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How to Connect any WordPress Forms to Zoho CRM in 2024

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Onie Dutta
October 5, 2024
Estimated reading: 8 minutes

Are you looking to connect any WordPress Forms to Zoho CRM? Read on to know.

The integration of WordPress forms with Zoho CRM lets business owners streamline lead management, automate data entry, and increase overall efficiency. Zoho CRM is a robust customer relationship management tool that helps businesses capture leads, track sales, and enhance customer engagement. By connecting your form directly to this powerful CRM, you will ensure that all customer inquiries, feedback, or leads generated from your WordPress website automate seamlessly into your CRM, enabling you to manage and nurture them efficiently.

Hold on, wait a second! How do you connect your WordPress Form to Zoho CRM? Although many form builders have direct integrations with Zoho CRM, what happens if you use multiple forms and require additional integrations to send your form data to multiple CRMs?

Worry not, cause we have the most efficient plugin Bit Integrations which adds both of them within 3 simple steps.

In this detailed guide article, we’ll walk through the entire process of connecting any WordPress form to Zoho CRM.

Step-by-Step Guide: How to connect any WordPress Forms to Zoho CRM

For the integration process demonstration we are picking the WPForms plugin; you can use any other of your preferred forms such as Contact Form 7, Bit Form, Fluent Forms, etc that Bit Integrations supports.

In a rush, check out this YouTube tutorial.

Step 1: Installing & Activating Bit Integration

At first, download, install, and activate the Bit Integrations plugins for the WPForms Zoho CRM integration.

Bit Integrations automation plugin

Step 2: Integration process

Go to the dashboard and click Create Integration.

install Bit Integrations automation plugin

Now select trigger WPForms among the options or search for it. You can search for your used one.

select trigger from Bit Integrations automation plugin

It is time to choose your form/task name. Press Next.

select trigger from Bit Integrations automation plugin

Search for Zoho CRM for action selection and opt for it.

Zoho CRM integrations

Step 3: Zoho CRM Integration settings

Here, you will need to select the data center. Then click on the Zoho API Console link. It will redirect to your Zoho CRM API page where it will ask for permission.

Copy the Home Page URL and Authorized Redirect URLs for later usage.

Zoho CRM integrations

Click on the Create Now under the Server-based Applications.

Zoho CRM integrations

Now, write down the Client Name ‘Bit Integrations’ and paste the copied URLs before. Press Create at last.

Zoho CRM integrations with Bit Integrations

A Windows tab will pop up where Zoho CRM will ask for certain things, select it as per your personal Zoho CRM setting. Then copy the Client ID and Secret.

Go back to the Integrations settings page and paste the URLs. Click on Authorize, there will show Authorized successfully. Press Next at last. We are almost there blud.

Zoho CRM integrations with Bit Integrations

Choose the Form/Task name. Then select your module and map your form fields along with Zoho fields.

In the Utilities section, you can enable various options to streamline several processes. These include triggering Zoho CRM workflows, adding attachments or signatures, and sending entries for approval. You can also activate the Zoho CRM blueprint, send click details from AdWords ads to Zoho CRM, trigger assignment rules, and assign owners to records pushed to Zoho CRM. Moreover, if a record already exists, you can update it accordingly. You can also tag records when they are pushed to Zoho CRM, enhancing organization and tracking.

Zoho CRM integrations with Bit Integrations automation plugin
Zoho CRM integrations with Bit Integrations automation plugin

Click the finish & save and the process is done.

Zoho CRM integrations with Bit Integrations automation  and integrations plugin

Both of them are added. You can disable the status when not needed. Under the action click the sign option which will show you all the info and the timeline (logs). Plus, editing, cloning, or deleting can be done easily.

From your Form, fill in the boxes and submit.

Go to your Zoho CRM account and select Leads. You will see the form data successfully sent to Zoho CRM.

It can be also seen from the Bit Integrations dashboard. Simply press the Timeline option. The status will show if it was successful or failed.

Contact Form 7 integration with Zoho CRM

Bit Integrations provides flawless WordPress automation for Contact Form 7 with Zoho CRM as well. Check this out.

How to Connect Fluent Forms to Zoho CRM?

Look for this Bit Integrations guide for Fluent Forms to Zoho CRM data flow.

For other forms like Bit Form, WS From, Formidable Forms, Gravity Forms, etc to connect Zoho CRM, Bit Integrations work smoothly as well.

If you use other CRM like HubSpot, Bit Integrations also offers a flawless connection between your contact form to HubSpot.

info-icon-bit-apps  Note

Apart from all these other connections, owners can send Form Data to WhatsApp or Forms to Google Sheets as well as Bit Integrations to meet sales targets.

