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Zoho Integration – Integrate 20+ Plugins to Zoho CRM & More

Zoho Integration – Integrate 20+ Plugins to Zoho CRM & More

By Plugcrux
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Easily connect Zoho CRM and Bigin with popular WordPress forms like Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms. Automatically send form submissions to CRM modules like Leads, Contacts, Accounts, and Custom Modules, saving time and reducing manual work. No coding needed—just set up and start syncing data instantly. Improve your workflow and manage leads effortlessly with this seamless integration for WordPress.

Watch the video overview of Zoho CRM & Bigin Integration for WordPress Forms

At Zoho CRM Integration & Bigin Integration, we focus on seamless WordPress form connectivity. This plugin automates form data syncing with Zoho CRM and Zoho Bigin without limits.

We prioritize speed and accuracy, ensuring your data reaches Zoho CRM and Bigin instantly. The plugin is lightweight and optimized for fast performance.

Use ready-made mappings or customize field mappings for Zoho CRM and Zoho Bigin. The simple, user-friendly interface makes setup quick and hassle-free.

No need to install multiple plugins for different form builders—this plugin seamlessly connects your business applications with all major WordPress form builders in one solution. Automate lead capture, customer data syncing, and form submissions with:

Supported Forms:
– Contact Form 7
– Gravity Forms
– WPForms
– Elementor Forms
– Formidable Forms

Need support for additional forms? Let us know! Submit a request via the Feature Request or contact us using the Support Form.

One-Click Account Authentication

Easily authenticate your accounts with a single click, eliminating the need for complex API configurations. Follow these simple steps to connect your account:

  1. Go to the Accounts Page – Navigate to the plugin settings and open the Accounts section.
  2. Add a New Account – Click the “Add Account” button.
  3. Select Your Data Center & Service – Choose your preferred service (CRM or Bigin) and select the appropriate data center (US, EU, IN, CN, AU, etc.).
  4. Authenticate – Click the “Authenticate” button to initiate the OAuth authentication process.
  5. Grant Access – You will be redirected to the authorization page. After granting the required permissions, your account will be successfully added.

This seamless authentication process saves time, improves security, and makes CRM management effortless for businesses using Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms.

Setup

Once your account is authenticated, proceed to the Setup Page to configure your form integrations effortlessly. Follow these steps to map your WordPress forms with CRM platforms:

  1. Go to the Setup Page – Navigate to the Setup section in the plugin settings.
  2. Add a New Integration – Click the “Add Integration” button.
  3. Select Your Form Plugin – Choose from Contact Form 7, WPForms, Elementor Forms, Gravity Forms, or Formidable Forms.
  4. Choose Your Account – Select the CRM or Bigin account you want to integrate with.
  5. Assign a Module – Pick a module (Leads, Contacts, Accounts, Custom Modules) where form data should be stored.
  6. Map Fields – Match form fields to the CRM fields using an intuitive drag-and-drop interface.
  7. Save & Activate Integration – Once field mapping is done, save your settings to enable automatic data syncing.

This integration plugin makes lead capture, customer management, and sales automation seamless—eliminating manual work and boosting efficiency.

Error Log & Resync Failed Submissions

Easily monitor and manage integration errors with the built-in Error Log Page. This feature ensures that no data is lost due to failed submissions, allowing you to identify issues and retry sending records with a single click.

How to Use the Error Log Page

  1. Navigate to the Error Log Page – Access it from the plugin settings menu.
  2. View Failed Submissions – See a detailed list of form entries that failed to sync.
  3. Identify Errors – Check error messages and reasons for failure (e.g., invalid credentials, missing required fields, API timeout).
  4. Resync Failed Entries – Click the “Resync” button to retry sending the failed records.
  5. Delete Error Logs – Clean up logs by removing old or resolved error entries.

With this Error Log & Resync feature, you get full control over your integration, ensuring that every form submission is successfully processed.

Settings

The Settings Page allows you to customize and manage how your integration functions. From data retention options to email notifications, this section gives you complete control over your preferences.

How to Use the Settings Page

  1. Navigate to the Settings Page – Go to the plugin menu and open the Settings tab.
  2. Manage Data Handling – Choose whether to store form submission data in WordPress before sending it to your CRM.
  3. Enable or Disable Auto Data Deletion – Automatically remove stored data when uninstalling the plugin to keep your site clean.
  4. Configure Email Notifications – Get alerts when form submissions fail to sync with your CRM.

Key Features of the Settings Page

  • Auto Data Cleanup – Remove plugin-related data upon uninstallation to maintain a clutter-free WordPress site.
  • Custom Error Notifications – Receive instant email alerts for failed form submissions.

