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

TechArk Solutions

hitesh333

shaikhalfaraz09

Mitesh Golwala

Easily connect your Gravity Forms to your Zoho CRM account. Automatically send form submissions to Zoho as Leads, Contacts, or entries in custom modules. Eliminate manual data entry and keep your CRM up to date in real-time.
Key Features: 
– Map Gravity Forms fields to Zoho CRM fields 
– Supports Zoho Leads, Contacts, and custom modules 
– Send data instantly upon form submission 
– Easy setup with Zoho OAuth authentication 
– Logs and debug tools for integration monitoring 
– Improve data accuracy and reduce manual entry
Whether you’re collecting leads, managing inquiries, or capturing customer data, this plugin ensures your Zoho CRM remains synced and organized with data from your WordPress site.
<h3>Resources</h3>
This plugin uses SweetAlert for alerts: 
– Source: https://github.com/t4t5/sweetalert
All minified files in the plugin are compiled using [Webpack/NPM/etc]. Original source files are included in the /src/ directory.
<h3>External Services</h3>
This plugin connects to external services to enable CRM integration and geolocation features. Below are the details of the services used:
<h3>Zoho CRM API</h3>
This plugin integrates with Zoho CRM to synchronize lead data, fetch user details, and manage form submissions.
<ul>
<li>What is sent: OAuth access tokens, lead form data (e.g. name, email, phone, and other lead-related fields), and site information.</li>
<li>Why: To authenticate requests, push lead data to Zoho CRM, and fetch layout or user settings from Zoho.</li>
<li>When: On plugin setup (OAuth token generation), lead form submission, and when settings are configured.</li>
<li>Endpoints used:
<ul>
<li>https://accounts.zoho.com/oauth/v2/token</li>
<li>https://www.zohoapis.com/crm/v2/ (various endpoints for Leads, Users, Layouts, etc.)</li>
</ul>
</li>
<li>Service Provider: Zoho Corporation Pvt. Ltd.</li>
<li>Terms of Service: https://www.zoho.com/terms.html </li>
<li>Privacy Policy: https://www.zoho.com/privacy.html</li>
</ul>
<h3>MaxMind GeoIP Service</h3>
This plugin optionally uses MaxMind’s GeoIP service to determine the approximate location of users based on their IP address.
<ul>
<li>What is sent: User IP address.</li>
<li>Why: To detect the user’s location and pre-fill location-related form fields or analytics.</li>
<li>When: When a user accesses a form or page that uses location detection.</li>
<li>Endpoint used: https://geoip.maxmind.com/geoip/v2.1/city/</li>
<li>Service Provider: MaxMind, Inc.</li>
<li>Terms of Service: https://www.maxmind.com/en/geoip2-services-agreement </li>
<li>Privacy Policy: https://www.maxmind.com/en/privacy-policy</li>
</ul>
<h3>Reviewer Notes</h3>
This plugin makes use of Google Ads URL parameters such as <code>ref</code>, <code>gclid</code>, and <code>GCLID</code> which are appended by Google automatically for ad tracking purposes.
These parameters are not generated or controlled by the plugin or the user and as such, cannot include WordPress nonces.
To maintain security: 
– All such input values are sanitized using <code>sanitize_text_field()</code> and <code>wp_unslash()</code> as soon as they are accessed. 
– These values are only used in temporary storage (such as cookies or sessions) and are never used for authentication, privilege escalation, or sensitive logic. 
– All outputs are escaped using appropriate esc_* functions (<code>esc_html()</code>, <code>esc_attr()</code>). 
– Inline code comments are provided in <code>refcookie.php</code> for context.
Nonce validation is not feasible in this context as these URLs are generated externally. However, the plugin fully complies with WordPress security practices for sanitization, validation, and escaping.

CRMZT Connector for Zoho by TechArk


I've been using the CRMzt Integration with Zoho for Gravity Forms plugin for a while now, and I have to say, it’s been an absolute game-changer! The setup process is straightforward, and the Zoho OAuth authentication makes connecting my Gravity Forms to Zoho CRM a breeze.



The plugin does exactly what it promises: seamlessly sending form submissions to Zoho as leads, contacts, or entries in custom modules. It’s perfect for keeping my CRM up-to-date without any manual data entry, saving me so much time and reducing the chances of errors. The ability to map Gravity Forms fields to Zoho CRM fields is extremely convenient, and it’s impressive that it works in real-time.



I also love the additional debugging tools and logs that help monitor the integration, which ensures everything is running smoothly. If you're looking for an easy-to-use, efficient solution to connect your Gravity Forms to Zoho CRM, I highly recommend this plugin. It works like a charm!


Seamless and Efficient: The Perfect Plugin for Zoho CRM Integration


Highly recommended for anyone using Zoho and Gravity Forms together!


Amazing Plugin!


The CRMZT Connector for Zoho by TechArk is an outstanding plugin that facilitates the connection between Gravity Forms on your WordPress site and Zoho CRM. It is well-designed, easy to set up, and effective in its operation. If you want to automate lead capture and eliminate manual data entry, this plugin will save you time and prevent unnecessary headaches. I will definitely keep it in our toolkit for future projects.


Perfect Solution to Automate Lead Sync with Zoho CRM

Integrate Gravity Forms with Zoho CRM to automatically send form submissions as Leads, Contacts, or entries in custom modules.

Integration of Zoho CRM and Gravity Forms vs CRMZT Connector for Zoho by TechArk