Connect Zoho CRM to Contact Form 7
This integration allows you to:-- Either add a Zoho CRM newsletter subscription checkbox to your Contact Form 7 forms...
- ... or automatically add new Contact Form 7 form submissions to Zoho CRM.
Below are some of the automation rules you can set up:-
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific contact form 7 form is submitted
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a specific contact form 7 form is submitted
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific contact form 7 form is submitted
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific contact form 7 form is submitted with a given field value
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a specific contact form 7 form is submitted with a given field value
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific contact form 7 form is submitted with a given field value
To get started:-
You can start using this integration in 3 simple steps:-
1. Install Noptin
To install Noptin:-
- Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
- Search for “Noptin” in the search box then click on the install button next to the first result.
- After WordPress installs Noptin, click on the Activate button to activate the plugin.
2. Connect Zoho CRM
To connect Zoho CRM:-
- First, download the Zoho CRM addon from your account.
- Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
- Upload the Zoho CRM addon you downloaded in the first step then click on the Install Now button.
- Wait for WordPress to install the plugin then click on the Activate plugin button.
- WordPress will install the Zoho CRM addon and then redirect you to a settings page where you can connect Noptin to Zoho CRM.
- Finally, map the Noptin custom fields to Zoho CRM custom fields.
3. Connect Contact Form 7
To do this, open the Contact Form 7 form in the editor then click on the “Noptin” tab to reveal newsletter options.
Next, map the fields on your form to Noptin fields.
You can map any field on your form to any of your Noptin custom fields.
If you do not map the “Subscriber Email” field, Noptin will not add new submissions to your newsletter. All the other fields are optional.
Finally, click on the “Save” button to save your changes.
You can also connect Zoho CRM to your favourite WordPress plugins and forms at no extra cost to you.
Click on any integration to learn more.
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