With these customizable settings, you can fine-tune your integration for optimal performance and reliability.

Benefits of Using This Plugin

  • Single-click authentication with your Zoho account.
  • Manage multiple accounts with a simple and intuitive UI.
  • View all details in a popup, eliminating confusion with next and previous pages.
  • Support for custom fields, geolocation fields, and UTM fields.
  • Multiple options for adding records: add, update, skip, etc.
  • Filter records using criteria like “contains,” “starts with,” or “ends with.”
  • Resync option for records that failed to post to Zoho CRM.
  • Email notifications for any record that fails to sync with Zoho.

Support

Need help or have a feature request?

Website: https://integrazo.com/
Email: support@integrazo.com

Additional Notes

This plugin is compatible with WordPress multisite installations. Tested rigorously to ensure reliable and efficient CRM integrations.

Screenshots

  • Connect Account
  • Map Fields
  • Detailed Error Logs
  • Settings Page

Installation

Installing and setting up the plugin is quick and straightforward. Follow these steps to get started:

Automatic Installation (Recommended)

  1. Log in to your WordPress admin panel.
  2. Go to Plugins > Add New.
  3. In the search bar, type Integrazo and locate this plugin.
  4. Click Install Now, then activate it.
  5. Open the plugin settings and follow the guided setup to configure your form integration.

Manual Installation

  1. Download the plugin ZIP file from the WordPress Plugin Directory.
  2. Log in to your WordPress dashboard and go to Plugins > Add New.
  3. Click Upload Plugin and select the downloaded ZIP file.
  4. Click Install Now, then activate it.
  5. Access the plugin settings to complete the setup.

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Which WordPress forms does this plugin support?

This plugin seamlessly integrates with multiple WordPress form builders to automate lead capture and sync submissions to Zoho. The supported forms include:

  • Contact Form 7 – Connect Contact Form 7 to Zoho for effortless lead management.
  • Gravity Forms – Automate data transfer from Gravity Forms to Zoho without manual work.
  • WPForms – Easily integrate WPForms with Zoho to capture leads and sync form entries.
  • Elementor Forms – Send Elementor Forms submissions directly to Zoho for smooth automation.
  • Formidable Forms – Sync Formidable Forms with Zoho to manage customer data efficiently.

Need support for additional forms? Submit a request via our Feature Request page or contact us through the Support Form.

How to connect Contact Form 7 with Zoho?

To set up Contact Form 7 integration with Zoho, follow these steps:

  • Open the plugin settings and go to the Setup tab.
  • Select Contact Form 7 as your form type.
  • Choose a Zoho module (Leads, Contacts, etc.) or a pipeline for data mapping.
  • Map your form fields to Zoho fields using an intuitive interface.
  • Click Save Integration to enable automatic syncing.

If you’re looking for other powerful integrations, check out our related plugins:

How to integrate WPForms with Zoho?

Setting up WPForms Zoho integration is quick and easy. Follow these steps to connect your form with Zoho:

  • Navigate to the plugin settings and open the Setup tab.
  • Select WPForms as your form type.
  • Choose a Zoho service and assign a module to store form data.
  • Match form fields with corresponding Zoho fields for accurate data transfer.
  • Click Save Integration to activate seamless form syncing.

Looking for more WordPress automation solutions? Explore these recommended plugins:
* Zoho Forms Integration – Send any WordPress form data to Zoho instantly.
* Mailchimp Auto-Sync – Effortlessly sync WPForms entries with Mailchimp.
* HubSpot Contact Sync – Automate WPForms submissions to HubSpot CRM.
* Freshworks Forms Connector – Integrate WPForms with Freshworks CRM for lead automation.

With this WPForms Zoho integration, you can streamline data collection and automate lead management without manual effort.

How to connect Elementor Forms with Zoho?

Easily set up Elementor Forms Zoho integration to automate data transfer. Follow these steps to connect your forms:

  • Open the plugin settings and go to the Setup section.
  • Select Elementor Forms as your form type.
  • Choose your preferred Zoho service and assign a module for storing submissions.
  • Map form fields to Zoho fields to ensure seamless data syncing.
  • Click Save Integration to activate the connection.

Want to enhance your WordPress automation? Check out these recommended plugins:
* Zoho Contact Form Integration – Easily link any WordPress form with Zoho.
* Mailchimp Sync for Elementor – Automatically send Elementor form data to Mailchimp.
* HubSpot Elementor Connector – Sync Elementor Forms with HubSpot CRM.
* Freshworks CRM Form Integration – Automate lead management with Freshworks CRM.

With Elementor Forms Zoho integration, you can streamline form submissions, automate lead capture, and improve CRM workflows effortlessly.

How to integrate Gravity Forms with Zoho?

