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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

01

Connect your account

Connect the Zoho CRM account you want to update.

02

Choose a record type

Select the module in the Noptin settings.

03

Fill in its fields

Use details from the WordPress event or enter a fixed value where allowed.

What you can automate

Manage Zoho CRM records

Module

Create or update records in the selected module, or delete existing records.

Tag

Apply a tag to contacts or remove it.

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

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

  1. CharitableWhen a donation is completed
  2. Zoho CRMAdd a contact to a Module in Zoho CRM

Add a contact to a Module in Zoho CRM when someone creates a new account

  1. WordPress UsersWhen someone creates a new account
  2. Zoho CRMAdd a contact to a Module in Zoho CRM

Remove a contact tag in Zoho CRM when a user is removed from an access group

  1. SureMembersWhen a user is removed from an access group
  2. Zoho CRMRemove 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

  1. SureMembersWhen a user is added to an access group
  2. Zoho CRMTag 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

  1. WP Job ManagerWhen a new job is submitted from the frontend
  2. Zoho CRMAdd 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

  1. Divi BuilderWhen a specific Divi Builder form is submitted.
  2. Zoho CRMAdd a contact to a Module in Zoho CRM

Tag a contact in Zoho CRM when a specific MetForm form is submitted

  1. MetFormWhen a specific MetForm form is submitted.
  2. Zoho CRMTag 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

  1. WP eMemberWhen a member's membership level changes
  2. Zoho CRMAdd a contact to a Module in Zoho CRM

Add a contact to a Module in Zoho CRM when a user gains points

  1. myCREDWhen a user gains points
  2. Zoho CRMAdd a contact to a Module in Zoho CRM

Start here

Set up Zoho CRM with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Zoho CRM from Noptin → Extensions. How to activate your license.
  3. Connect Zoho CRM in Noptin using the account or server details requested in its settings.
  4. Create an automation rule with a record action from Zoho CRM, choose the record type, fill in its required fields, then run a test.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Connect Zoho CRM with WordPress plugins

Advanced AdsAdvanced AdsbbPressbbPressBeaver BuilderBeaver BuilderBit FormBit FormBit SocialBit SocialBricks BuilderBricks BuilderBrizyBrizyCharitableCharitableContact Form 7Contact Form 7Convert ProConvert ProDirectoristDirectoristDivi BuilderDivi BuilderEasy Digital DownloadsEasy Digital DownloadsElementorElementorEvents ManagerEvents ManagerEverest FormsEverest FormsFluent FormsFluent FormsFluent SupportFluent SupportFluentCommunityFluentCommunityFormidable FormsFormidable FormsForminatorForminatorGamiPressGamiPressGeoDirectoryGeoDirectoryGravity FormsGravity FormsHappyformsHappyformsHizzle PayHizzle PayJetFormBuilderJetFormBuilderLearnDashLearnDashLearnPressLearnPressLifterLMSLifterLMSMasteriyo LMSMasteriyo LMSMasterStudy LMSMasterStudy LMSMemberPressMemberPressMetFormMetFormModern Events CalendarModern Events CalendarmyCREDmyCREDNinja FormsNinja FormsPaid Memberships ProPaid Memberships ProQuillFormsQuillFormsSensei LMSSensei LMSSimple MembershipSimple MembershipSureMembersSureMembersThe Events CalendarThe Events CalendarTutor LMSTutor LMSweFormsweFormsWishList MemberWishList MemberWooCommerceWooCommerceWordPress CommentsWordPress CommentsWordPress UsersWordPress UsersWP eMemberWP eMemberWP Job ManagerWP Job ManagerWP Job OpeningsWP Job OpeningsWP Recipe MakerWP Recipe MakerWP-PollsWP-PollsWPFormsWPFormsWPLoyaltyWPLoyaltyWS FormWS Form

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.

Visit the Zoho CRM website ↗

Ready to use Zoho CRM with Noptin?

Follow the setup above, then build your first workflow in WordPress.

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