Gravity Forms Zoho CRM

Form submissions can provide the details needed to maintain customer records and capture sales leads. This plugin sends information from Gravity Forms to Zoho CRM, where it can create new contacts or update existing ones. It can also create sales leads and link them to associated contacts, helping businesses manage information from website forms within their CRM.

Set up mappings between form fields and Zoho CRM data, then use Gravity Forms conditional logic to determine when an action should run. This gives businesses a way to control which submissions create or update CRM records. It suits sites that use Gravity Forms to collect contact details or sales inquiries and want those entries to flow into Zoho CRM.

Features

• Create CRM contacts: Automatically add a new Zoho CRM contact when a visitor submits a Gravity Forms form.
• Update existing contacts: Use form submissions to update existing Zoho CRM contact records with current customer information.
• Create sales leads: Generate Zoho CRM sales leads from form entries and link each lead to its associated contact.
• Map form fields: Map Gravity Forms fields to Zoho CRM data so submitted information is sent to the intended CRM records.
• Use conditional logic: Apply Gravity Forms conditional logic to run Zoho CRM actions only when specified conditions are met.

Best for

• Businesses collecting inquiries through WordPress forms
• Sales teams managing leads in Zoho CRM
• Sites using Gravity Forms for contact records