Beaver Builder → Zoho CRM
Put your Beaver Builder submissions to work in Zoho CRM. Choose a form, select a record action, and send the details it needs with Noptin.
Requires Noptin Premium, Beaver Builder, and an account with Zoho CRM.
Set up and manage the rule in WordPress.
Keep collecting enquiries and signups with Beaver Builder. Use Noptin to decide what happens next in Zoho CRM, without copying each submission by hand.
Follow these steps to add a contact to a module in Zoho CRM when someone submits your Beaver Builder form.
For a quicker start, describe your automation to Noptin’s AI. Review the generated rule, check its settings, and test it before using it with visitors.
Open the automation rules guide ↗Install and activate the free Noptin plugin on your WordPress site.
How to install Noptin
Go to Noptin → Automation Rules and create a rule. Search for Beaver Builder and select Form > Submitted.
Next, select the exact form you want to use, then continue to choose an action. Its fields will be available for mapping and conditions.
Search for Zoho CRM and select Zoho CRM > Add To Module. Noptin will guide you through any required license activation, add-on installation, or account connection.
Connect the account you want this rule to use when prompted.
Select the module in the action settings. Map the required fields to submitted answers or fixed values. Check the identifier before updating an existing record.
In the automation editor, use conditions to choose which submissions run the action. Add conditions when only some submissions should create or update a record. Choose a submitted field and the value that qualifies, then test submissions that should pass and ones that should not.
Review the rule, save it, and activate it when you are ready to test. Submit the selected form with test details, then check the record, mapped fields, and selected module in Zoho CRM.
Yes. Select an existing Beaver Builder form in the rule. Check that it collects the fields required by your Zoho CRM action.
The rule uses the form you select. Add conditions when only some submissions should run it, such as those with an accepted opt-in checkbox. Check the rule with submissions that should pass and ones that should not.
This depends on the Zoho CRM action you choose. Check its settings and test with an existing record before using it with visitors.
You need Noptin Premium for automation rules and access to the required connection add-on. You also need your own Zoho CRM account. See the current Noptin plans for pricing.
Automations
These are examples. Available fields depend on the event and the choices on your site or connected account.
When a specific Beaver Builder form is submitted.Tag a contact in Zoho CRMChoose the tag and the module in the action settings. The action is set to create the contact if they do not exist.
When a specific Beaver Builder form is submitted.Add a contact to a module in Zoho CRMChoose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.
When a specific Beaver Builder form is submitted.Add a contact to a module in Zoho CRMRemove a contact from a module in Zoho CRMTag a contact in Zoho CRMRemove a tag from a contact in Zoho CRMSend Beaver Builder submissions to Zoho CRM automatically and spend less time copying details by hand.
See plans and pricing