response.
- If an error happens when submitting entry data to ZOHO CRM, an email notification will be sent to the admin.
- On removal, enable the plugin data deletion feed post type, the database table for logs.
WHAT’S INCLUDED IN OUR FREE MWB GF INTEGRATION WITH ZOHO CRM PLUGIN
1) Accounts to Connect
Enter your ZOHO API Key to connect your ZOHO account to Gravity Forms.
2) Mapping of Fields
Gravity Forms entry fields could be considered equivalent to any ZOHO Object attributes.
To Update an Existent Entry in ZOHO CRM, use the Primary Key
Assume that a user entry from a Gravity Form submission already exists in ZOHO CRM. In that instance, the administrator can update it using the “Primary Key” provided.
In this approach, integrating Gravity Forms ZOHO CRM Campaigns becomes a breeze.
3) Numerous Feeds
A feed controls how data input from Gravity Forms should be transmitted to ZOHO CRM. Multiple feeds can be created and conditions for relaying ZOHO CRM entries setup.
4) Reporting Errors
If an error is encountered while sending the data on ZOHO CRM using Gravity Forms, an e-mail would be sent to the administrator informing about the fault description.
With any Zoho module, Feeds creates a field association
Gravity Forms Integration With ZOHO CRM allows an administrator to link any Gravity Form field to any readily accessible ZOHO module field using feeds. Any module, including Contacts, Accounts, Leads, Quotes, Deals, Sales, and Orders, could be used with this plugin.
5) Logs for CRM
View a detailed log of every Gravity Forms entry sent to ZOHO CRM.
Export Logs as CSV
Easily export ZOHO CRM Logs as a CSV file for forecasting, book-keeping, and accounting purposes.
6) Synchronization
All Gravity Forms entries are fully synchronized with ZOHO CRM. If you create/update an entry that entry will be created/updated in ZOHO CRM.
7) Filter Entries
By default, all Gravity Forms entries are sent to ZOHO CRM, but you can apply filters & set up rules to limit the entries sent to ZOHO CRM.
Free Demo of GF Integration with Zoho CRM
For a better knowledge of features and working, please visit MWB GF Integration with Zoho CRM Documentation. For more questions, please visit MakeWebBetter Knowledge Base
WHAT PREMIUM VERSION OF MWB GF INTEGRATION ZOHO CRM OFFERS?
- Easy Synchronization of Zoho Tags.
- Offers effortless Zoho Attachment Synchronization
- You can easily set Lead Source and Status in Zoho CRM.
- Offers Phone and Mobile fields in Zoho CRM.
- Zoho CRM Record Image field.
- Zoho CRM allows you to simply add notes to entries.
- Create a Zoho CRM account and assign it to any object, such as a Contact or a Deal with ease.
- Sync GF submission data manually with Zoho CRM.
- The previously saved entries can be effortlessly Bulk Synced.
Support
If you need support or have questions, kindly use our online chat window here or connect with us then Generate a ticket
Screenshots
Attach form with Zoho – Sync Gravity form with Zoho CRM
Zoho Accounts– To set the following details on the first page.
Authorization– Authorize gravity form connection with Zoho
Zoho Feeds– Sync Zoho Feeds with Zoho CRM.
Add New Feed– Creation of new feed
Zoho Logs – Sync Zoho Logs
General Settings– To change general settings.
