Deze plugin is niet getest met de laatste 3 grotere versies van WordPress. Mogelijk wordt het niet meer onderhouden of ondersteund. Ook kunnen er compatibiliteitsproblemen ontstaan wanneer het wordt gebruikt met recentere versies van WordPress.

Integration for Gravity Forms with Zoho CRM

Beschrijving

Integration for Gravity Forms with Zoho CRM is a Zoho CRM integration plugin for WordPress that makes it really simple to send your Gravity forms directly to your Zoho CRM account. After the integration, submitted forms are automatically added as lead, contact, or others modules in Zoho CRM to the specified account in Zoho CRM.

Configuration

  1. Go to ‘Admin’ -> ‘GF – Zoho CRM’ -> “Integration”.
  2. Register App in Zoho CRM to get Client ID and Client Secret.
    For US, https://api-console.zoho.com/,
    For AU, https://api-console.zoho.com.au/,
    For EU, https://api-console.zoho.eu/,
    For IN, https://api-console.zoho.in/ and etc

Features

  1. Easily integrate your Gravity Forms form with Zoho CRM Any Modules.

  2. Integrated Gravity Forms form can automatically add your site new form submissions to your Zoho CRM Any Modules.

  3. Easily map your Gravity Forms form fields to your Zoho CRM Any Modules fields.

  4. Action Event option for ‘Create Module Record’.

  5. Support Zoho CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).

  6. Support Gravity Forms form File Attachments and upload form file attachments to your Zoho CRM ‘Attachments’.

  7. Support for multiple layouts.

  8. Support for tags.

  9. Section for view Zoho CRM API error logs.

Please feel free to contact us for any further assistance : support@ignizee.com

Schermafdrukken

  • Zoho CRM Authendication
  • Create a form using Gravity forms
  • Mapping fields with Zoho CRM
  • Configuring Gravity forms
  • Mapping fields with Gravity forms
  • Api Failure log

Beoordelingen

Lees 1 beoordeling

Bijdragers & ontwikkelaars

“Integration for Gravity Forms with Zoho CRM” is open source software. De volgende personen hebben bijgedragen aan deze plugin.

Bijdragers

Changelog

1.0.1 tag added
1.0.2 tag added