A powerful integration tool to sync your Gravity Form submission/entries with Zoho CRM.
📢 You can avail this plugin free if you tag us as your «Zoho Partner». Read the details here – Bit Apps products giveaway
📢 We are open for freelance work/custom development for this plugin. Connect with us for further information
Integration of Gravity Forms with Zoho CRM allows you to automatically update your CRM system whenever any form is submitted via gravity Form, making it easy to manage and stay organized!
📜 Things you need :
The prerequisites you need to use our plug-in :
✔ Gravity Form.
✔ A ZOHO CRM account.
⚙ Integration Setup:
✔ Install & activate Integration of Zoho CRM & Gravity Form plugin.
✔ Install & activate Gravity Form plugin.
✔ For Client id & Secret press Zoho API console.
✔ From Zoho CRM settings enter Integration Name, Data Center, Homepage URL, and Authorized Redirect URL & you will get id & secret.
✔ Authorize your site.
⚡ Features on free version:
▪ User can send any Gravity Form data to only Leads module of Zoho CRM
▪ Only one CRM layout Standard can be accessible –
▪ Transmit data to all the Zoho CRM fields including custom field.
▪ This plugin allow user to send custom value also.
▪ View the detailed log of submitted data from the plugin dashboard.
▪ Set multiple integration under one single form.
⚡ features on pro version:
▪ This plugin allows you to transfer any Gravity Form data to any modules of Zoho CRM including custom module.
▪ Send data to the related list.
▪ User can upload file to the ZOHO CRM file upload field through plugin.
▪ Set some actions which allows user to track their leads/Contacts more preciously.
Actions are -** Workflow, Attachment, Approval list, BluePrint, GCLID, Upsert Record, Assignment Rule, Tag records, Record owner**.
📹 For video tutorial visit our channel
🎉 Key Benefits of Plugin :
Using the Integration of Zoho CRM & Gravity Form plugin, you can manage your customers, sales, and leads. When a customer submits a form on your site, it will automatically be saved as leads or contact to ZOHO CRM. You can see the information in real-time. It gives your business a simple and robust solution to managing your contacts.
✨ Overview of other products we are offering :
📝Bit Form: One of our best selling product. Bit Form is an amazing drag & drop form builder that allows you to create custom forms to interact with your visitors. It gives you the freedom to create any form you want, no coding required.
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🔔 For more update about our products we cordially request you to join out Fb Community.
- Download the plugin.
- From the WordPress Admin Panel, click on Plugins => Add New.
- Click on Upload, so you can directly upload your plugin zip file.
- Use the browse button to select the plugin zip file that was downloaded, and then click on Install Now.
- Once installed, click “Activate”.
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Contributors & Developers
“Integration of Zoho CRM and Gravity Forms” is open source software. The following people have contributed to this plugin.Contributors
Interested in development?
Release Date – 15 October 2022
- Tested with WordPress 6.0.2
- Fix: Zoho Auth redirect url problem
*Tested with WordPress 6.0.0
- Initial release