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.

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.
Next, set the trigger to “GeoDirectory > Save Listing” (or whatever your post type is) then select the appropriate action.
Finally, set any relevant conditional logic and save the automation rule after you’re done.
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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