TechArk Solutions

Hitesh Chauhan

Mitesh Golwala

shaikhalfaraz09

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.
Key Features: 
– Map Gravity Forms fields to Zoho CRM fields 
– Supports Zoho Leads, Contacts, and custom modules 
– Send data instantly upon form submission 
– Easy setup with Zoho OAuth authentication 
– Logs and debug tools for integration monitoring 
– Improve data accuracy and reduce manual entry
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.
<h3>Resources</h3>
This plugin uses SweetAlert for alerts: 
– Source: https://github.com/t4t5/sweetalert
All minified files in the plugin are compiled using [Webpack/NPM/etc]. Original source files are included in the /src/ directory.
<h3>External Services</h3>
This plugin connects to external services to enable CRM integration and geolocation features. Below are the details of the services used:
<h3>Zoho CRM API</h3>
This plugin integrates with Zoho CRM to synchronize lead data, fetch user details, and manage form submissions.
<ul>
<li>What is sent: OAuth access tokens, lead form data (e.g. name, email, phone, and other lead-related fields), and site information.</li>
<li>Why: To authenticate requests, push lead data to Zoho CRM, and fetch layout or user settings from Zoho.</li>
<li>When: On plugin setup (OAuth token generation), lead form submission, and when settings are configured.</li>
<li>Endpoints used:
<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>Service Provider: Zoho Corporation Pvt. Ltd.</li>
<li>Terms of Service: https://www.zoho.com/terms.html </li>
<li>Privacy Policy: https://www.zoho.com/privacy.html</li>
</ul>
<h3>MaxMind GeoIP Service</h3>
This plugin optionally uses MaxMind’s GeoIP service to determine the approximate location of users based on their IP address.
<ul>
<li>What is sent: User IP address.</li>
<li>Why: To detect the user’s location and pre-fill location-related form fields or analytics.</li>
<li>When: When a user accesses a form or page that uses location detection.</li>
<li>Endpoint used: https://geoip.maxmind.com/geoip/v2.1/city/</li>
<li>Service Provider: MaxMind, Inc.</li>
<li>Terms of Service: https://www.maxmind.com/en/geoip2-services-agreement </li>
<li>Privacy Policy: https://www.maxmind.com/en/privacy-policy</li>
</ul>
<h3>Reviewer Notes</h3>
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.
These parameters are not generated or controlled by the plugin or the user and as such, cannot include WordPress nonces.
To maintain security: 
– All such input values are sanitized using <code>sanitize_text_field()</code> and <code>wp_unslash()</code> as soon as they are accessed. 
– These values are only used in temporary storage (such as cookies or sessions) and are never used for authentication, privilege escalation, or sensitive logic. 
– All outputs are escaped using appropriate esc_* functions (<code>esc_html()</code>, <code>esc_attr()</code>). 
– Inline code comments are provided in <code>refcookie.php</code> for context.
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.

CRMZT Connector for Zoho by TechArk


I’ve been using the CRMZT Connector for Zoho by TechArk and it’s been a game-changer. The integration between Zoho CRM and Gravity Forms works seamlessly — no glitches, no manual syncing issues.



The setup process is straightforward, and the documentation is clear and easy to follow. It saves a huge amount of time by automatically pushing form submissions directly into Zoho CRM without any hassle.



Highly recommended for anyone who wants to streamline their workflow between Gravity Forms and Zoho!


Excellent Plugin with Seamless Zoho Integration


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.