Easily set up Gravity Forms Zoho integration to automate form submissions. Follow these steps to connect your forms with Zoho:

  • Open the plugin settings and navigate to the Setup section.
  • Select Gravity Forms as your form type.
  • Choose your preferred Zoho service and assign a module to store form entries.
  • Map form fields to Zoho fields to ensure accurate data transfer.
  • Click Save Integration to enable automatic syncing.

Looking for more WordPress automation tools? Check out these related plugins:
* Zoho Form Connector – Integrate any WordPress form with Zoho for lead management.
* Gravity Forms Mailchimp Sync – Connect Gravity Forms to Mailchimp for automated email marketing.
* Gravity Forms HubSpot Integration – Send Gravity Forms entries directly to HubSpot CRM.
* Freshworks CRM Gravity Integration – Automate Gravity Forms lead capture with Freshworks CRM.

With Gravity Forms Zoho integration, you can seamlessly transfer form submissions, improve lead tracking, and automate your workflow without any manual effort.

How to integrate Formidable Forms with Zoho?

Set up Formidable Forms Zoho integration to automatically sync form submissions. Follow these steps to connect your forms:

  • Open the plugin settings and go to the Setup section.
  • Select Formidable Forms as your form type.
  • Choose your preferred Zoho service and assign a module to store the data.
  • Map form fields to Zoho fields for accurate data synchronization.
  • Click Save Integration to enable automatic syncing.

Want to extend your form automation? Explore these recommended plugins:
* Zoho Forms Sync – Easily connect any WordPress form with Zoho for real-time data transfer.
* Formidable Forms Mailchimp Integration – Automate Mailchimp email marketing with Formidable Forms.
* Formidable Forms HubSpot Connector – Send Formidable Forms submissions to HubSpot CRM.
* Freshworks CRM Formidable Integration – Sync Formidable Forms with Freshworks CRM for automated lead capture.

With Formidable Forms Zoho integration, you can simplify data management, automate lead generation, and enhance CRM workflows effortlessly.

What are the major plugins in Integrazo?

Integrazo supports multiple WordPress form builder integrations with Zoho and other CRMs.

**Zoho CRM Integration**

**Zoho Bigin Integration**

**HubSpot Integration**

**Freshsales Integration**

**Mailchimp Integration**

**Zoho Campaigns Integration**

What are the current Zoho plugins?

Zoho integrations available in Integrazo help automate business workflows with WordPress forms.

  • Zoho CRM Integration – Connect WordPress forms to Zoho CRM for seamless lead management.
  • Zoho Bigin Integration – Sync Contact Form 7, WPForms, Gravity Forms, Elementor Forms, and Formidable Forms with Zoho Bigin.
  • Zoho Campaigns Integration – Automate email marketing by sending form submissions directly to Zoho Campaigns.
  • Zoho Desk Integration (Under Development) – Streamline customer support by integrating WordPress forms with Zoho Desk.
  • Zoho Books Integration (Upcoming) – Automate invoice and transaction management with Zoho Books integration.
  • Zoho Inventory Integration (Upcoming) – Sync product and order details between WordPress and Zoho Inventory.
  • Zoho People Integration (Upcoming) – Connect employee management workflows with Zoho People.
  • Zoho Recruit Integration (Upcoming) – Automate candidate tracking and job applications with Zoho Recruit.
  • Zoho Creator Integration (Upcoming) – Link WordPress forms with Zoho Creator for advanced custom app development.
  • Zoho Subscriptions Integration (Upcoming) – Manage recurring payments and subscriptions using Zoho Subscriptions.
  • Zoho Commerce Integration (Upcoming) – Automate eCommerce workflows by syncing WordPress with Zoho Commerce.
  • Zoho Analytics Integration (Upcoming) – Export form submissions to Zoho Analytics for real-time data insights.
  • Zoho SalesIQ Integration (Upcoming) – Capture leads from live chat and sync them with WordPress forms.
  • Zoho Invoice Integration (Upcoming) – Generate invoices automatically with form submissions in Zoho Invoice.
  • Zoho Projects Integration (Upcoming) – Convert WordPress form data into tasks and projects in Zoho Projects.
  • Zoho Marketing Automation Integration (Upcoming) – Sync WordPress form leads with Zoho Marketing Automation campaigns.
  • Zoho Social Integration (Upcoming) – Manage social media engagement by linking WordPress data to Zoho Social.
  • Zoho Assist Integration (Upcoming) – Automate customer support requests and remote assistance using Zoho Assist.
  • Zoho WorkDrive Integration (Upcoming) – Store WordPress form attachments directly in Zoho WorkDrive.
  • Zoho Forms Integration (Upcoming) – Extend Zoho Forms functionality by syncing submissions with WordPress.
  • Zoho Expense Integration (Upcoming) – Automate business expense tracking with Zoho Expense.
  • Zoho Contracts Integration (Upcoming) – Manage legal agreements and contracts linked with WordPress forms.
  • Zoho Sign Integration (Upcoming) – Automate document signing processes using Zoho Sign.
  • Zoho Vault Integration (Upcoming) – Enhance security by linking credential management with Zoho Vault.
  • Zoho Cliq Integration (Upcoming) – Sync WordPress notifications and user data with Zoho Cliq for team collaboration.
  • Zoho Backstage Integration (Upcoming) – Manage event registrations and attendee details with Zoho Backstage.
  • Zoho Mail Integration (Upcoming) – Automate email workflows by linking WordPress forms to Zoho Mail.
  • Zoho Writer Integration (Upcoming) – Create dynamic documents based on WordPress form submissions in Zoho Writer.
  • Zoho Showtime Integration (Upcoming) – Automate online training registrations by integrating WordPress forms with Zoho Showtime.

