Integration for Gravity Forms with Zoho CRM

外掛說明

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