內容簡介
Centous Integration for Contact Form 7 and Zoho 外掛可無縫連接 Contact Form 7、WPForms、Elementor Pro 和 Formidable Forms 的表單提交至 Zoho CRM 和 Zoho Bigin。此外掛可自動將表單提交轉換為潛在客戶、聯絡人或其他支援的模組，提升客戶資料管理效率，無需手動輸入。
【主要功能】
• 支援 Contact Form 7、WPForms、Elementor Pro 和 Formidable Forms
• 整合 Zoho CRM 和 Zoho Bigin
• 安全的 OAuth 認證
• 創建和管理多個表單到 Zoho 的資料流
• 表單欄位與 Zoho 模組之間的對應
• 測試連接和驗證 Zoho 憑證
外掛標籤
開發者團隊
② 後台搜尋「Centous Integration for Contact Form 7 and Zoho」→ 直接安裝（推薦）
原文外掛簡介
The Centous Integration for Contact Form 7 and Zoho plugin allows you to seamlessly connect form submissions from Contact Form 7, WPForms, Elementor Pro, and Formidable Forms with Zoho CRM and Zoho Bigin.
Using this plugin, form submissions can be automatically sent to Zoho as Leads, Contacts, or other supported modules, helping you manage customer data efficiently without manual entry.
Key Features
Integration with Contact Form 7, WPForms, Elementor Pro, and Formidable Forms
Supports Zoho CRM and Zoho Bigin
Secure OAuth-based Zoho authentication
Create and manage multiple form-to-Zoho feeds
Field mapping between form fields and Zoho modules
Test connection and verify Zoho credentials
Logs for API actions and errors
Clean uninstall option (optional data removal)
Usage
Connect your Zoho account from the plugin settings
Select the Zoho service (CRM or Bigin)
Create a feed and choose a form (Contact Form 7, WPForms, Elementor, or Formidable Forms)
Map form fields to Zoho fields
Save the feed
Submissions from the selected form will now be sent to Zoho automatically
For Elementor Pro forms, select Elementor as the form type when creating a feed, then choose the page/form widget from the dropdown. Map fields using each Elementor field’s Custom ID where available.
Configuration
The plugin uses a feed-based configuration system, allowing you to control which forms send data to Zoho and how the data is mapped.
Plugin Menu Structure
After activating the plugin, you will see a new menu in the WordPress admin sidebar:
Zoho CRM Connect
Zoho CRM Connect
Test Connection
Feeds
Logs
Settings
1. Zoho CRM Connect (Zoho Connection Setup)
Go to Zoho CRM Connect → Zoho CRM Connect
Choose the Zoho service:
Zoho CRM
Zoho Bigin
Enter your Zoho OAuth credentials (Client ID, Client Secret, Redirect URI)
Click Authorize / Connect
Once connected, your Zoho account details will be displayed
This step is required before creating any feeds.
2. Test Connection
Navigate to Zoho CRM Connect → Test Connection
Click the Test Connection button
The plugin will verify:
OAuth authentication
Access token validity
Zoho API connectivity
A success or error message will be shown based on the result.
3. Feeds (Core Configuration)
Feeds control how form submissions are sent to Zoho.
Create a New Feed
Go to Zoho CRM Connect → Feeds
Click Add New Feed
Configure the feed as follows:
a) Select Form Type and Form
Choose the form type: Contact Form 7, WPForms, or Elementor
Select the form you want to integrate
b) Select Zoho Module
Select the Zoho module where data should be sent (e.g. Leads, Contacts, Deals, etc.)
c) Field Mapping
Once the form and module are selected, the Field Mapping section appears
Map Zoho fields to the selected form fields
Form fields are shown as dropdown options based on the selected form
Example:
Zoho Field: Last Name → Form Field: your-name
Zoho Field: Email → Form Field: your-email
Zoho Field: Phone → Form Field: your-phone
Mandatory Zoho fields must be mapped before saving the feed.
d) Feed Status
Enable or disable the feed using the Active / Inactive toggle
Only active feeds will send data to Zoho
Click Save Feed
Once saved and active, submissions from the selected form will be sent to Zoho automatically.
4. Logs
Go to Zoho CRM Connect → Logs
View API request and response logs
Useful for:
Debugging failed submissions
Checking Zoho API errors
Verifying successful record creation
5. Settings
Navigate to Zoho CRM Connect → Settings
Configure global plugin options such as:
Enable / disable logging
Delete plugin data on uninstall
Save changes as required
External Services
This plugin integrates with Zoho APIs to send form submission data from Contact Form 7, WPForms, and Elementor Pro to Zoho CRM or Zoho Bigin.
API Endpoints and Data Flow
Create / Update Records in Zoho
API Endpoint: https://www.zohoapis.com/crm/v2/{module}
Purpose: Creates or updates records (Leads, Contacts, etc.) in Zoho.
How it’s used: When a supported form is submitted, the plugin sends mapped form data to Zoho to create or update a record.
OAuth Authentication
API Endpoint: https://accounts.zoho.com/oauth/v2/token
Purpose: Generates and refreshes Zoho access tokens.
How it’s used: The plugin securely authenticates with Zoho using OAuth and refreshes access tokens automatically when required.
Retrieve Zoho Account Information
API Endpoint: https://www.zohoapis.com/crm/v2/org
Purpose: Fetches organization details to confirm a valid Zoho connection.
How it’s used: Used during setup and verification of Zoho credentials.
Data Handling and Privacy
What data is sent: Form submission data such as name, email, phone number, and other mapped fields.
When data is sent: Only when a user submits a form that has an active Zoho feed configured.
Security: All data is transmitted securely over HTTPS.
Privacy & Compliance: Data handling follows Zoho’s privacy standards. Site owners are responsible for GDPR and other legal compliance.
Zoho Terms of Service
By using this plugin, you agree to Zoho’s:
Privacy Policy
Terms of Service
Supported Contact Forms
Contact Form 7 (required)
WPForms
Elementor Pro (Form widget)
Formidable Forms
Plugin Features
Automatically add new leads, contacts to Zoho upon form submission.
Configure Zoho API settings directly from the plugin settings Configuration page.
Customize the contact form, Zoho Modules and fields that map to Zoho attributes.
Why We Built This Plugin
Zoho CRM is a powerful tool for managing customer relationships. By integrating it with popular WordPress form builders, we wanted to make it easier for users to send contact data directly to Zoho and automate the lead management process.
Data Handling & GDPR Compliance
This plugin collects and stores personal data submitted through forms in the WordPress database and sends that data to Zoho CRM or Zoho Bigin via secure APIs.
Personal data may include names, email addresses, phone numbers, and other form fields configured by the site administrator. Site owners are responsible for informing users and obtaining consent where required by applicable data protection laws.
Support
For support, please contact us at Centous Support.
For full setup and usage instructions, please read our documentation:
Contact Form 7 and Zoho Integration Documentation
Author
Author: Centous
Website: centous.com
