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

W3S Cloud Technology

Amdadul Haq

Md. Maruf Hossain

This plugin provides you that automated sync with your Zoho CRM and WooCommerce. Whenever there is a sale, it will insert the customer’s data into the CRM as a Contact/Account with the product information.
<h4>Features List:</h4>
<ol>
<li>Add customers as contacts in Zoho CRM when they place an order in your WooCommerce store.</li>
<li>Update contacts/customers with existing records in Zoho CRM.</li>
<li>Real time sync.</li>
<li>Duplicate customer check by email.</li>
<li>Product details in Notes if free version.</li>
<li>Sync Logs (coming soon)</li>
<li>Support Zoho Rest API v2</li>
<li>Regular enhancements via updates.</li>
<li>Support all Zoho Data center [.COM/.EU/.IN etc].</li>
<li>Quick and easy setup.</li>
</ol>
<h4>PREMIUM VERSION</h4>
W3S Connector for WooCommerce and Zoho CRM Plugin has a Premium version which comes with several additional features. 
<a href="https://w3scloud.com/" title="W3S Connector for WooCommerce and Zoho CRM Pro" rel="nofollow ugc">Upgrade to Pro version</a>
<h4>Additional Benefits:</h4>
<ul>
<li>Field mapping. (Pro feature)</li>
<li>Custom Fields. (Pro feature)</li>
<li>Zoho CRM Deal create option with Order name.</li>
<li>Sync Products from WooCommerce to Zoho CRM Product.</li>
<li>All Woocommerce Orders are fully synchronized with Zoho CRM. If you update/delete/restore an order in WooCommerce that order will be updated/deleted/restored in Zoho CRM.</li>
<li>WooCommerce Stage update in Zoho CRM Invoice</li>
<li>Manual sync Option</li>
<li>Shipping Details in Zoho CRM as Notes</li>
<li>More features will come as its under development.</li>
<li>You can also request for your features needed.</li>
</ul>
<h4>Prerequisites to this plugin:</h4>
<ul>
<li>WordPress 5.2 or higher</li>
<li>WooCommerce 3.5.2 or higher</li>
<li>PHP 7.4 or higher (we recommend 7.4)</li>
<li>Zoho CRM account. <a href="https://payments.zoho.com/ResellerCustomerSignUp.do?id=4c1e927246825d26d1b5d89b9b8472de" title="Zoho CRM Free Trial" rel="nofollow ugc">Try Zoho CRM Free</a></li>
</ul>

W3S Connector for WooCommerce and Zoho CRM

We tried couple of plugins before most them was paid but what we needed they offer the features in the free version and w3s support so helpful that they patiently answered all of our questions and solved our problem immediately. Thank you very much again.

Perfectly working with our Zoho CRM

Using WooCommerce to Zoho CRM plugin create Contact and Account in your Zoho CRM automatically when order placed in WooCommerce.

Integration of Zoho CRM and Gravity Forms vs W3S Connector for WooCommerce and Zoho CRM