Plugin Details
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We guarantee 100% satisfaction with our help & support service. However, if our plugin still doesn’t meet your needs, we’ll happily refund 100% of your money within 30 days of your purchase. No questions will be asked.
Contact Form 7 Integration with Zoho CRM
Zoho CRM is a comprehensive, web-based, one of the most popular CRM solutions for tracking and managing your online leads. Also Contact Form7 is a simple, user-friendly form solution that can be used to collect data from your customers. So the idea behind integration of Contact Form7 with Zoho CRM is that it allows admin to send all the form submissions (including leads, prospects, and customers) to Zoho CRM. The key benefits of this integration is to enables users to manage their contacts from inside Zoho CRM easily and reliably.
If you are looking to enhance your business operations using our form and WooCommerce plugin integrations, you can explore our combo packs section, which offers a variety of options.
Our Refund Policy
We guarantee 100% satisfaction with our help & support service. However, if our plugin still doesn’t meet your needs, we’ll happily refund 100% of your money within 30 days of your purchase. No questions will be asked.
Zoho CRM Integration With Contact Form 7
A Step-by-Step Tutorial
OverView
Connect your Zoho CRM account and Contact Form 7
- Go to Integration of Zoho CRM and Contact Form 7 plugin from WordPress
- Select form created by Elementor forms from which you want to send data in Zoho CRM
- Then go to Zoho CRM authorization page
- For Client id & Client Secret click on Zoho API console.
- Select “Server Side Applications”
- Give a client name but It cannot contain keyword “Zoho”
- Copy “Homepage URL” and “Authorized Redirect URIs” from the plugin
- It will generate “Client ID” and “Client Secret”, paste it in the plugin
- Now complete the authorization process
Module and Layout
[Note :Users can select all the modules & layouts for the pro version.]
Fields Mapping
To synchronize with the Zoho CRM interface with Contact Form 7, mapping is a mandatory feature. Mapping all the Contact Form 7 fields with the related Zoho CRM fields make sure that all the form submission data will be shown perfectly on your CRM account. Apart from mapping all the necessary fields, users can send custom value to any Zoho CRM fields if they want.
Fields Mapping
Integration between Contact Form 7 and Zoho CRM has 9 addition action which helps user to control the data submission as well as to track their leads/Contacts more preciously on CRM account. The actions available are:
- 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 : You can send form attachments and Contact Form 7 data to Zoho CRM in leads module. 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 which you want to send data.
- Approval list : 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 which you want to send data.
- 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.
- GCLID : Sends the click id of Google ads to Zoho CRM.
1. Edit the Form
2. Add an HTML Field to Your Form
3. Inside the HTML field you added in step 2, insert the following HTML code. This code creates a hidden field to store the GCLID value.
[hidden zc_gad id:zc_gad ]
4. After adding the hidden field, save or update the page to apply the changes to your Elementor form.
5. Insert the following tracking code just before the closing </body> tag. This code loads the tracking script:
<script type="text/javascript" src='https://crm.zoho.com/crm/javascript/zcga.js'></script>
6. Now, you need to enable the Capture GCLID option from your Integration. This step is crucial for capturing GCLID values and sending them to Zoho CRM.
7. With these changes in place, your Integration will now be capable of capturing GCLID values and sending them to Zoho CRM when users click on your Google ads and submit forms. This helps in tracking conversions and attributing them to specific ad clicks.
- Upsert Record : If you choose the YES option, any record with the same value in Zoho CRM will be updated with the new information. On the other hand, selecting NO will create a new record in Zoho CRM. Additionally, you have the ability to arrange the fields in the order that the upsert process should occur.
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].
a. 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.
b. In case of 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.
c. If none of the field values exists, then a new record with all the mapped details is created under the mapped CRM module - Assignment Rule : 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 has a list of tag records in the dropdown. You can use Zoho CRM by default tag, form fields also can add a custom tag.
- Record owner : Select this option and you can set a record owner of the sent record.
Timeline/Log
Here you can see the API response from Zoho CRM after Contact Form 7 is submitted. You will get a response whether the submission is successful or failed. It will help you to debug the situation.