Using Zoho CRM integration with WordPress form builder, you can automatically push your WordPress form data in CRM modules. You can easily integrate without any coding. This Documentation goes through the configuration process.
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho CRM if you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho CRM. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button
Map all the mandatory CRM fields to the corresponding fields in your form.
To map more form fields to CRM fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
You can send data Zoho CRM related list from Bit Form. Select the required related list module and layout from the drop-down provided. Then map the mandatory field. To map more fields, click on the (+).
Map all the fields, select the necessary Actions to be performed on integration, and then click on the Save button to save your settings. All the actions are described below.
1.Workflow: Select this option to trigger the Zoho CRM workflow to relevant the selected module. If you didn’t select this option Zoho CRM workflow to relevant the selected module doesn’t work.
2.Attachment: To Select this option you can send file upload field data to Zoho CRM related list Attachments. You can also send file upload field data to Zoho CRM via normal field mapping). Please select the CRM file upload field from the drop-down which you want to send data.
3. Approval: Select this option to automatically send form data to your Zoho CRM approval list instead of adding them.
4.Blueprint: Select this option to trigger the Zoho CRM blueprint to relevant the selected module. If you didn’t select this option Zoho CRM blueprint to relevant the selected module doesn’t work.
5. Upsert Record: Upon selecting the option YES, if a record with the identical value exists in Zoho CRM, it will be updated with the new values. If you select NO, a new record will be created in Zoho CRM. You can arrange fields in the order in which upsert should happen.
Here’s how upsert works:
For example, you arrange the Email field before the Company field. When a form is submitted with the Company as Bitcode and Email as email@example.com.
First, it’s checked if the email firstname.lastname@example.org exists in the CRM. If it does, then the mapped fields get updated to the record associated with that email address.
In case of the email address email@example.com doesn’t exist in your CRM, it’s checked if Bitcode exists under Company. If it does, then the mapped fields get updated to the record associated with that company name.
If none of the field values exists, then a new record with all the mapped details is created under the mapped CRM module
6. Assignment Rules: When you choose this option, Assignment Rules defined in Zoho CRM can be triggered when form entries are added to a CRM module. Please select the assignment rule from the drop-down which you want to trigger.
7. Tag Records: When you choose this option, you can add a tag to the records that are pushed to Zoho CRM. It helps you to search for records in CRM by tag. There has a list of tag records in the dropdown. You can use Zoho CRM by default tag, form fields also can add a custom tag.
8. Record Owner: Select this option you can set a record owner of the sent record.
Supported Modules:You can integrate your forms with the following
Standard Modules: Leads, Contacts, Accounts, Potentials, Campaigns, Cases, Solutions, Products, Price Books, Vendors, Events, Tasks, and Calls.
Custom Modules: Bit Forms can be integrated with all custom modules in Zoho CRM
Supported Field Types :
These are the Bit Forms fields that can be mapped with the respective fields in Zoho CRM.
|SL No||CRM Field||Supported Form Fields|
|1||Single Line||Text, Multi-Line Text, Email, Website, Dropdown, Radio, Checkbox, Number, Decimal, Date, Time, Date-Time.|
|2||Multi Line||Text, Multi-Line Text, Email, Website, Dropdown, Radio, Checkbox, Number, Decimal, Date, Time, Date-Time.|
|5||Pick List||Single Line, Dropdown, Radio|
|11||URL||Single Line, Website|
In the end, create a Workflow for triggering the integration. Select the integration which you created before.