[WordPress] 外掛分享： Integration for Zoho CRM and Zoho Bigin – Contact Form 7, WPForms, Elementor, Gravity Forms and More

內容簡介

此外掛可將 Contact Form 7、WPForms、Elementor Forms、Gravity Forms 和 Formidable Forms 的表單提交資料自動傳送至 Zoho CRM 和 Zoho Bigin，減少手動資料輸入，確保 CRM 資料與網站表單一致。

【主要功能】
• 自動創建或更新 Zoho CRM 和 Zoho Bigin 的記錄
• 支援多種流行的 WordPress 表單外掛
• 無需編碼或 API 知識即可使用
• 支援所有主要的 Zoho CRM 和 Zoho Bigin 模組
• 減少手動資料輸入的時間和錯誤

外掛標籤

開發者團隊

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.
Why Use This Plugin?

Stop copying form data manually into Zoho
Instantly create Leads, Contacts, Deals, or Pipeline records from form submissions
Works with the most popular WordPress form plugins
Supports all major Zoho CRM modules and all Zoho Bigin modules including Pipelines
No coding or API knowledge required

Supported WordPress Form Plugins

Contact Form 7 — most popular free form plugin
WPForms — beginner-friendly drag and drop forms
Elementor Forms — forms built inside Elementor page builder
Gravity Forms — advanced WordPress forms
Formidable Forms — powerful form builder with calculations

Supported Zoho CRM Modules
Send form data to any Zoho CRM module:

Leads — capture website leads directly into Zoho CRM
Contacts — create or update contact records
Accounts — sync company or organization data
Deals/Pipelines — push deal information from forms
Vendors, Campaigns, Price Books, Products
Cases, Solutions
Quotes, Sales Orders, Purchase Orders, Invoices
Activities, Tasks, Events, Calls
Projects, Notes, Attachments
Custom Modules — sync data to any custom module you have created in Zoho CRM

Supported Zoho Bigin Modules
Send form data to any Zoho Bigin module:

Pipelines — create new pipeline records (deals) in Zoho Bigin directly from form submissions
Contacts — add or update contact records in Bigin
Companies — sync company data from forms
Products — push product information
Activities, Tasks, Events, Calls, Notes

Zoho Bigin Pipelines: If you use Zoho Bigin to manage your sales pipeline, this plugin lets you automatically add new pipeline entries whenever a form is submitted — perfect for lead capture forms, quote request forms, or any form that starts a sales process.

How It Works

A visitor submits a form on your WordPress site
The plugin receives the submission instantly
It maps each form field to the corresponding Zoho CRM or Bigin field
It creates or updates the record in Zoho via the API
The result is logged — success or failure — so you always know what happened

Key Features

Real-time sync — form submissions are sent to Zoho immediately
All major modules — Leads, Contacts, Deals, Pipelines, and more
Flexible field mapping — map any form field to any Zoho field
Custom values — send fixed text or dynamic values to Zoho fields
System field mapping — automatically send page URL, submission time, and more
Duplicate handling — choose to add, skip, or update existing records
Primary key support — match records by email, phone, or any unique field
Conditional logic (filter criteria) — only sync when specific conditions are met
Picklist helper — see allowed values for Zoho picklist fields and copy them with one click
Notes field (Pro) — attach a note to every record created in Zoho
File attachments (Pro) — upload form file fields to Zoho record attachments
Tag support (Pro) — add tags to Zoho records from form submissions
Detailed logs — view every submission with status, request data, and Zoho response
Resync — manually resync failed records from the Logs page (Pro)
Email notifications — get notified when a record fails to sync
Multiple accounts — connect more than one Zoho account
Enable or disable integrations — pause any integration without deleting it

Picklist Allowed Values Helper
When mapping a Zoho picklist field (such as Lead Source, Salutation, Status, or any dropdown field), an info icon appears next to the field. Click or hover to see all allowed values. Click any value to copy it — then paste it as a custom value in your field mapping. This prevents errors caused by sending values that Zoho does not accept.
Duplicate Record Handling
Choose what happens when a matching record already exists in Zoho:

Add (ignore if exists) — always create a new record
Skip if exists — do not create if a matching record is found (Pro)
Add or update — create if new, update if exists (Pro)
Update only — only update existing records, never create (Pro)

Filter Criteria (Conditional Logic)
Control when form submissions are sent to Zoho. For example:

Only sync if the user selects “Yes” to a question
Only send to Zoho if the form includes a valid email
Filter by dropdown selection, checkbox value, or any field

Authentication
To connect your Zoho account:

Go to Settings → Connections in the plugin (older links to the Accounts tab open this page).
Click + Add Connection.
Enter an identifiable account name (for example, “Main Zoho CRM Account”).
Select the appropriate data center (for example, zoho.com, zoho.eu, zoho.in).
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 connection will appear under Settings → Connections.

