WPForms Zoho CRM

Manually transferring form entries into a CRM can add extra work and leave lead details scattered. WPForms Zoho CRM sends submitted form data to Zoho CRM, so your team can manage contact information from the CRM. It suits businesses that collect inquiries through WPForms and want those submissions reflected in their Zoho CRM records.

Map WPForms fields to Zoho CRM fields to control how submitted details are recorded. The plugin can create leads and assign them to sales representatives using predefined rules. It also supports connections from multiple WPForms to one or more Zoho CRM modules, with conditional workflows for sending data based on form responses.

Features

• Send form submissions: Transfer WPForms submissions to Zoho CRM, recording submitted information in your CRM when someone completes a connected form.
• Map custom fields: Match fields in WPForms with fields in Zoho CRM to capture submitted details in the CRM fields that fit your process.
• Create and assign leads: Automatically create leads in Zoho CRM and assign them to specific sales representatives using predefined rules.
• Connect multiple forms: Connect multiple WPForms on your WordPress site to one or more Zoho CRM modules.
• Use conditional workflows: Set workflows to send form data based on user inputs, so different responses can guide how information is handled.
• Review transfer activity: Track data transfers with detailed logging and receive notifications about synchronization issues.

Best for

• Businesses collecting leads through WPForms
• Sales teams using Zoho CRM
• Agencies managing WordPress lead-generation sites