Plugcrux
Zoho CRM & Bigin Integration with Popular WordPress Forms
Zoho CRM & Bigin Integration with Popular WordPress Forms
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Integration Guide
This plugin supports integration with popular WordPress forms like Contact Form 7, WPForms, Gravity Forms, Formidable Forms, and Elementor Forms. Follow the simple steps below to integrate your forms with ZOHO CRM & Bigin.
Step 1: View and Manage Zoho Accounts
Navigate to the Accounts tab to view and manage your Zoho accounts. Here, you can see the list of added accounts.
Step 2: Add a New Account
Click on Add Account to open the account setup modal. Enter the account name, select service, and select data center. Click Authenticate to verify and save the account.
Step 3: Configure Form Integrations
In the Setup tab, view and manage form integrations. For each integration, you can see the form type, form name, modified time, and integration status. Toggle the integration status on or off as needed.
Step 4: Map Form Fields
Click Add Integration to create a new form integration. Select the form, account, and module, then map the form fields to corresponding CRM fields. Choose the action for CRM records and save the mapping.
Step 5: Manage Error Logs
Go to the Error Log tab to view and resolve errors. Use the Resync option to retry failed submissions or delete specific error logs as needed.
Step 6: Customize Plugin Settings
In the Settings tab, customize your plugin preferences. Enable or disable data deletion on uninstall and configure email notifications for errors. Save your settings to apply the changes.
