Integrations —

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.

Get Started

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 noptin subscriber opens an email

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a noptin subscriber opens an email

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a noptin subscriber opens an email

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a noptin subscriber clicks on a link in an email

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a noptin subscriber clicks on a link in an email

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a noptin subscriber clicks on a link in an email

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when someone unsubscribes from your noptin newsletter

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when someone unsubscribes from your noptin newsletter

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when someone unsubscribes from your noptin newsletter

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

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a tag is added or removed from a noptin subscriber

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a tag is added or removed from a noptin subscriber

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a tag is added or removed from a noptin subscriber

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a noptin subscriber is added or removed from a list

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a noptin subscriber is added or removed from a list

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a noptin subscriber is added or removed from a list

To get started:-

You can start using this integration in 2 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

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 Activate Plugin.
WordPress will install the Zoho CRM addon 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.