Zoho CRM Integration: The Best CRM Platform

Zoho CRM Integration: Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform. Trusted by over a 100 million users worldwide!

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

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.

Zoho CRM Integration Tutorial

Authorization of Zoho CRM Integration

To set up the Zoho CRM integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Zoho CRM from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Data Center: Select a Data Center from the drop-down list.

To get your Zoho CRM Client ID and Client Secret, follow these steps:

• Access Zoho Developer Console: Go to “Zoho Developer Console“.
• Add Client: Click on “Add Client” and choose “Server-Based Application” as the client type.
• Name your Application: Provide a descriptive name for your application.
• Gather Integration Details:
  • Go to your integration’s settings page (separate platform).
  • Copy the Homepage URL from the integration settings.
• Paste Homepage URL: In the Zoho API Console, locate the “Homepage URL” field and paste the copied URL.
• Gather Authorized Redirect URIs:
  • Still on your integration’s settings page, copy the Authorized Redirect URIs.
• Paste Authorized Redirect URIs: In the Zoho API Console, find the “Authorized Redirect URIs” field and paste the copied URIs.
• Create Client: Click the “Create” button to finalize the process.
• Copy Client Credentials: The Zoho API Console will display your “Client ID” and “Client Secret“.
• Integrate Credentials: Copy and paste these credentials (Client ID and Client Secret) into the designated fields on your integration platform.

Once you have successfully entered your Zoho CRM Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Module: Select a Module from the drop-down list. For example: “Leads“

Layout: Select a Layout from the drop-down list. For example: “Standard“

Related List

Sending data to related lists in Zoho CRM is really easy! You just need to click on the Plus (+) icon to add your related list. Then, choose the related list module and layout from the drop-down menu. Next, map the mandatory fields by clicking on the Plus (+) button. And the best part is, you can map as many fields as you want!

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho CRM. The “Last Name” and “Company” field is the default and required field in Zoho CRM, so you will need to map your form’s “Last Name” and “Company” field to this field in Zoho CRM. You have the option to map additional fields by clicking on the Plus (+) icon.

Actions

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.

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 where you want to send data.

Approval: Select this option to automatically send form data to your Zoho CRM approval list instead of adding them.

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.

Capture GCLID: By enabling this option, you can send the click details of your AdWords ads to Zoho CRM.

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 protected].

1. First, it’s checked if the email [email protected] exists in the CRM. If it does, then the mapped fields get updated to the record associated with that email address.
2. In case the email address [email protected] 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.
3. If none of the field values exists, then a new record with all the mapped details is created under the mapped CRM module

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.

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 is a list of tag records in the dropdown. You can use Zoho CRM by default tag, form fields also can add a custom tag. Play

Record Owner: Select this option so you can set a record owner of the sent record.

Supported Modules: You can integrate your forms with the following

CRM modules:

• 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.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Zoho CRM API“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.