zoho

Zoho CRM Add-On

Added: December 2, 2020
Requirements:

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.

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Performance:
May cause some slowness, but within reasonable limits.

Description

The Gravity Forms Zoho CRM Add-On allows you to quickly integrate your WordPress forms with Zoho’s CRM. Zoho CRM gives you a 360-degree view of your sales cycle and pipeline.

Seamless Integration

Quickly and easily integrate with Zoho CRM when a form on your WordPress site is submitted.

Create Zoho CRM Contacts

Create a contact and send it to Zoho CRM when a WordPress form is submitted.

Update Zoho CRM Contacts

Update an existing contact in Zoho CRM when a form is submitted.

Create Zoho CRM Sales Leads

Create new sales leads in Zoho CRM when your form is submitted and assign it to the newly created contact.

Conditional Logic

As with all of Gravity Forms Add-Ons, use the Zoho CRM Add-on supports built-in Conditional Logic to only send data to Zoho CRM when you want to!


Screenshots

Details & Setup

About:

Use Case(s): Contact Management

Supported Plan(s):


Functionality:


Availability:


Supported Feature requests require a PDF Worksheet be generated using the Functionality Form, and the PDF Worksheet must be added to the project.

Functionality Path:

Premium>Forms>CRM Integration>Zoho Integration

Related Features: