Bit Apps

formsintegrations

Visit plugin’s <a href="https://formsintegrations.com/fluent-forms-integration-with-zoho-crm" rel="nofollow ugc">website</a>
Looking for an easy way to integrate Fluent Forms with Zoho CRM? Look no further than the Integrations of Zoho CRM with Fluent Forms plugin from WordPress! This plugin simplifies the process of connecting your Zoho CRM account and Fluent Forms, making it easy to collect and manage your customer data. Optimize your website’s functionality with this powerful plugin today!
Check out our step-by-step tutorial on Zoho CRM Integration with Fluent Forms
Things you need to use this plug-in : 
1. Fluent Forms. 
2. Zoho CRM account.
Setup process for Fluent Forms integration with Zoho CRM:
<ol>
<li>Go to this plugin</li>
<li>Select Form created by Fluent Forms from which you want to send data in Zoho CRM</li>
<li>Then go to Zoho CRM authorization page</li>
<li>Click on “<a href="https://api-console.zoho.com/" rel="nofollow ugc">Zoho API Console</a>“</li>
<li>Select “Server Side Applications”</li>
<li>Give a client name but I cannot contain keyword “Zoho“</li>
<li>Copy “Homepage URL” and “Authorized Redirect URIs” from the plugin</li>
<li>It will generate “Client ID” and “Client Secret”, paste it in the plugin</li>
<li>Complete the authorization process</li>
<li>Now select Zoho CRM module and layout where you want to send data</li>
<li>Map Fluent Forms fields with Zoho CRM fields</li>
<li>Here we go, you successfully set up the integration between Fluent Forms and Zoho CRM.</li>
</ol>
Note: Authorization compatible with Zoho CRM Plus and Zoho One within the scope CRM.
Timeline/Log: 
Here you can see the API response from Zoho CRM after Fluent Forms is submitted. You will get a response whether the submission is successful or failed. It will help you to debug the situation.
FEATURES ON FREE VERSION:
<ol>
<li>User can send any Fluent forms data to leads module of Zoho CRM.</li>
<li>Users can make one integration at a time.</li>
<li>Users can map only two fields of Zoho CRM.</li>
<li>This plugin allow user to send custom value also.</li>
<li>Support file upload from Fluent forms widget to Zoho CRM.</li>
<li>View the detailed log of submitted data from the plugin dashboard.</li>
<li>Advance conditional logic.</li>
</ol>
<a href="https://formsintegrations.com/fluent-forms-integration-with-zoho-crm" rel="nofollow ugc">FEATURES ON PRO VERSION</a>:
<ol>
<li>All the default modules (lead, deal, contact etc.) from Zoho CRM are available in pro plugin.</li>
<li>Zoho CRM Custom modules are available.</li>
<li>All the default layouts are available.</li>
<li>Custom layouts are available.</li>
<li>You can map unlimited field of Fluent forms and Zoho CRM.</li>
<li>WordPress meta data/smart data fields are available for field mapping with Zoho CRM.</li>
<li>Zoho CRM related list is available to send data and you can send data in multiple related list.</li>
<li>All the actions are available in pro plugin.</li>
<li>You can do multiple/unlimited integrations.</li>
</ol>
Here are the actions available in the pro version:
<ol>
<li>Workflow: Triggers Zoho CRM workflows</li>
<li>Attachment: Send file upload field data to Zoho CRM related list Attachments</li>
<li>Approval list: Send entries to Zoho CRM approval list.</li>
<li>Blueprint: Trigger Zoho CRM blueprint when a form is submitted via Fluent forms.</li>
<li>Capture GCLID: Sends the click id of Google ads/AdWords ads to Zoho CRM.</li>
<li>Upsert Record: When a form is submitted in Fluent Forms it will check if the same data is already in Zoho CRM. If a data with the identical value exists in Zoho CRM, it will be updated with the new values, if not it will create a new record/lead/contact in Zoho CRM.</li>
<li>Assignment Rule: Trigger assignment rules in Zoho CRM when Fluent Forms submitted.</li>
<li>Tag records: Add a tag to the record that is pushed in Zoho CRM.</li>
<li>Record owner: Assign an owner of the record pushed to Zoho.</li>
</ol>
Visit plugin’s <a href="https://formsintegrations.com/fluent-forms-integration-with-zoho-crm" rel="nofollow ugc">website</a>

Integration of Zoho CRM and Fluent Form

Shahjahan Jewel

WPManageNinja

Mahmudul Hasan Arif

Hasanuzzaman Shamim

Sheikh Heera

PDF Addon for Fluent Forms is the supplement you will need to automatically generate PDF files based on what users submit on the forms you created with Fluent Forms.
If you are looking forward to generate PDF files based on user submitted entries on your Fluent Forms plugin, this add-on is the perfect solution for you. With this add-on, you will be able to hand out to your users custom PDF files with your company logo engraved as a watermark, custom cover letter, dynamic personalised form entry summary or even payment invoices.
The plugin comes with a customisable PDF template. Within a minute, you will be able to set up personalised PDF template with your company name, logo, entry date, dynamic personalisation, body text font family, size, color, PDF page orientation and the paper size. To automatically personalise the PDF files for every form entry, you can use shortcodes that will fetch the form input by themselves so that you don’t have to sweat over it.
You can also send these PDF files via emails to your users and make them password-protected with just a few clicks.
<h4>Feature</h4>
<ul>
<li>Automated PDF generation based of form entries</li>
<li>Supports all languages including Right-to-left (RTL) languages such as Arabic and Hebrew</li>
<li>Customisable PDF template</li>
<li>Customisable font family, color, page orientation and dimensions, watermark texts and logos, page footer and more</li>
<li>Password-protected PDF files</li>
<li>Deliver the PDF files via automated email notifications</li>
<li>Conditional PDF generation that will be triggered when certain conditions are fulfilled</li>
<li>Automatically generate invoices in PDF format after a payment is successful</li>
<li>Upload and use any font you want in your PDF documents</li>
</ul>

Fluent Forms PDF Generator

Generate PDF from Your Form Submissions and Download/Email Them

Integration of Zoho CRM and Fluent Form vs Fluent Forms PDF Generator