Plugcrux

Integrazo

padmadev

This plugin sends form submissions from Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms to Zoho CRM and Zoho Bigin.
When a user submits a form, the plugin can create or update records—such as leads, contacts, or deals—in your Zoho CRM or Zoho Bigin account. This helps reduce manual data entry and keeps your CRM data consistent with your website forms.
Why Use This Plugin?
<ul>
<li>Stop copying form data manually into Zoho</li>
<li>Instantly create Leads, Contacts, Deals, or Pipeline records from form submissions</li>
<li>Works with the most popular WordPress form plugins</li>
<li>Supports all major Zoho CRM modules and all Zoho Bigin modules including Pipelines</li>
<li>No coding or API knowledge required</li>
</ul>
Supported WordPress Form Plugins
<ul>
<li><a href="https://wordpress.org/plugins/contact-form-7/" rel="ugc">Contact Form 7</a> — most popular free form plugin</li>
<li><a href="https://wordpress.org/plugins/wpforms-lite/" rel="ugc">WPForms</a> — beginner-friendly drag and drop forms</li>
<li><a href="https://wordpress.org/plugins/elementor/" rel="ugc">Elementor Forms</a> — forms built inside Elementor page builder</li>
<li><a href="https://www.gravityforms.com/" rel="nofollow ugc">Gravity Forms</a> — advanced WordPress forms</li>
<li><a href="https://wordpress.org/plugins/formidable/" rel="ugc">Formidable Forms</a> — powerful form builder with calculations</li>
</ul>
Supported Zoho CRM Modules
Send form data to any Zoho CRM module:
<ul>
<li>Leads — capture website leads directly into Zoho CRM</li>
<li>Contacts — create or update contact records</li>
<li>Accounts — sync company or organization data</li>
<li>Deals/Pipelines — push deal information from forms</li>
<li>Vendors, Campaigns, Price Books, Products</li>
<li>Cases, Solutions</li>
<li>Quotes, Sales Orders, Purchase Orders, Invoices</li>
<li>Activities, Tasks, Events, Calls</li>
<li>Projects, Notes, Attachments</li>
<li>Custom Modules — sync data to any custom module you have created in Zoho CRM</li>
</ul>
Supported Zoho Bigin Modules
Send form data to any Zoho Bigin module:
<ul>
<li>Pipelines — create new pipeline records (deals) in Zoho Bigin directly from form submissions</li>
<li>Contacts — add or update contact records in Bigin</li>
<li>Companies — sync company data from forms</li>
<li>Products — push product information</li>
<li>Activities, Tasks, Events, Calls, Notes</li>
</ul>
<blockquote>
Zoho Bigin Pipelines: If you use Zoho Bigin to manage your sales pipeline, this plugin lets you automatically add new pipeline entries whenever a form is submitted — perfect for lead capture forms, quote request forms, or any form that starts a sales process.
</blockquote>
How It Works
<ol>
<li>A visitor submits a form on your WordPress site</li>
<li>The plugin receives the submission instantly</li>
<li>It maps each form field to the corresponding Zoho CRM or Bigin field</li>
<li>It creates or updates the record in Zoho via the API</li>
<li>The result is logged — success or failure — so you always know what happened</li>
</ol>
Key Features
<ul>
<li>Real-time sync — form submissions are sent to Zoho immediately</li>
<li>All major modules — Leads, Contacts, Deals, Pipelines, and more</li>
<li>Flexible field mapping — map any form field to any Zoho field</li>
<li>Custom values — send fixed text or dynamic values to Zoho fields</li>
<li>System field mapping — automatically send page URL, submission time, and more</li>
<li>Duplicate handling — choose to add, skip, or update existing records</li>
<li>Primary key support — match records by email, phone, or any unique field</li>
<li>Conditional logic (filter criteria) — only sync when specific conditions are met</li>
<li>Picklist helper — see allowed values for Zoho picklist fields and copy them with one click</li>
<li>Notes field — attach a note to every record created in Zoho</li>
<li>File attachments — upload form file fields to Zoho record attachments</li>
<li>Tag support — add tags to Zoho records from form submissions</li>
<li>Detailed logs — view every submission with status, request data, and Zoho response</li>
<li>Resync — manually resync failed records from the Logs page</li>
<li>Email notifications — get notified when a record fails to sync</li>
<li>Multiple accounts — connect more than one Zoho account</li>
<li>Enable or disable integrations — pause any integration without deleting it</li>
</ul>
Picklist Allowed Values Helper
When mapping a Zoho picklist field (such as Lead Source, Salutation, Status, or any dropdown field), an info icon appears next to the field. Click or hover to see all allowed values. Click any value to copy it — then paste it as a custom value in your field mapping. This prevents errors caused by sending values that Zoho does not accept.
Duplicate Record Handling
Choose what happens when a matching record already exists in Zoho:
<ul>
<li>Add (ignore if exists) — always create a new record</li>
