Bit Apps

formsintegrations

Visit plugin’s <a href="https://formsintegrations.com/gravity-forms-integration-with-zoho-crm" rel="nofollow ugc">website</a>
Looking for an easy way to integrate Gravity Forms with Zoho CRM? Look no further than the Integrations of Zoho CRM with Gravity Forms plugin from WordPress! This plugin simplifies the process of connecting your Zoho CRM account and Gravity 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 Gravity Forms
Things you need to use this plug-in : 
1. Gravity Forms. 
2. Zoho CRM account.
Setup process for Gravity Forms integration with Zoho CRM:
<ol>
<li>Go to this plugin</li>
<li>Select form created by Gravity 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 Gravity Forms fields with Zoho CRM fields</li>
<li>Here we go, you successfully set up the integration between Gravity 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 Gravity 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 Gravity 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 Gravity 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/gravity-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 Gravity 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 Gravity 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 Gravity 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 Gravity 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/gravity-forms-integration-with-zoho-crm" rel="nofollow ugc">website</a>

Integration of Zoho CRM and Gravity Forms

Freemius

Nasir Ahmed

Connect WordPress forms to 200+ apps with no code and no per-task fees. Send leads, orders, and signups to your CRM, email, or sheets. Your data stays on your site.
<h3>Overview</h3>
Stop paying per-task fees to move your own data.
Advanced Form Integration (AFI) connects your WordPress forms and site events to 200+ external platforms (CRMs, email marketing, Google Sheets, helpdesks, webhooks) with zero code. Set it up once and form submissions, WooCommerce orders, bookings, and more flow into the tools you already use, in real time.
AFI runs entirely on your own site, so integrations fire directly from WordPress to each platform’s API. There are no task limits, no metering, and no per-action billing. Whether you process 100 submissions a month or 100,000, the plugin works the same, and your form data and credentials never leave your server.
AFI requires no coding knowledge and can be configured in minutes. It is built for marketers, sales teams, agencies, and business owners who want to streamline workflows and improve data accuracy.
<a href="https://advancedformintegration.com/" rel="nofollow ugc">Website</a> | <a href="https://advancedformintegration.com/docs/afi/" rel="nofollow ugc">Documentation</a> | <a href="https://www.youtube.com/channel/UCyl43pLFvAi6JOMV-eMJUbA" rel="nofollow ugc">Tutorial Videos</a>
<h3>Why Choose AFI</h3>
<ul>
<li>No per-task fees. AFI has no task meter, so your submissions are unlimited on every plan, free or paid.</li>
<li>Your data never leaves your server. Integrations fire directly from your site to each platform’s API. No third-party service sits in the middle of your leads, orders, or customer details. Better for privacy and GDPR.</li>
<li>Built for WordPress. Native triggers for 70+ form plugins plus WooCommerce, LMS, memberships, and bookings. No brittle webhook glue to maintain.</li>
<li>Fix and resend, not lost data. Every API call is logged. If one fails, view the exact request and response, edit the data, and resend in one click. No need to ask anyone to re-submit the form.</li>
<li>Conditional logic on every integration. Route submissions to different destinations based on their content, so you never push junk into your CRM.</li>
</ul>
<h3>Recently Shipped (2.1.x)</h3>
Active, ongoing development. Recent releases added Cal.com and Knack support, hardened Google Sheets and WooCommerce reliability with dedupe and retry logic, and delivered a critical security patch (all users should run 2.1.1 or later). The 2.0 release rebuilt the admin UI on Vue 3 with a site-wide security and performance pass: faster log pages, single-source credential storage, and hardened AJAX endpoints throughout. See the Changelog for the full list.