Well, Why you should integrate your WordPress contact form with Zoho CRM

You may or may not know all of the use cases of Zoho CRM. that’s why we have mentioned here what you can do if you integrate Zoho CRM with any WordPress forms. Let’s start.

Zoho CRM integration through the Bit Integrations plugin with your WordPress contact form is mostly important if you are a Zoho CRM user. Connecting your contact form with Zoho CRM offers significant advantages, especially in optimizing lead management, streamlining communication, and boosting efficiency. Here’s why integrating your contact form with Zoho CRM is a smart move:

Automated Lead Capture

When you connect your WordPress contact form with Zoho CRM through an automation plugin, Zoho CRM automatically captures contact form submissions, reducing manual data entry and preventing errors. Every time a user completes your form, Zoho CRM automatically enters their details, thereby creating a lead or contact record.

Lead Management and Nurturing

Form submissions can be categorized into distinct sales stages or marketing campaigns in Zoho CRM for easier monitoring. Zoho CRM allows you to establish workflows that cultivate leads by scheduling calls, sending follow-up emails, or assigning leads to specific team members.

Seamless Customer Data Centralization

By integrating your contact form with Zoho CRM through Bit Integrations auto ambition plugin, you have a unified view of customer interactions in one system. All form submissions, customer inquiries, and interactions are stored and updated in Zoho CRM, allowing your team to track communications and customer history easily.

Enhanced Response Times

Speedy responses are key to converting leads. Zoho CRM can trigger automated responses, ensuring quick engagement. Automatically send confirmation emails or assign tasks based on form submissions, allowing your sales team to follow up without delay.

Sales Pipeline Visibility

Zoho CRM offers clear insights into where each lead is in the sales funnel, helping you prioritize outreach and follow-up efforts. By connecting your form, every lead enters the CRM pipeline, giving you real-time visibility and tracking of your potential customers.

Personalized Follow-Up

Tailored communications lead to higher conversions. Zoho CRM helps you personalize follow-up based on the information gathered through the form. Use form data (e.g., interests or product preferences) to create targeted emails or outreach strategies.

Analytics and Reporting

Gain deeper insights into lead sources and customer behavior with Zoho CRM’s reporting features. You can track how many leads come from specific forms, measure form performance, and assess which channels are bringing the most value.

Scalability

Zoho CRM allows your contact form system to grow with your business. As your lead generation scales up, Zoho CRM efficiently handles the increase. With automated workflows, Zoho CRM can manage a high volume of form submissions, ensuring no leads slip through the cracks.

Integration with Other Zoho Products

If you’re already using other Zoho products like Zoho Campaigns, Zoho Desk, or Zoho Analytics, integrating your contact form with Zoho CRM allows for seamless data flow across these platforms.

Automatically sync contacts with Zoho Campaigns for email marketing or link to Zoho Desk for customer support.

Customizable Workflows

Zoho CRM allows you to create custom workflows tailored to your business needs. You can set up specific actions such as sending email alerts, updating lead statuses, or adding contacts to mailing lists based on form submissions.

Wrap Up

Connecting any WordPress form to Zoho CRM is a powerful way to automate lead management and ensure efficient data handling. With Bit Integrations the benefits are clear: improved productivity, fewer errors, and a more organized approach to lead nurturing. By following the steps outlined in this guide, you can easily set up this integration and start capturing leads directly into your Zoho CRM.

You May Also Ask These Questions

Is Zoho CRM Integration with WordPress Forms Free?

Some plugins offer basic integrations for free, but to unlock full Zoho CRM features (like conditional logic, multi-step forms, or advanced field mapping), you may need a premium version of the form plugin.

Can I Map Custom Fields from WordPress Forms to Zoho CRM?

Yes, most form plugins allow mapping custom form fields to Zoho CRM custom fields. This ensures that specific data from your WordPress forms is correctly stored in Zoho CRM.

What’s the Best Way to Use Webhooks for Zoho CRM Integration with WordPress?

Webhooks are a great way to send data from your WordPress forms to Zoho CRM in real-time. You can configure webhooks within your form plugin to trigger whenever a form is submitted, sending the data directly to Zoho.

How Do I Sync Multiple WordPress Contact Forms with Zoho CRM?

To sync multiple forms, you can create individual workflows for each form using plugins like Bit Integrations or Zapier to ensure all submissions from different forms are sent to Zoho CRM.

Can I Trigger Zoho CRM Actions Based on WordPress Form Submissions?

Yes, using Zoho’s built-in workflows, you can trigger specific CRM actions like adding tags, sending email notifications, or updating lead statuses whenever a form submission is made.

Can I Set Conditional Logic for WordPress Forms Integrated with Zoho CRM?

Many form plugins (e.g., WPForms, Bit Form) allow setting conditional logic to control how and when data is sent to Zoho CRM. You can create rules that send data only when certain conditions in the form are met.

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