Reaching out to prospects at just the right time and in all the right channels is a critical piece of your sales team’s success. Getting all the pieces you need for a successful deal in place and organized to lead into closing can be a challenge. If Zoho is your CRM of choice, then this integration is what you need to ensure your connection to WordPress won’t ever be an obstacle.
- Are you done with maintaining a custom integration that takes time away from focusing on sales?
- Less than impressed with your current solution for pulling data into your Zoho account from WordPress?
- Still transferring data manually between your website and your CRM?
The Zoho CRM extension for Ninja Forms will take that extra workload away, forging a direct link between your WordPress forms and Zoho account. Work smarter!
Connect your WordPress forms directly to your Zoho CRM account
The Zoho CRM extension for Ninja Forms enables you to send customer submitted data from your WordPress forms directly into your CRM account. Easily create:
This integration will automatically link your Contacts with the Account, Potential, Task, and Note. If you create a Lead, it will be linked to the Note and Task.
Work smarter by letting your sales team focus on sales and your plugin handle the rest!
Map form fields to Zoho neatly and easily (including custom fields), trigger workflow rules, and more!
The Zoho field mapper, addable to any form, makes configuring data flow between form and account a breeze. Simply select the form field, pair it to the desired Zoho account field, and go. Data will be passed directly into your account with every new form submission!
Custom fields are completely supported and easily configurable as well. If you need a constant value passed into your account, simply define it along with the account field it needs to be passed to. There’s nothing more to it.
Workflows can be triggered with any new submission and can be set to require approval, or not, with a single setting.
What are you waiting on? Integrate WordPress with Zoho CRM today and close more deals the smarter way faster and easier than ever before!
Correct key name for API v1 authtoken
Add EU domain extension for EU accounts. Changed from v1
Use Zoho\’s API v2; v1 is being phased out
Add multiple entries for each module using advanced command example: Lead_XX adds XX number of leads
Remove undesired modules from field map list for easier map building example: Lead_0 removes the lead module from the dropdown
Add Email Opt Out field map for Lead and Contact
2017.07.09 Add EU endpoint with filter and advanced command
2017.04.15 Remove html tags appearing in text areas; option to keep tags with advanced command and filter
Add quick authtoken test link on settings page
Change name and slug constants for auto updates Add Lead Description to available field maps
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
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
2015.04.22 Add custom field mapping for Contact Module
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
Escape attributes for form submission data; prevents error when certain characters are included
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
2014.06.24 Escape attributes for pick list options to prevent comm failure when selections include special characters
2014.06.03 Add raw communication data to settings page to enable faster customer support
2014.05.19 Modify zoho crm scope to remove key from value
Custom mapped field to allow dash
Use User Analytics\’ field grabbing function created by Patrick Rauland instead of custom function originally used
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
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
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
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