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Integrations —

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.
Get Started
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Below are some of the automation rules you can set-up:-

zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing status is changes
zoho-crm badge 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
zoho-crm badge Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing status is changes
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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
zoho-crm badge 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 2 simple steps:-

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1. Install Noptin

To install Noptin:-

  1. Log into your WordPress website's admin dashboard then navigate to Plugins > Add New.
  2. Search for "Noptin" in the search box then click on the install button next to the first result.
  3. After WordPress installs Noptin, click on the Activate button to activate the plugin.
zoho-crm badge

2. Connect Zoho CRM

  1. First, download the Zoho CRM addon from your account.
  2. Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the Upload Plugin button.
  3. Upload the Zoho CRM addon you downloaded in the first step then click on the Install Now button.
  4. Wait for WordPress to install the plugin then click on Activate Plugin.
  5. WordPress will install the Zoho CRM addon then redirect you to a settings page where you can connect Noptin to Zoho CRM
  6. Finally, map the Noptin custom fields to Zoho CRM custom fields.
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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.

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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