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

jcornutt

The Zoho Leads integration for Contact Form 7 plugin allows existing CF7 users to 
automatically create Zoho Leads entries on form submission. When a user 
enters their information into a CF7 form and hits submit, this plugin will 
forward their information to Zoho Leads as well as let CF7 continue its 
form submission process. Note – This plugin is developed, maintained, and 
supported by an independent developer. The developer has no affiliation with 
Contact Form 7 or Zoho.
<h4>Zoho Leads integration</h4>
This plugin interacts with the third-party Zoho CRM API (Application Programming Interface) 
in order to create new Leads. This is a public web service provided by Zoho and 
additional information can be found <a href="https://www.zoho.com/crm/help/api/" rel="nofollow ugc">here</a>.
<h3>Features</h3>
<ul>
<li>Easy CF7 to Zoho Leads field mapping</li>
<li>Convenient, intuitive shortcode</li>
<li>Lead Source is the title of the CF7 form</li>
<li>Seamless integration and no change to contact form flow</li>
</ul>

Contact Form 7: Zoho Leads integration

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Zoho Leads integration for Contact Form 7 forms.

Integration of Zoho CRM and Gravity Forms vs Contact Form 7: Zoho Leads integration