WP Gravity Forms Zoho CRM and Bigin

설명

Easily create or update lead, contact or any other object in Zoho crm/bigin when an entry is created in Gravity Forms. Learn more at crmperks.com

Gravity Forms Zoho CRM Add-on

Gravity Forms Zoho CRM Add-On Sends Gravity Forms entries to Zoho CRM and Bigin.

Gravity Forms Zoho CRM/Bigin Setup

  • Go to Gravity Forms -> Settings -> Zoho CRM then add new account.
  • Go to Gravity Forms -> select any form -> Settings -> Zoho CRM then create a new feed.
  • Map required Zoho CRM fields to Gravity Forms form fields.
  • Send your test entry to Zoho CRM.
  • Go to Gravity Forms -> select any form -> Settings -> Zoho CRM Logs and verify all previously sent entries.

Connect Zoho CRM account

Connect any gravity forms form to Zoho CRM by safe and secure Oauth 2.0. Also you can connect multiple Zoho CRM accounts to Gravity Forms.

Map Zoho CRM fields

Field mapping is easy. Select required Zoho Object(Contacts, Company, Order, account, case, Opportunity etc) , select a zoho field then select related Gravity Forms field.

Filter gravity forms entries

Filter gravity forms form entries sent to Zoho CRM based on user input. For example , only send contact form entry to Zoho CRM which contanin work email address.

Manually send to Zoho CRM

Automatically Send gravity forms entries to Zoho CRM when user submits a form. You can manually send gravity forms entries to Zoho CRM by clicking “Send to Zoho” button.

Zoho CRM logs

View a detailed log of each gravity forms entry whether sent (or not sent) to Zoho CRM and easily resend any gravity forms entry to Zoho CRM.

Send Data As Zoho CRM object Notes

Sometime you have form fields which can not be mapped to any zoho field. So you can send such gravity forms fields as Zoho CRM Object(contact, account, lead, case, deal etc) notes.

Error Reporting

If there is an error while sending data to Zoho CRM, an email containing the error details will be sent to the specified email address.

Create Or Update Contact in Zoho CRM

If a contact,lead,account already exists in Zoho CRM , update it otherwise create a new object in Zoho CRM.

Premium Version Features.

Following features are not available in Pro version only Gravity Forms Zoho CRM Plugin.

  • Custom modules of Zoho CRM, Custom fields and particularly Phone Number fields.
  • Add Lead or Contact to any Campaign.
  • Set Lead Source and Status in Zoho CRM.
  • Assign one Object to other. For example assigning a contact to a case
  • Assign Object(Contact, Lead etc) Owner to any Object in Zoho CRM.
  • When any user submits a form , you can track gclid, utm parameters and Geolocation.
  • Lookup lead’s email and phone number using popular email and phone lookup services when anyone submits a contact form.
  • 20+ premium addons

Need Zoho Plugin for Woocommerce ?

We have a Woocommerce connector for Zoho CRM, Books, Invoice, Inventory. Woocommerce Zoho Integration

Why Gravity forms Zoho CRM add-on by CRM Perks

Gravity Forms has official Zoho crm addon which is good but it lacks some features like custom modules. Our Gravity forms Zoho CRM add-on has all features and uses latest version of Zoho API.

Free version of Gravity forms Zoho CRM add-on

Easily integrate Gravity Forms to Zoho CRM with this free Gravity Forms Zoho CRM add-on. You can Create/Update a contact, account, case, Opportunity or Order in Zoho CRM crm when any user submits a form.

Want to send Gravity Forms data to other crms

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

스크린샷

  • Connect Zoho CRM Account.
  • Map Zoho CRM fields.
  • Gravity Forms Zoho CRM logs.
  • Send Gravity Forms entry to Zoho CRM.
  • Get Customer's email infomation using (Premium feature).
  • Get Customer's geolocation, browser and OS (Premium feature).

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

How to integrate Zoho CRM with Gravity Forms

  • You can easily integrate Zoho CRM with Gravity Forms.
  • Simply install this free Gravity Forms Zoho CRM addon, Connect Zoho CRM account then map Gravity Forms fields to Zoho CRM object(lead, account etc) fields.
  • Open any Gravity forms entry and click “Send to Zoho” button.