<li>Skip if exists — do not create if a matching record is found (Pro)</li>
<li>Add or update — create if new, update if exists (Pro)</li>
<li>Update only — only update existing records, never create (Pro)</li>
</ul>
Filter Criteria (Conditional Logic)
Control when form submissions are sent to Zoho. For example:
<ul>
<li>Only sync if the user selects “Yes” to a question</li>
<li>Only send to Zoho if the form includes a valid email</li>
<li>Filter by dropdown selection, checkbox value, or any field</li>
</ul>
<iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/ZWZcZjgKJ-Q?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe>
<h3>Authentication</h3>
To connect your Zoho account:
<ol>
<li>Go to the Accounts page in the plugin.</li>
<li>Click Add Account.</li>
<li>Enter an identifiable account name (for example, “Main Zoho CRM Account”).</li>
<li>Select the appropriate data center (for example, <code>zoho.com</code>, <code>zoho.eu</code>, <code>zoho.in</code>).</li>
<li>Click Authenticate to open the Zoho authorization page.</li>
<li>Log in to Zoho and approve the requested permissions.</li>
<li>After approval, you will be redirected back to WordPress and the account will appear on the Accounts page.</li>
</ol>
<h3>Add Integration</h3>
To create a new integration:
<ol>
<li>Go to the Setup page.</li>
<li>Click Add Integration.</li>
<li>Enter an integration name (for example, “Contact Form 7 to Zoho Leads”).</li>
<li>Select the form plugin (Contact Form 7, WPForms, Elementor, Gravity Forms, or Formidable).</li>
<li>Choose the connected Zoho account.</li>
<li>Select the Zoho module (for example, Leads, Contacts, Pipelines, Deals).</li>
<li>Map your form fields to the corresponding Zoho fields.</li>
<li>Optionally set a duplicate handling rule and primary key field.</li>
<li>Optionally add filter criteria to control when records are created.</li>
<li>Click Save Mapping.</li>
</ol>
<h3>Logs</h3>
The plugin provides a Logs section to monitor every form submission:
<ul>
<li>View all submissions with their status (SUCCESS or RECORD_FAILED)</li>
<li>See the full request sent to Zoho and the response received</li>
<li>Filter logs by integration, status, and date range</li>
<li>Resync failed records individually or in bulk</li>
<li>Delete log entries when no longer needed</li>
</ul>
<h3>Settings</h3>
Global settings available on the Settings page:
<ul>
<li>Delete data on uninstall — remove all plugin data when the plugin is deleted</li>
<li>Error email notification — receive an email when a record fails to sync</li>
<li>Notification emails — comma-separated list of email addresses for error alerts</li>
<li>Email subject — customize the subject line for error notification emails</li>
<li>Deactivation alert — send a notification email when the plugin is deactivated</li>
</ul>
<h3>Privacy and Data Handling</h3>
<ul>
<li>Form submission data is sent from your WordPress site to Zoho CRM or Zoho Bigin via their official API.</li>
<li>The plugin does not send data to any third-party service other than the Zoho services you configure.</li>
<li>All communication with Zoho uses HTTPS.</li>
</ul>
<h3>Free and Paid Features</h3>
Free version includes:
<ul>
<li>Connect up to 2 Zoho accounts</li>
<li>Connect up to 2 forms</li>
<li>Standard field mapping (General Fields)</li>
<li>Custom value support</li>
<li>System field mapping (page URL, submission time, and more)</li>
<li>Note field support</li>
<li>Add record action (ignore duplicates)</li>
<li>Error log view</li>
<li>Email notifications for failed records</li>
</ul>
Pro version adds:
<ul>
<li>Unlimited Zoho account connections</li>
<li>Unlimited form integrations</li>
<li>Premium field mapping (Lead Source, Country, State, Phone, Industry, and more)</li>
<li>Custom field mapping (map to any custom field in Zoho CRM)</li>
<li>Custom module support (sync to custom modules in Zoho CRM)</li>
<li>Advanced duplicate handling (skip, add or update, update only)</li>
<li>Advanced log management and bulk resync</li>
</ul>
Upgrade now: https://integrazo.com/products/integrate-any-form-with-zoho-crm
<h3>Support</h3>
If you need help or want to request a feature:
<ul>
<li>https://integrazo.com/pages/contact</li>
<li>https://integrazo.com/pages/request-feature</li>
</ul>
Website: https://integrazo.com/ 
Email: support@integrazo.com
<h3>Additional Notes</h3>
This plugin supports WordPress multisite installations and has been tested for compatibility with recent WordPress versions. It works with both Zoho CRM free and paid plans, and with all Zoho Bigin plans.

Integration for Zoho CRM and Zoho Bigin – Contact Form 7, WPForms, Elementor, Gravity Forms and More

Connect Zoho CRM and Zoho Bigin. Create Leads, Contacts, Accounts, Deals, and Pipelines from any form submission.

CRMZT Connector for Zoho by TechArk vs Integration for Zoho CRM and Zoho Bigin – Contact Form 7, WPForms, Elementor, Gravity Forms and More