This is part one of a three-part Tips and Tricks series where we will goes over how to integrate your Contact Us page with Zoho CRM.In this part, we show you how to set up WordPress forms so that data goes straight in to Zoho CRM Leads or Contacts. We will be using our Employee Signup form, for this example, but it can be anything that you want to capture data for.
Here's what ours looks like:
After you have logged in, the first thing to look for is ‘Plugins’. Hover over this option and choose Installed Plugins. You need two plugins installed for this integration: Gravity Forms and CRM Perks.
- Check that you have this plugin by scrolling through the alphabetical listing. If you don’t have it (it’s likely you already do), click Add New on the top left of the page and install it. This is a Paid subscription but is only around $150USD per year.
- Once added, the entry should look like this:
- This plugin allows you to create forms for use on your website. We won’t go into too much detail about this. Plenty of online training is available on how to use this plugin, or if you have a website developer, they likely have stacks of experience working with it.
This plugin is the key to completing this integration. You must use the Professional or Premium version (different resources use one or the other of these terms, but they mean the same thing in this case). The Premium version allows you to link to custom Zoho CRM fields, whereas the Standard one only allows linking to standard system CRM fields. This limits the capability of this integration substantially. To install…
- Click Add New on the top left of the page. Search for CRM Perks. The correct one looks like this:
- When installing this, don’t get the version wrong, or you will have to uninstall and reinstall, and it’s a pain!
- Click on More Details if you want to read more. The correct version is only $119 per year, at the time of sending this email. If the plugin is around this amount, you’re on the right track.
Now you’re ready to configure the link to Zoho CRM.
- Click on Forms in the Navigation Bar
- Select a form you have created using Gravity Forms.
- Click Settings from the top and choose Zoho.
- Create a new link to Zoho. Give the Feed a relevant name and select your Zoho Account. You will have to enter your Zoho Username and Password.
- Once that’s done, you can configure the fields. The Feed Name should already be auto-completed, in Section 3 you choose whether this automation will create a Lead or a Contact, and in section 4 you must add the links between Gravity Forms and Zoho fields.
- You can also capture the Gravity form name that this entry came from, plus some other system info that could be useful.
- When mapping to Zoho Custom fields, you must still choose Standard Field. Custom Fields on the WordPress side means you have a list that is only in WordPress, and it has no relationship to Zoho’s lists.
- Don’t forget to click the Save Feed button at the very bottom of the page, or you will lose all of your changes.
- If you have made changes to custom fields, you need to click the Refresh Fields button displayed in the above graphic to update the available fields. However, make sure you Save Feed first, or you will lose all changes made so far.
So, there we go. WordPress Gravity Forms is now integrated with Zoho CRM.
In part 2, we’ll show you how to set up Zoho Forms so that data goes straight into Zoho CRM Leads or Contacts.