Easily integrate your Zoho CRM and convert more inquiries into sales

Ninja Forms +
Zoho CRM

With Ninja Forms, you can create beautiful forms that entice visitors to contact you. By connecting your forms to your Zoho CRM, you’ll be able to monitor your best lead sources, follow up effectively with each inquiry, and convert those inquiries into more sales.

Here’s What Ninja Forms + Zoho can do for you:

  • Automatically create a new lead from your contact form.
  • Track which web page or marketing campaign generated the lead.
  • Record their interests and inquiries so you sell directly to them.

Supported modules are:

  • Contacts
  • Leads
  • Accounts
  • Potentials
  • Notes
  • Tasks

In addition to this impressive list of modules, your contacts will automatically be linked with the Account, Potential, Task, and Note. If you create a Lead, it will be linked to the Note and Task. Custom Fields you create in Zoho are also available for use.

You’ll save time and effort as each entry is automatically logged and categorized for you. Don’t let those form submissions get lost in a pile of emails – stay organized and follow up with each and every inquiry and convert them into sales.

Changelog

3.0.1

Change name and slug constants for auto updates Add Lead Description to available field maps

3.0

2017.01.19 Add upgrade from 2.9 function

2017.01.07 Return $data in Action process

2017.01.07 3.0-compatible ready for testing

1.8.0

2016.06.28 Add custom field capability for Accounts (standard fields and text area) Enable text area custom fields for Contacts

= 1.7.1= 2015.09.16 Change field map value for Contact \”Mailing\” and \”Other\” Zip Code

1.7

2015.04.22 Add custom field mapping for Contact Module

1.6.1

2014.11.20 Add mapping capability to more NF fields Change custom field preg_replace to esc_html – allows for special characters in custom fields

1.5.1

Escape attributes for form submission data; prevents error when certain characters are included

1.5

2014.08.06 New Features: Add modules for Accounts, Contacts, Potentials, Tasks, and Notes Add parameters for Approvals and Workflow Triggers Tweaks: Convert to JSON for response handling and OOP for communication

1.4.1

2014.06.24 Escape attributes for pick list options to prevent comm failure when selections include special characters

1.4

2014.06.03 Add raw communication data to settings page to enable faster customer support

1.3.4

2014.05.19 Modify zoho crm scope to remove key from value

1.3.3

Update tags

1.3.2

Custom mapped field to allow dash

1.3.1

Use User Analytics\’ field grabbing function created by Patrick Rauland instead of custom function originally used

1.3

Add Custom Field Mapping

–data-processing.php Add Custom Field Mapping option

Modify Annual Revenue validation to remove all non-numeric and conver to integer

Remove function that turns on error log writing

–field-registration.php modify field mapping function to make it extendable by other plugins with custom fields add custom mapping field

1.2

Initial communication with User Analytics

Add User Analytics fields \’country\’ \’region\’ \’postal_code\’ \’city\’ as mappable fields

In field-registration.php, change mapped field values for dividers from \”none\” to \”divider\” and add code to reset to \”none\” before processing. The resetting prevents unwanted fields from being mapped.

In data-processing.php, add secondary check during mapping to ensure divider fields don\’t get mapped

1.1

Modify log data status and debug information based on recent learning from Elicere support ticket

Add preg_replace code for Annual Revenue field to prevent comm failure – Zoho requires integer for Annual Revenue

Format documentation with html headers Modify instructions for end user documentation

1.0

Changed the name of the plugin to fit in with the Ninja Forms standard: Ninja Forms – Zoho CRM. Fixed the version number constant. Changed the licensing option call to the correct format. Add text-domain for all translations (ninja-forms-zoho-crm) Add gettext function around \’Map this field to your Zoho CRM\’ – missing it prior Remove .nff file from plugin – to be uploaded to NF site after approval Remove authtoken test value from remarks Add default .po and .mo to initiate translations