Use this plugin if specifically requested by a customer who uses Zoho CRM and wants to use Gravity Forms to quickly and easily integrate with Zoho CRM.

Support Scope: 

We download, install and enable this add-on if requested. Customer must authenticate the add-on and take the reins.

Requirements for Setup: 

Needs a Zoho CRM account. After the plugin is installed and active, the customer will need to go into their site and click the button to log in.

More information: Click Here

Installation: 

1. Download plugin from VPB
2. Go to: dashboard > plugins > add new > upload plugin > install now
3. Activate the add-on

Configuration: 

Log into your WordPress admin dashboard. 2. On the left side navigation menu, hover over Forms and click on Settings. 3. From this page, click the Zoho CRM tab. This customer should take the reins here.

Authentication (v1.8)

1. Click the “Click here to authenticate with Zoho CRM” button.
2. Click the “Accept” button to allow the Gravity API access to the data in your Zoho account.

Authentication (v1.7 and below)

a. Choose a method of authentication. a. OAuth Authentication (recommended) Screenshot A This authentication method is available as of Zoho CRM Add-On version 1.6 and uses Version 2.0 of Zoho CRM’s API. This new API replaces version 1.0, which will no longer work as of 12/31/2019. This option MUST be used for Zoho CRM by then and you are encouraged to switch before its end-of-life date.

1. Click the button to authenticate with Zoho CRM. If authenticated, the text “Signed into Zoho CRM.” will display with a De-authorize button.

b. Email Address and Password Screenshot B This authentication method uses Zoho CRM’s original API, Version 1.0. This API has been deprecated and will no longer work as of 12/31/2019. You must switch to the OAuth Authentication option by then. If the OAuth Authentication option is not available, please download the latest Zoho CRM Add-On.

1. Enter your Zoho CRM Email Address and Password.
2. Click Update Settings. If you have entered your account information correctly, you will be notified by a green check mark beside each box. If you do not see green check marks, please double check this information and try again.

c. Third Party Service (Google Apps, Facebook, Yahoo) Screenshot C This authentication method uses Zoho CRM’s original API, Version 1.0. This API has been deprecated and will no longer work as of 12/31/2019. You must switch to the OAuth Authentication option by then. If the OAuth Authentication option is not available, please download the latest Zoho CRM Add-On.

1. Click the button to generate an authentication token.
2. Enter the token.
3. Click Update Settings. If the token is correct, a green check mark will appear next to the button.

Once you have authenticated, you are ready to begin creating a feed for the Zoho CRM Add-On.

Note: If your Zoho CRM account is hosted in the EU, you will need to configure the add-on accordingly. See the Zoho European Hosted Accounts page for more information.‎