Gravity forms Zoho CRM integration

create or update any object(contact, account, lead, case, task, any custom object etc) in Zoho CRM when any user submits a form.

Can i use Zoho CRM custom fields and custom modules

Some features like zoho custom modules and custom fields and particularly phone number fields are available only in Pro version.

Can i use or assign object created by one feed in other feed

yes this feature is available in Pro version, You can use ID of an object creatd/updated by one feed in other feed. For example, adding a contact to account.

Gravity Forms Zoho CRM

  • First connect your zoho account to Gravity Forms by clicking “Login with Zoho” button.
  • Create a zoho feed, select zoho object then map Gravity forms fields to zoho object fields.
  • When anyone will submit a form, it will go to your zoho account.

Gravity Forms Zoho Bigin Integration

  • Easily connect Gravity Forms to your zoho Bigin account.
  • Create feeds for Zoho Bigin Contacts, Task, Deals etc.
  • New Gravity Forms entry will be automatically sent to Zoho Bigin.
  • You can mannually send any Gravity Forms entry to Zoho Bigin by clicking “send to Zoho” button.

후기

2023년 1월 11일
Excellent plugin, works perfect from the beginning. Great support as well.
2022년 10월 13일
Works well, gives me control over how to integrate my gravity forms leads with zoho CRM without asking for a developer to help. Had one small issue which was due to me not refreshing the connection and Sam responded quickly to offer help. Very happy and would recommend.
2022년 2월 17일 1 reply
We've had no issues with the plugin, but I did have some questions. Support got right back with me and then even followed up to see if I needed anything else. They also answered my questions in full. Thanks guys! Adam
2022년 1월 13일 1 reply
This plugin is incredible. I love that I can set each feed to run conditionally based upon the success of other feeds. The detailed logging makes it easy to see what this plugin is doing. And the support has been really fast and helpful.
2020년 12월 22일
After not being able to use the Gravity Zoho plugin due to us having Zoho One subscriptions, we tried the Perks plugin a little apprehensively. However, it connected to Zoho very easily, gave us access to all our fields in each of the modules including custom fields, and really did do everything we needed (plus a few things we didn't know we could do but have since used) with very little effort. A great plugin.
모든 19 평가 읽기

기여자 & 개발자

“WP Gravity Forms Zoho CRM and Bigin”(은)는 오픈 소스 소프트웨어입니다. 다음의 사람들이 이 플러그인에 기여하였습니다.

기여자

자국어로 “WP Gravity Forms Zoho CRM and Bigin”(을)를 번역하세요.

개발에 관심이 있으십니까?

코드 탐색하기는, SVN 저장소를 확인하시거나, 개발 기록RSS로 구독하세요.

변경이력

1.1.9

  • added “zoho triggers” field.

1.1.8

  • added “zoho bigin”.

1.1.7

  • fixed “zoho connection settings” issue.

1.1.6

  • fixed “debug xss” issue.

1.1.5

  • fixed “entry date” issue.

1.1.4

  • fixed “real file upload” feature.

1.1.3

  • added “disable logs” feature.

1.1.2

  • fixed multiselectpicklist field.

1.1.1

  • added feature “send to zoho on payment completion”.

1.1.0

  • added assignment rule support.
  • fixed multi-select field of zoho.

1.0.9

  • added zoho.com.au support.

1.0.8

  • fixed Null field value for fileupload field.
  • fixed zoho boolean field.

1.0.7

  • added entry_status field for checking spams entries.

1.0.6

  • fixed filters in log detail.

1.0.5

  • fixed mapping list field to Zoho text field.

1.0.4

  • fixed lead source and status fields.
  • fixed invalid_data error if field value is empty.

1.0.3

  • added gclid field.
  • fixed empty gravity forms fields list.

1.0.2

  • fixed empty form fields list on adding new field.

1.0.1

  • moved to Zoho API V2.

1.0

  • Initial release.