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Integrations —

Connect Zoho CRM to WS Form

This integration allows you to:-
  • Automatically add new form submissions to Zoho CRM.
  • Automatically update the data in Zoho CRM whenever someone submits a form.
  • Tag or untag contacts depending on how they fill specific fields.
Get Started
Noptin logo zoho-crm Logo

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

zoho-crm badge Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific ws form form is submitted
zoho-crm badge Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a specific ws form form is submitted
zoho-crm badge Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific ws form form is submitted
zoho-crm badge Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific ws form form is submitted with a given field value
zoho-crm badge Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a specific ws form form is submitted with a given field value
zoho-crm badge Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a specific ws form form is submitted with a given field value

To get started:-

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

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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.
zoho-crm badge

2. 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 Activate Plugin.
  5. WordPress will install the Zoho CRM addon 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 WS Form

You can connect to WS Form via automation rules.

To do this:-

First, click on Noptin Newsletter > Automation Rules to open the automation rules overview page then click on the “Add New” button to create a new automation rule.

Noptin create new automation rule

Next, set the trigger to “WS Form > Form Submission” and then select the appropriate action.

ws forms create automation

Finally, set any relevant conditional logic and save the automation rule after you’re done.

Configure WS Form automation rule

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.

Have a question about Noptin?

Contact our customer support team anytime

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