Ninja Forms Zoho CRM

The plugin sends data collected through Ninja Forms to Zoho CRM, reducing the need to transfer form details by hand. You can map form fields to CRM fields, including custom fields, to direct submitted information to the places your team uses. This suits businesses that collect inquiries or customer details through WordPress forms and manage those records in Zoho CRM.

A form submission can create records in Zoho CRM modules such as Contacts, Leads, Accounts, Potentials, Notes, and Tasks. Related records can be linked, and submissions can trigger Zoho CRM workflow rules. You can also pass fixed values into CRM fields and format data for supported field types, including dates, Boolean values, and multi-select fields.

Features

• Map form fields: Pair Ninja Forms fields with Zoho CRM fields, including custom fields, to choose how submitted information is organized in your CRM.
• Create CRM records: Use a form submission to create records in Zoho CRM modules including Contacts, Leads, Accounts, Potentials, Notes, and Tasks.
• Link related modules: Connect related CRM records, such as Contacts with Accounts, Potentials, Tasks, and Notes, to keep submitted information in context.
• Trigger CRM workflows: Start Zoho CRM workflow rules when a form is submitted, with an option to enable or disable approval requirements.
• Set fixed field values: Pass constant values into Zoho CRM fields so selected information stays consistent across form submissions.
• Format submitted data: Handle data validation, date formatting, Boolean conversion, and multi-select field structures for Zoho CRM fields.

Best for

• Businesses collecting leads through Ninja Forms
• Sales teams managing records in Zoho CRM
• WordPress sites with customer inquiry forms