You can also connect or reconnect a Zoho account from the first step of the Add/Edit Integration screen.
Add Integration
To create a new integration:

Go to the Setup page.
Click Add Integration.
Enter an integration name (for example, “Contact Form 7 to Zoho Leads”).
Select the form plugin (Contact Form 7, WPForms, Elementor, Gravity Forms, or Formidable).
Choose the connected Zoho account.
Select the Zoho module (for example, Leads, Contacts, Pipelines, Deals).
Map your form fields to the corresponding Zoho fields.
Optionally set a duplicate handling rule and primary key field.
Optionally add filter criteria to control when records are created.
Click Save Mapping.

Logs
The plugin provides a Logs section to monitor every form submission:

View all submissions with their status (SUCCESS, or the error code of a failed one)
Filter by status (Success, Failed or Skipped) — Skipped means the entry was not sent because it did not match the integration’s filter
See the full request sent to Zoho and the response received
Search and filter logs by integration and message, and sort by newest, oldest or most retries
Resync failed records individually or in bulk (Pro)
Delete log entries one by one, in bulk, or all at once
Press Refresh to load the newest logs on demand

Settings
Global settings are on the Settings page, under the Connections, Notifications, General and License tabs. Saving settings does not reload the page:

Delete data on uninstall — remove all plugin data when the plugin is deleted
Error email notification — receive an email when a record fails to sync
Notification emails — comma-separated list of email addresses for error alerts
Email subject — customize the subject line for error notification emails
Deactivation alert — send a notification email when the plugin is deactivated

Privacy and Data Handling

Form submission data is sent from your WordPress site to Zoho CRM or Zoho Bigin via their official API.
The plugin does not send form data to any service other than the Zoho account you connect. The only other services it contacts are listed under “External services” below.
All communication with Zoho uses HTTPS.
Zoho modules and fields are cached on your site for a few hours (as WordPress transients) to speed up the admin screens. Use Refresh from Zoho to reload them; “Delete data on uninstall” removes the cache.
The admin screens keep a short-lived copy of the pages you have opened in your browser’s memory only; nothing is stored in cookies or browser storage.

External services
This plugin connects to the services below. Nothing is sent until you connect a Zoho account or activate a license key.
Zoho CRM and Zoho Bigin (accounts.zoho.* and www.zohoapis.*, depending on the data center you choose)
Used to authorize your Zoho account, read the modules and fields you can map, and create or update records from your form submissions. Sent: OAuth authorization/refresh requests and the form values you have mapped in an integration. Zoho terms: https://www.zoho.com/terms.html — privacy policy: https://www.zoho.com/privacy.html
Authorization redirect (https://integrazo.com/zoho_callback)
This address is registered as the redirect URL of the Zoho application. After you approve access, Zoho sends your browser there with the authorization code, and you are returned to your own site, which then completes the connection.
Integrazo license service (https://www.zohoapis.in/creator/custom/plugcrux/…)
Only used if you activate a Pro license key: when you activate or deactivate the key, and when the plugin is deactivated with an active license. Sent: the license key, your site URL, the plugin name and version, and your PHP and WordPress versions. More information: https://integrazo.com/
ip-api.com (http://ip-api.com/json/)
Only used when an integration maps a visitor’s city, state or country and no other geolocation data is provided (see the iafwzc_get_user_location_data filter). Sent: the visitor’s IP address. Terms and privacy: https://ip-api.com/docs/legal
Deactivation feedback form (creatorapp.zohopublic.in, a Zoho Creator form)
Shown inside the deactivation dialog on the Plugins screen. It loads only when you click Deactivate, and receives only what you type into the form.
Free and Paid Features
Free version includes:

Connect as many Zoho accounts (connections) as you need
Unlimited form integrations
Standard field mapping (General Fields)
Custom value support
System field mapping (page URL, submission time, and more)
Add record action (ignore duplicates)
Error log view
Email notifications for failed records

Pro version adds:

Premium field mapping (Lead Source, Country, State, Phone, Industry, and more)
Custom field mapping (map to any custom field in Zoho CRM)
Custom module support (sync to custom modules in Zoho CRM)
Advanced duplicate handling (skip, add or update, update only)
Resync failed records from Logs, individually or in bulk
Notes
Tags
File attachments
Record image (profile photo)

Upgrade now: https://integrazo.com/products/integrate-any-form-with-zoho-crm
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. It works with both Zoho CRM free and paid plans, and with all Zoho Bigin plans.