Connect Zoho CRM to WPForms

This integration allows you to:-
  • Either add a Zoho CRM newsletter subscription checkbox to your WPForms forms...
  • ... or automatically add new WPForms form submissions to Zoho CRM.

Below are some of the automation rules you can set up:-

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Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific wpforms form is submitted

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Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a specific wpforms form is submitted

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Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific wpforms form is submitted

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Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific wpforms form is submitted with a given field value

ZohoCRM badge

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a specific wpforms form is submitted with a given field value

ZohoCRM badge

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific wpforms form is submitted with a given field value

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 WPForms

To do this:-

First, click on any WPForms form to edit it …

click on a form to open it in wpforms

… then click on the settings tab to open the form settings.

open wpforms form settings

Next, click on the Noptin panel to open the Noptin settings.

open wpforms form noptin settings

Finally, enable Noptin subscriptions…

enable wpforms noptin subscriptions

… then map the fields on your WPForms form to Noptin fields.

map wpforms fields to noptin fields

Remember to save your changes.

That’s all.

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.

Ready to get started?

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