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

SuitePress

Ruman Ahmed

Advanced Payment Analytics & Revenue Reporting for Fluent Forms
Fluent Forms Paytails is a powerful payment analytics and revenue reporting addon built exclusively for <a href="https://wordpress.org/plugins/fluentform/" rel="ugc">Fluent Forms</a> users. Designed for WordPress websites that accept online payments, Paytails gives you a complete overview of your payment activities, transaction performance, and revenue growth from a single centralized dashboard.
Whether you collect payments for products, services, subscriptions, registrations, or donations, Fluent Forms Paytails helps you monitor and analyze every transaction with real-time insights and easy-to-understand visual reports.
Managing payment data across multiple forms and payment gateways can become overwhelming. Fluent Forms Paytails simplifies the process by consolidating all your Fluent Forms payment information into one modern analytics dashboard.
The plugin supports popular payment gateways integrated with Fluent Forms, including:
<ul>
<li>Stripe</li>
<li>PayPal</li>
<li>Razorpay</li>
<li>Mollie</li>
<li>Paystack</li>
<li>Square</li>
<li>Paddle</li>
<li>Test payments and other supported Fluent Forms payment integrations</li>
</ul>
With Paytails, you no longer need to manually review payment entries form by form. Everything is organized in one place for faster tracking and smarter business decisions.
<h4>Key Features</h4>
<ul>
<li>Centralized Payment Dashboard – Get an instant overview of your total revenue, completed transactions, payment trends, and earnings from all payment-enabled Fluent Forms.</li>
<li>Form-wise Revenue & Transaction Reports – Analyze payment performance for individual forms with detailed statistics including total payment amount, transaction count, revenue growth, and form-specific performance metrics.</li>
<li>Interactive Graphs & Visual Analytics – Understand your business performance through clean charts and visual reports that help you identify payment trends, top-performing forms, and revenue patterns over time.</li>
<li>Real-Time Payment Insights – Monitor payments as they happen and access up-to-date revenue data directly from your WordPress dashboard.</li>
<li>Secure Payment Data Handling – Your analytics data stays securely within your WordPress website. Fluent Forms Paytails does not share or transmit sensitive payment information externally.</li>
<li>Seamless Fluent Forms Integration – The plugin works smoothly with existing Fluent Forms payment integrations without requiring complicated setup or coding.</li>
<li>Optimized for High Performance – Built for speed and scalability, Fluent Forms Paytails can handle large volumes of payment data without slowing down your WordPress admin experience.</li>
<li>Beginner-Friendly Interface – The clean and intuitive dashboard makes payment tracking simple for freelancers, agencies, store owners, nonprofits, and businesses of all sizes.</li>
</ul>
<h4>Who Should Use Fluent Forms Paytails?</h4>
Fluent Forms Paytails is ideal for:
<ul>
<li>E-commerce websites using Fluent Forms for payment collection</li>
<li>Freelancers and agencies tracking client payments</li>
<li>Nonprofit organizations monitoring donations</li>
<li>Coaches, consultants, and service providers accepting online payments</li>
<li>Small businesses needing advanced Fluent Forms payment reporting</li>
<li>Website owners looking for affordable WordPress revenue analytics tools</li>
</ul>
Unlike complex third-party analytics platforms, Fluent Forms Paytails is designed specifically for Fluent Forms users. It delivers lightweight, accurate, and actionable payment analytics directly inside your WordPress dashboard. With real-time reporting, form-level revenue tracking, and visual insights, you can make data-driven decisions to grow your business faster.

Payment Analytics for Fluent Forms

Displays complete payment analytics for Fluent Forms submissions, helping businesses, freelancers, and non-profits track revenue.

Integration of Zoho CRM and Fluent Form vs Payment Analytics for Fluent Forms