<h3>Common Use Cases</h3>
<ul>
<li>E-commerce. Send WooCommerce orders to Google Sheets, create CRM leads for high-value purchases, and keep your fulfilment tools in sync.</li>
<li>Lead generation. Add Contact Form 7, WPForms, or Gravity Forms submissions to HubSpot, Mailchimp, or ActiveCampaign automatically.</li>
<li>Agencies. Connect many clients’ forms to different CRM and email accounts, and manage every integration from one dashboard.</li>
<li>Membership and LMS sites. Sync new MemberPress signups and course enrolments to your email platform or CRM.</li>
<li>Events and bookings. Register attendees from your booking or events plugin into Zoom Webinar, a calendar, or a spreadsheet.</li>
<li>Customer support. Create Freshdesk or Zendesk tickets from form submissions and route urgent ones to Slack.</li>
</ul>
<h3>Key Features</h3>
<h3>Universal Form Support</h3>
Connect virtually any WordPress form plugin, including Contact Form 7, WPForms, Elementor Pro Forms, Gravity Forms, Ninja Forms, Fluent Forms, and 70+ others. Triggers also extend beyond forms to WooCommerce orders, LMS enrolments, memberships, bookings, forum posts, donations, and more.
<h3>Smart Field Mapping</h3>
Map form fields to destination fields with support for combining multiple fields and mixing static text with dynamic tags. For example, set a destination field to “New lead from {{_site_title}}” or combine {{first_name}} and {{last_name}} into one value.
<h3>Conditional Logic</h3>
Control when data is sent using visual conditional rules. Send only when specific criteria are met, and route different submissions to different destinations.
<h3>System and UTM Tags</h3>
Access dynamic system information using tags like {{_date}}, {{_user_ip}}, and {{_site_title}}, and capture campaign data with {{utm_source}}, {{utm_medium}}, {{utm_campaign}}, {{gclid}}, and more.
<h3>Activity Log and Resend</h3>
Every outbound API call is recorded with its full request and response. When something fails, view exactly what went wrong, edit the data inline, and resend with one click.
<h3>Multi-Account Support</h3>
Connect multiple accounts for the same platform from one site, for example several Mailchimp, Salesforce, or Zoho accounts, each labelled and tracked separately. Ideal for agencies.
<h3>Built for Performance</h3>
Integrations run asynchronously in the background via Action Scheduler, so form submissions stay instant. Database tables are indexed for fast log queries even on busy sites, and credentials are not autoloaded on front-end pageviews.
<h3>Multisite Support</h3>
Full compatibility with WordPress multisite installations.
<h3>Supported Trigger Platforms (Senders)</h3>
AFI can start an integration from any of these forms, plugins, and events.
Form builders: Contact Form 7, WPForms, Gravity Forms, Elementor Pro Form, Fluent Forms, Ninja Forms, Formidable Forms, Forminator, WS Form, ARForms, Avada Forms, Beaver Builder Form, Bit Form, Breakdance Builder Form, Bricks Builder Form, Caldera Forms, ConvertPro Forms, Cool FormKit, Crowdsignal Forms, Divi Forms, eForm, Everest Forms, FormCraft, Happyforms, JetFormBuilder, Kadence Blocks Form, Live Forms, Metform, QuForm2, Smart Forms, User Registration, weForms
E-commerce: WooCommerce, Easy Digital Downloads, SureCart, FluentCart, CartFlows, WP Simple Pay, WP Pizza, Advanced Coupons
Memberships: MemberPress, Paid Membership Pro, ARMember, SureMembers, Ultimate Member, WP-Members, DigiMember
LMS and courses: LearnDash, LifterLMS, TutorLMS, LearnPress, Sensei LMS, MasterStudy LMS, Academy LMS, Thrive Apprentice
Events and bookings: The Events Calendar, Events Manager, Event Tickets, Eventin, Event Espresso, FooEvents, Amelia Booking, Bookly, LatePoint, Easy Appointments, WP Booking Calendar, Fluent Booking, Appointment Hour Booking
Community and forums: BuddyBoss, BuddyPress, bbPress, PeepSo, wpForo, Asgaros Forum, AnsPress
Affiliates: AffiliateWP, Easy Affiliate, SliceWP, Fluent Affiliate
Donations: GiveWP, Charitable
Gamification and engagement: GamiPress, myCred, WP ULike, WP Post Ratings, RafflePress
Email capture and newsletters: MailPoet Forms, Newsletter, Thrive Leads
Quizzes and surveys: Quiz and Survey Master, Thrive Quiz Builder
