Connect Zoho CRM to WordPress

This integration allows you to:-

Add Zoho CRM subscription forms to your blog posts, headers, footers, and other widget areas.
Display your Zoho CRM sign-up forms in popups.
Add Zoho CRM subscription checkboxes to your contact and checkout forms.

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 someone creates a new user account

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when someone creates a new user account

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when someone creates a new user account

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when someone updates their user account

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when someone updates their user account

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when someone updates their user account

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a user role is changed

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a user role is changed

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a user role is changed

You can start using this integration in 2 simple steps:-

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.

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.