Connect Zoho CRM to GeoDirectory

This integration allows you to:-

Automatically add new listing submissions to Zoho CRM.
Automatically update the data in Zoho CRM whenever the listing is updated.
Tag or untag subscribers depending on the listing statuses and memberships.

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 geodirectory listing is created or updated

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a geodirectory listing is created or updated

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is created or updated

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is published

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a geodirectory listing is published

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is published

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is downgraded

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a geodirectory listing is downgraded

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is downgraded

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing expires

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a geodirectory listing expires

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing expires

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain user creates or updates a listing

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a certain user creates or updates a listing

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain user creates or updates a listing

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing status is changes

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a listing status is changes

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing status is changes

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when listings are created or updated within a specific time frame

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when listings are created or updated within a specific time frame

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when listings are created or updated within a specific time frame

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing is created or updated in a given country

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a listing is created or updated in a given country

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing is created or updated in a given country

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing is created or updated in a given region

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a listing is created or updated in a given region

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing is created or updated in a given region

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.

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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 GeoDirectory

You can connect to GeoDirectory via automation rules.

To do this:-

First, click on Noptin Newsletter > Automation Rules to open the automation rules overview page then click on the “Add New” button to create a new automation rule.

Noptin create new automation rule

Next, set the trigger to “GeoDirectory > Save Listing” (or whatever your post type is) then select the appropriate action.

Create geodirectory listing automation rule

Finally, set any relevant conditional logic and save the automation rule after you’re done.

Edit geodirectory listing automation rule

NOTE: This automation rule will fire for the trigger subject that you define when editing the listing. This could be a static email address, the email address of the listing owner, or an email address from a custom field.

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