NoptinConnect your account
Connect the Zoho CRM account you want to update.
CRM Records
Connect Zoho CRM to WordPress
Create or update a record in Zoho CRM when something happens on your WordPress site. Choose the record type, then fill in the fields your account requires.
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How it works
Update a record in Zoho CRM
Choose a record type
Select the module in the Noptin settings.
Fill in its fields
Use details from the WordPress event or enter a fixed value where allowed.
Choose where it goes
Zoho CRM destinations
Module
Choose the module in the action settings.
Tag
Choose the tag in the action settings.
Available in Noptin
Zoho CRM actions
Modules
2 actions
View actions
- Add a contact to a Module in Zoho CRM
- Remove a contact from a Module in Zoho CRM
Tags
2 actions
View actions
- Tag a contact in Zoho CRM
- Remove a Tag from a contact in Zoho CRM
Explore connections
Send WordPress activity to Zoho CRM
Zoho CRM + Everest Forms
When a specific Everest Forms form is submitted → add a contact to a Module in Zoho CRM.
See how to connect them →Zoho CRM + WishList Member
When a member is removed from a membership level → remove a Tag from a contact in Zoho CRM.
See how to connect them →Zoho CRM + WPLoyalty
When a customer's loyalty level changes → add a contact to a Module in Zoho CRM.
See how to connect them →Zoho CRM + Divi Builder
When a specific Divi Builder form is submitted → tag a contact in Zoho CRM.
See how to connect them →Fields in your account
Which Zoho CRM fields are available?
Available fields depend on the selected Zoho CRM module and the connected account.
Automations
Example automations
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a contact to a Module in Zoho CRM when a donation is completed
When a donation is completed
Add a contact to a Module in Zoho CRM
Add a contact to a Module in Zoho CRM when someone creates a new account
When someone creates a new account- Add a contact to a Module in Zoho CRM
Remove a contact tag in Zoho CRM when a user is removed from an access group
When a user is removed from an access group- Remove a Tag from a contact in Zoho CRM
Use the member's email address to find the existing contact. Choose the tag and the module.
Tag a contact in Zoho CRM when a user is added to an access group
- When a user is added to an access group
- Tag a contact in Zoho CRM
Use the member's email address for the contact. Choose the tag and the module. The action creates a missing contact by default.
Add a contact to a Module in Zoho CRM when a new job is submitted from the frontend
When a new job is submitted from the frontend- Add a contact to a Module in Zoho CRM
Add a contact to a Module in Zoho CRM when a specific Divi Builder form is submitted
When a specific Divi Builder form is submitted.- Add a contact to a Module in Zoho CRM
Tag a contact in Zoho CRM when a specific MetForm form is submitted
When a specific MetForm form is submitted.- Tag a contact in Zoho CRM
Choose the tag and the module in the action settings. The action is set to create the contact if they do not exist.
Add a contact to a Module in Zoho CRM when a member's membership level changes
When a member's membership level changes- Add a contact to a Module in Zoho CRM
Add a contact to a Module in Zoho CRM when a user gains points
When a user gains points- Add a contact to a Module in Zoho CRM
Start here
Set up Zoho CRM with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Zoho CRM from Noptin → Extensions. How to activate your license.
- Connect Zoho CRM in Noptin using the account or server details requested in its settings.
- Create an automation rule with a record action from Zoho CRM, choose the record type, fill in its required fields, then run a test.
How to install the Noptin newsletter plugin
Other crm records connections
About Zoho CRM
Zoho CRM is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.
Ready to use Zoho CRM with Noptin?
Follow the setup above, then build your first workflow in WordPress.
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