Support and CRM: Awesome Support, Jetpack CRM, Groundhogg
You can also capture UTM parameters from any trigger by enabling the feature in settings.
<h3>Supported Action Platforms (Receivers)</h3>
AFI can send your data to any of these 200+ destinations.
CRM and sales: Salesforce, HubSpot, Zoho CRM, Zoho Bigin, Pipedrive, Copper CRM, Insightly, Close CRM, Capsule CRM, Agile CRM, Apptivo, Attio, CiviCRM, ClinchPad CRM, CompanyHub, Dynamics 365 CRM, Dynamics 365 Sales, Dynamics 365 Marketing, Flowlu, FollowUpBoss, Freshworks CRM (Freshsales), HighLevel, Less Annoying CRM, LionDesk, Nimble, Nutshell CRM, Onehash.ai, Salesflare, Salesmate, SuiteDash, Vtiger CRM, Wealthbox CRM, Zendesk Sell, Apollo.io, Fluent CRM
Email marketing and automation: Mailchimp, ActiveCampaign, Brevo, Constant Contact, AWeber, GetResponse, Klaviyo, Kit, MailerLite, MailerLite Classic, Omnisend, Drip, Encharge, EngageBay, Mautic, Ortto, Customer.io, Braze, Attentive, Autopilot, Benchmark Email, BombBomb, Acelle Mail, Acumbamail, Audienceful, beehiiv, Cakemail, Campaigner, Campaign Monitor, Campayn, CleverReach, Copernica, Curated, DirectIQ, Doppler, EasySendy, Elastic Email, Emailchef, Emailit, EmailOctopus, Enormail, Flodesk, iContact, Instantly, Keila, Laposta, lemlist, Loops, MailBluster, Mailcoach, Maileon, Mailercloud, Mailify, Mailjet, Mail Mint, Mailmodo, MailPoet, Mailrelay, Mailster, MailUp, MailWizz, Moosend, Newsletter, Pabbly Email Marketing, Rapidmail, Resend, Robly, Saleshandy, Sales.Rocks, Sarbacane, Selzy, Sender, SendFox, Sendlane, SendPulse, SendX, Sendy, Smartlead.ai, SmartrMail, Snov.io, System.io, Vertical Response, Woodpecker.co, Zoho Campaigns, Zoho Marketing Automation
Spreadsheets and databases: Google Sheets, Airtable, Smartsheet, Zoho Sheet, Knack, Quickbase, Ragic, Microsoft Dataverse
Project management and productivity: Asana, ClickUp, Trello, Monday.com, Microsoft To Do, Fluent Boards
Calendars and scheduling: Google Calendar, Cal.com, Calendly, Acuity Scheduling, AddCal, Appointment Hour Booking, Fluent Booking
Helpdesk and customer service: Freshdesk, Zendesk, Zoho Desk, Fluent Support, Intercom, Dynamics 365 Customer Service, Dynamics 365 Field Service
Team communication and SMS: Slack, Microsoft Teams, Twilio, Pushover
Webinars and events: Zoom Webinar, WebinarJam, EverWebinar, Demio, Livestorm, Airmeet, BigMarker
File storage: Google Drive, Dropbox
Finance and operations: Zoho Books, Zoho People
WordPress plugins: WordPress (create post), Gravity Forms, WPForms, bbPress, BuddyBoss, Charitable, GiveWP, AffiliateWP, Fluent Affiliate, Fluent Community, GamiPress, Events Manager, Academy LMS
Developer and webhooks: Webhook (any method, custom headers and body), Zapier (send data to a Zapier webhook)
Cannot find your platform? Email support@advancedformintegration.com to request it. Many integrations were added by user request.
<h3>Free vs Pro</h3>
AFI is fully functional for free. Every platform above is available in the free version with core field support, unlimited integrations, conditional logic, the activity log with resend, and multi-account support.
A Pro license adds:
<ul>
<li>All form fields, not just the core set.</li>
<li>Custom fields and tags for CRMs and email platforms (for example Salesforce, HubSpot, Mailchimp, Zoho, and many more).</li>
<li>Inbound webhooks, so external systems can trigger actions inside your WordPress site.</li>
<li>Platform-specific advanced actions, for example HubSpot companies, deals, tickets, and tasks; Salesforce record types; and separate Google Sheets rows for each WooCommerce line item.</li>
<li>Priority email support and frequent feature updates.</li>
</ul>
See <a href="https://advancedformintegration.com/pricing/" rel="nofollow ugc">pricing and the full feature comparison</a>.

Advanced Form Integration — Connect Forms to 200+ Apps


Plugin is very helpful to send our form submissions as new tasks in Asana.


Helpful


nice plugin just what I needed. Thanks a bunch.


Works as expected

Connect WordPress forms to 200+ apps with no code and no per-task fees. Send leads, orders, and signups to your CRM, email, or sheets.

Integration of Zoho CRM and Gravity Forms vs Advanced Form Integration — Connect Forms to 200+ Apps