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

GSheetConnector by WesternDeal

Abdullah Kaludi

GSheetConnector

GSheetConnector for FluentForm is an addon plugin—a bridge between your <a href="https://wordpress.org/" rel="ugc">WordPress</a> based <a href="https://wordpress.org/plugins/fluentform/" rel="ugc">Fluent Form</a> forms and <a href="https://www.google.com/sheets/about/" rel="nofollow ugc">Google Sheets</a>.
When a visitor submits a Fluent Form on your website, their data is also sent to your connected Google Sheet.
<h4>📝 Fluent Form ➜ to ✍️ Google Sheets</h4>
Easily connect your Fluent Forms to Google Sheets without writing code. This plugin helps you avoid manual errors by guiding you through the setup of sheet names and column headers step-by-step.
<h4>⚡️ How to Use this Plugin</h4>
<ul>
<li>
Step 1: In Google Sheets 
➜ Log into your Google Account and open Google Sheets. 
➜ Create a new Sheet and name it. 
➜ Use or rename the default tab. 
➜ Copy the Sheet Name, Sheet ID, Tab Name, and Tab ID (Refer to Screenshots)
</li>
<li>
Step 2: In WordPress Admin 
➜ Create or edit the Fluent Form you want to sync. 
➜ Navigate to the “Google Sheets” tab. 
➜ Paste the copied Sheet and Tab names and click “Save”.
</li>
<li>
Step 3: Set up Google Sheet Columns 
➜ In Row 1 of your Google Sheet, use “date” as the first column. 
➜ Use Fluent Form field names (submission tags) as headers for the remaining columns.
</li>
</ul>
<h4>Important Notes</h4>
➜ Ensure names and spellings match exactly between your Sheet and form settings. Mismatches may result in sync failure.
<h3>External services</h3>
This plugin connects Fluent Forms with Google Sheets using Google APIs.
<ol>
<li>Google APIs (Sheets & Drive)</li>
</ol>
– Purpose: Send form submissions to Google Sheets. 
– Data: Selected form submission data is sent. Tokens (and sheet details in Pro) are stored only in the site’s own database. 
– Scopes: spreadsheets, drive.file 
– Terms: https://policies.google.com/terms 
– Privacy: https://policies.google.com/privacy
<ol>
<li>Google OAuth 2.0</li>
</ol>
– Purpose: Secure authentication with Google. 
– Data: Authentication requests and tokens (stored locally). 
– Terms: https://developers.google.com/terms 
– Privacy: https://policies.google.com/privacy
<ol>
<li>GSheetConnector Auth Service</li>
</ol>
– Purpose: Facilitate Google OAuth connection. 
– Data: Only site URL and plugin ID during authentication. No form data stored. 
– Terms: https://www.gsheetconnector.com/terms-condition 
– Privacy: https://www.gsheetconnector.com/privacy-policy

GSheetConnector for FluentForm

This addon plugin helps to send your Fluent form submissions directly to your selected Google Sheet.

Integration of Zoho CRM and Fluent Form vs GSheetConnector for FluentForm