Convert Pro → Zoho CRMEvents and actions

Use Convert Pro submissions to automate Zoho CRM

When a specific Convert Pro form is submitted, start an automation, then choose from the Zoho CRM actions listed below. The action settings show what information you need to provide.

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Convert Pro

Zoho CRM

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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in Zoho CRM when a specific Convert Pro form is submitted

When a specific Convert Pro form is submitted.
Tag a contact in Zoho CRM

Choose the tag and the module in the action settings. The action is set to create the contact if they do not exist.

Add a contact to a Module in Zoho CRM when a specific Convert Pro form is submitted

When a specific Convert Pro form is submitted.
Add a contact to a Module in Zoho CRM

Available in Noptin

Zoho CRM actions

Modules

2 actions

View actions

Add a contact to a Module in Zoho CRM
Remove a contact from a Module in Zoho CRM

Convert Pro events

Forms

1 event

When a specific Convert Pro form is submitted.

About this connection

How the two tools fit together

Convert Pro: Convert Pro is an advanced lead generation popup plugin with a drag and drop editor that helps you create beautiful popups and opt-in forms to boost your website conversions. With Convert Pro you can build email lists, drive traffic, promote videos, offer lead magnets and a lot more.

Zoho CRM: Zoho CRM is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.

What information can you send?

First choose the Convert Pro form. Noptin then shows the answers that form collects, so you can send the right ones to Zoho CRM.

Available fields depend on the selected Zoho CRM module and the connected account.

Start here

Set up Convert Pro and Zoho CRM with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Convert Pro and Zoho CRM from Noptin → Extensions. How to activate your license.
Install and set up Convert Pro on your WordPress site. Connect Zoho CRM in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Select the Convert Pro form whose submissions should start the automation.
Choose an action from Zoho CRM in the list above and fill in its required settings.
Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Ready to connect Convert Pro and Zoho CRM?

Build the automation in your WordPress dashboard with Noptin.

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