TechArk Solutions

hitesh333

shaikhalfaraz09

Mitesh Golwala

<p>Easily connect your Gravity Forms to your Zoho CRM account. Automatically send form submissions to Zoho as Leads, Contacts, or entries in custom modules. Eliminate manual data entry and keep your CRM up to date in real-time.</p>
<p><strong>Key Features:</strong><br />
– Map Gravity Forms fields to Zoho CRM fields<br />
– Supports Zoho Leads, Contacts, and custom modules<br />
– Send data instantly upon form submission<br />
– Easy setup with Zoho OAuth authentication<br />
– Logs and debug tools for integration monitoring<br />
– Improve data accuracy and reduce manual entry</p>
<p>Whether you’re collecting leads, managing inquiries, or capturing customer data, this plugin ensures your Zoho CRM remains synced and organized with data from your WordPress site.</p>
<h3>Resources</h3>
<p>This plugin uses SweetAlert for alerts:<br />
– Source: https://github.com/t4t5/sweetalert</p>
<p>All minified files in the plugin are compiled using [Webpack/NPM/etc]. Original source files are included in the /src/ directory.</p>
<h3>External Services</h3>
<p>This plugin connects to external services to enable CRM integration and geolocation features. Below are the details of the services used:</p>
<h3>Zoho CRM API</h3>
<p>This plugin integrates with Zoho CRM to synchronize lead data, fetch user details, and manage form submissions.</p>
<ul>
<li><strong>What is sent:</strong> OAuth access tokens, lead form data (e.g. name, email, phone, and other lead-related fields), and site information.</li>
<li><strong>Why:</strong> To authenticate requests, push lead data to Zoho CRM, and fetch layout or user settings from Zoho.</li>
<li><strong>When:</strong> On plugin setup (OAuth token generation), lead form submission, and when settings are configured.</li>
<li><strong>Endpoints used:</strong>
<ul>
<li>https://accounts.zoho.com/oauth/v2/token</li>
<li>https://www.zohoapis.com/crm/v2/ (various endpoints for Leads, Users, Layouts, etc.)</li>
</ul>
</li>
<li><strong>Service Provider:</strong> Zoho Corporation Pvt. Ltd.</li>
<li><strong>Terms of Service:</strong> https://www.zoho.com/terms.html  </li>
<li><strong>Privacy Policy:</strong> https://www.zoho.com/privacy.html</li>
</ul>
<h3>MaxMind GeoIP Service</h3>
<p>This plugin optionally uses MaxMind’s GeoIP service to determine the approximate location of users based on their IP address.</p>
<ul>
<li><strong>What is sent:</strong> User IP address.</li>
<li><strong>Why:</strong> To detect the user’s location and pre-fill location-related form fields or analytics.</li>
<li><strong>When:</strong> When a user accesses a form or page that uses location detection.</li>
<li><strong>Endpoint used:</strong> https://geoip.maxmind.com/geoip/v2.1/city/</li>
<li><strong>Service Provider:</strong> MaxMind, Inc.</li>
<li><strong>Terms of Service:</strong> https://www.maxmind.com/en/geoip2-services-agreement  </li>
<li><strong>Privacy Policy:</strong> https://www.maxmind.com/en/privacy-policy</li>
</ul>
<h3>Reviewer Notes</h3>
<p>This plugin makes use of Google Ads URL parameters such as <code>ref</code>, <code>gclid</code>, and <code>GCLID</code> which are appended by Google automatically for ad tracking purposes.</p>
<p>These parameters are not generated or controlled by the plugin or the user and as such, cannot include WordPress nonces.</p>
<p>To maintain security:<br />
– All such input values are sanitized using <code>sanitize_text_field()</code> and <code>wp_unslash()</code> as soon as they are accessed.<br />
– These values are only used in temporary storage (such as cookies or sessions) and are never used for authentication, privilege escalation, or sensitive logic.<br />
– All outputs are escaped using appropriate esc_* functions (<code>esc_html()</code>, <code>esc_attr()</code>).<br />
– Inline code comments are provided in <code>refcookie.php</code> for context.</p>
<p>Nonce validation is not feasible in this context as these URLs are generated externally. However, the plugin fully complies with WordPress security practices for sanitization, validation, and escaping.</p>


CRMZT Connector for Zoho by TechArk


I've been using the CRMzt Integration with Zoho for Gravity Forms plugin for a while now, and I have to say, it’s been an absolute game-changer! The setup process is straightforward, and the Zoho OAuth authentication makes connecting my Gravity Forms to Zoho CRM a breeze.



The plugin does exactly what it promises: seamlessly sending form submissions to Zoho as leads, contacts, or entries in custom modules. It’s perfect for keeping my CRM up-to-date without any manual data entry, saving me so much time and reducing the chances of errors. The ability to map Gravity Forms fields to Zoho CRM fields is extremely convenient, and it’s impressive that it works in real-time.



I also love the additional debugging tools and logs that help monitor the integration, which ensures everything is running smoothly. If you're looking for an easy-to-use, efficient solution to connect your Gravity Forms to Zoho CRM, I highly recommend this plugin. It works like a charm!


Seamless and Efficient: The Perfect Plugin for Zoho CRM Integration


Highly recommended for anyone using Zoho and Gravity Forms together!


Amazing Plugin!


The CRMZT Connector for Zoho by TechArk is an outstanding plugin that facilitates the connection between Gravity Forms on your WordPress site and Zoho CRM. It is well-designed, easy to set up, and effective in its operation. If you want to automate lead capture and eliminate manual data entry, this plugin will save you time and prevent unnecessary headaches. I will definitely keep it in our toolkit for future projects.


Perfect Solution to Automate Lead Sync with Zoho CRM

Integrate Gravity Forms with Zoho CRM to automatically send form submissions as Leads, Contacts, or entries in custom modules.

catalyst2020

<p>This plugin is no longer being supported. Please visit https://zportals.com for the premium version.</p>
<p>The plugin utilizes data directly from the Zoho CRM and allows the user to pick and choose which data is visible on your website, customizing the appearance to look exactly how you want it. It also features different view and edit permissions along with various data types allowing your customers to be better informed and up to date with current information. Communication is key for any organization, and now you can do it with the most efficiency and professionalism using the Catalyst Connect Zoho Client Portal for WordPress. Ideal for those who want to display data from within their CRM to users in WordPress.</p>
<h3>Video Tutorial</h3>
<h3>Features</h3>


Catalyst Connect Zoho CRM Client Portal

The plugin utilizes data directly from the Zoho CRM and allows the user to pick and choose which data is visible on your website.

CRMZT Connector for Zoho by TechArk vs Catalyst Connect Zoho CRM Client Portal