Connect Zoho CRM to Registration Forms

This integration allows you to:-
  • Automatically add new WordPress users to Zoho CRM.
  • Automatically update the data in Zoho CRM whenever a user is updated.
  • Tag or untag contacts depending on their WordPress user roles.

To get started:-

You can start using this integration in 3 simple steps:-

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.
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2. Connect Zoho CRM

To 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 the Activate plugin button.
  5. WordPress will install the Zoho CRM addon and 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 Registration Forms

You can add a newsletter subscription form to your WordPress registration forms as shown here.

NOTE: This only works with normal WordPress subscription forms and subscription forms created with either UsersWP or Ultimate Member.

Alternatively, you can set-up new automation rules that fire whenever a new user is created or a user is updated.

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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