前言介紹
- 這款 WordPress 外掛「Integration for Zoho CRM and Zoho Bigin – Contact Form 7, WPForms, Elementor, Gravity Forms and More」是 2025-01-26 上架。
- 目前有 50 個安裝啟用數。
- 上一次更新是 2026-01-24，距離現在已有 33 天。
- 外掛最低要求 WordPress 5.2 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 7.0 以上。
- 有 1 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
padmadev | plugcrux | integrazo |
外掛標籤
zoho integration | zoho crm integration | gravity forms to zoho | zoho bigin integration | elementor forms to zoho |
內容簡介
以下是對於整合熱門 WordPress 表單與 Zoho CRM 和 Zoho Bigin 的外掛的摘要:
- 這個多功能外掛可連接像 Contact Form 7、WPForms、Elementor Forms、Gravity Forms 和 Formidable 這樣的表單，透過自動將表單提交傳送到 CRM 模組，例如 Leads、Contacts、Accounts 和自訂模組，節省時間並提高效率。
- 支援的表單包括 Contact Form 7、Gravity Forms、WPForms、Elementor Forms 和 Formidable Forms。
- 這個外掛支援 Zoho CRM 和 Zoho Bigin，實現無縫整合。
- 使用這個外掛的好處包括單擊驗證 Zoho 帳戶、管理多個 Zoho 帳戶、透過彈出視窗查看所有細節、自訂欄位支援、多個 CRM 記錄添加選項、條件過濾記錄、等等。
請看以下的問題與答案:
<html>
<ul>
<li><strong>有哪些支援的表單？</strong><br>支援的表單包括 Contact Form 7、Gravity Forms、WPForms、Elementor Forms 和 Formidable Forms。</li>
<li><strong>這個外掛支援哪些 CRM 系統？</strong><br>這個外掛支援 Zoho CRM 和 Zoho Bigin，實現無縫整合。</li>
<li><strong>使用這個外掛的好處有哪些？</strong><br>包括單擊驗證 Zoho 帳戶、管理多個 Zoho 帳戶、透過彈出視窗查看所有細節、支援自訂欄位、多個 CRM 記錄添加選項、條件過濾記錄等。</li>
<li><strong>如何對 CRM 記錄進行操作？</strong><br>您可以對 CRM 記錄進行添加、更新、略過等操作。</li>
<li><strong>如何進行表單整合？</strong><br>進入設定頁面，添加新的整合，選擇您想要的表單插件，選擇 Zoho 帳戶，將表單欄位映射到 Zoho CRM 或 Bigin 欄位。</li>
</ul>
</html>
原文外掛簡介
This plugin sends form submissions from Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms to Zoho CRM and Zoho Bigin.
When a user submits a form, the plugin can create or update records—such as leads, contacts, or deals—in your Zoho CRM or Zoho Bigin account. This helps reduce manual data entry and keeps your CRM data consistent with your website forms.
Supported form plugins:
Contact Form 7
WPForms
Elementor Forms
Gravity Forms
Formidable Forms
Authentication
To connect your Zoho account:
Go to the Accounts page in the plugin.
Click Add Account.
Enter an identifiable account name (for example, “Main Zoho CRM Account”).
Select the appropriate data center (for example, zoho.com, zoho.eu).
Click Authenticate to open the Zoho authorization page.
Log in to Zoho and approve the requested permissions.
After approval, you will be redirected back to WordPress, and the account will be listed on the Accounts page.
Add Integration
To create a new integration:
Go to the Setup page.
Click Add Integration.
Enter an integration name (for example, “Lead Capture Form”).
Select the form type (Contact Form 7, WPForms, Elementor, Gravity Forms, or Formidable).
Choose the connected Zoho account.
Select the module in Zoho CRM or Zoho Bigin (for example, Leads, Contacts, Deals).
Map form fields to Zoho fields in the field mapping section.
Optionally map fields such as phone, company, custom fields, or attachments (where supported).
Use the filter criteria section to apply conditions (for example, sync only if a checkbox is selected).
Click Save Mapping.
Logs
The plugin provides a logs section to review how data is being sent to Zoho.
Open the Logs page to see a list of submissions and their statuses.
Typical statuses include:
SUCCESS – record created or updated successfully.
RECORD_FAILED – record not created due to an error (for example, a required field is missing).
You can filter logs by integration, status, and date.
Use the log details view to see the full request, response, and error messages.
Resync or delete individual records, or use bulk actions where available.
Settings
Global settings can be managed from the Settings page:
Delete data on uninstall – when enabled, plugin data will be removed when the plugin is deleted from WordPress.
Error email notification – enable or disable email notifications when a record fails.
Notification emails – specify one or more email addresses (comma-separated) to receive error notifications.
Email subject – set the subject line for error notification emails.
Privacy and Data Handling
Form submission data is sent from your WordPress site to Zoho CRM or Zoho Bigin via their API.
The plugin does not send data to any third-party service other than the configured Zoho services.
Free and Paid Features
The plugin is available in a free version with optional paid features.
Free version includes:
Connect up to 2 Zoho accounts
Connect up to 2 forms
Support for standard fields and basic field mapping
Custom value support
System fields mapping (such as page URL or submitted time)
Note field integration
Error log view and basic management
Email notifications for failed records
No daily record limit enforced by the plugin
Paid version adds:
Unlimited account connections (subject to Zoho limits)
Unlimited form connections
Premium field support
Custom field mapping
Advanced resync options and log handling
Upgrade now: https://integrazo.com/products/integrate-any-form-with-zoho-crm
Features Overview
Connect Zoho CRM and Zoho Bigin to supported form plugins
Configure multiple Zoho accounts and modules
Map form fields to Zoho CRM or Zoho Bigin fields
Real-time syncing of form submissions
Conditional logic to control when records are created or updated
Activity logs with status and error details
Resync options for failed records
Optional email notifications for errors
Settings to control data removal on uninstall
Support
If you need help or want to request a feature:
https://integrazo.com/pages/contact
https://integrazo.com/pages/request-feature
Website: https://integrazo.com/
Email: [email protected]
Additional Notes
This plugin supports WordPress multisite installations and has been tested for compatibility with recent WordPress versions.
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Integration for Zoho CRM and Zoho Bigin – Contact Form 7, WPForms, Elementor, Gravity Forms and More」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
1.0.0 | 1.0.1 | 1.0.2 | 1.0.3 | 1.0.4 | 1.0.5 | 1.0.6 | 1.0.7 | 1.0.8 | 1.0.9 | trunk | 1.0.10 | 1.0.11 | 1.0.12 | 1.0.13 | 1.0.14 |
延伸相關外掛（你可能也想知道）
暫無相關外掛推薦。