What happens if a form submission fails to reach Zoho CRM or Zoho Bigin?

If a submission fails, it will be logged in the Error Logs section. You can:

  • View the Zoho CRM and Zoho Bigin error message
  • Identify the Zoho API issue causing the failure
  • Use the resync option to retry sending failed records

Does this plugin support advanced field mapping for Zoho CRM and Zoho Bigin?

Yes, this plugin includes advanced field mapping with custom field support for Zoho CRM and Zoho Bigin. You can:

  • Map WordPress form fields to Zoho CRM custom fields and Bigin fields
  • Apply dynamic field mapping rules for Zoho CRM integration
  • Ensure structured data transfer with accurate field matching

Can I send file attachments from WordPress forms to Zoho CRM and Zoho Bigin?

Yes, file uploads from WordPress forms to Zoho CRM and Zoho Bigin are supported in the premium version. You can:

  • Send file attachments from Contact Form 7, WPForms, Gravity Forms, Elementor Forms, and Formidable Forms
  • Attach files directly to Zoho CRM records and Zoho Bigin

Is real-time sync available for Zoho CRM and Zoho Bigin?

Yes, the plugin enables real-time syncing between WordPress forms and Zoho CRM or Zoho Bigin to ensure instant lead capturing.

Does this plugin support conditional logic for form submissions?

Yes, this plugin includes conditional logic for Zoho CRM and Bigin form automation. You can:

  • Set rules to control when form submissions are sent to Zoho CRM and Zoho Bigin
  • Apply filters and conditions for lead segmentation

How do I troubleshoot Zoho CRM or Zoho Bigin integration issues?

If you face issues with Zoho CRM integration or Zoho Bigin connection, follow these steps:

  • Check your Zoho API credentials and re-authenticate if needed
  • Verify that form fields are mapped correctly in the integration settings
  • Review the error logs to find failure reasons
  • Ensure your Zoho API rate limits are not exceeded
  • Contact our Support Team for assistance

Is a Zoho CRM or Zoho Bigin account required to use this plugin?

Yes, an active Zoho CRM or Zoho Bigin account is required to sync WordPress forms with Zoho.

How secure is the data transfer between WordPress and Zoho?

This plugin follows strong security protocols to protect Zoho CRM and Zoho Bigin data, including:

  • OAuth 2.0 authentication for secure API access
  • Encrypted API requests to prevent data breaches
  • GDPR compliance for WordPress form security and privacy

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“Zoho Integration – Integrate 20+ Plugins to Zoho CRM & More” is open source software. The following people have contributed to this plugin.

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Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.0.4

  • Verified: Compatibility with WordPress 6.7.2
  • Updated: Implemented the latest Zoho API updates
  • Refined: Enhanced user interface for better usability

1.0.3

  • Added clear step-by-step screenshots to the documentation.

1.0.2

  • Enhanced security by validating plugin page URLs in the account section.
  • Expanded the FAQ section with additional questions and answers.
  • Updated and refined the documentation for better clarity.

1.0.1

  • Introduced a review section for user feedback.

1.0.0

  • Initial release with support for Contact Form 7, Gravity Forms, WPForms, Elementor Forms, and Formidable Forms.
  • Implemented error logging and a resync feature for failed submissions.
  • Added email notifications for integration failures.

Meta

  • Version 1.0.4
  • Last updated 1 வாரம் முன்பு
  • Active installations 10 க்கும் குறைவாக
  • WordPress version 5.2 அல்லது மேல்
  • Tested up to 6.7.2
  • PHP version 7.0 அல்லது மேல்
  • Language
    English (US)
  • Tags
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