內容簡介
造訪此外掛的網站
若您正在尋找一個易於整合Fluent Forms和Zoho CRM的簡單方式，那麼就試試WordPress上的Zoho CRM與Fluent Forms整合外掛吧！此外掛簡化了連接您的Zoho CRM帳戶和Fluent Forms的過程，輕鬆收集和管理您的客戶資料。立即優化您的網站功能，使用這個強大的外掛！
查看我們關於Fluent Forms和Zoho CRM整合的逐步教程
您需要使用此外掛的事項：
1. Fluent Forms。
2. Zoho CRM帳戶。
Fluent Forms與Zoho CRM整合設定流程：
前往此外掛
從Fluent Forms建立的表單中選擇要將數據發送到Zoho CRM的表單
然後前往Zoho CRM授權頁面
點擊“Zoho API Console”
選擇“伺服器端應用程式”
指定客戶端名稱，但不可以包含關鍵字“Zoho”
從外掛複製“首頁網址”和“已授權重新導向URI”
它會生成“客戶端ID”和“客戶端密鑰”，將其粘貼到外掛中
完成授權過程
現在選擇您要發送數據的Zoho CRM模組和版面配置
映射Fluent Forms欄位和Zoho CRM欄位
這樣就完成了Fluent Forms和Zoho CRM之間的整合設定
備註：授權適用於Zoho CRM Plus和Zoho One，僅限於CRM範圍內。
時間軸/記錄：
在Fluent Forms提交表單後，您可以看到來自Zoho CRM的API響應。您將收到提交是否成功或失敗的響應，這將幫助您進行調試。
免費版本的功能：
用戶可以將任何Fluent Forms數據發送到Zoho CRM的潛在客戶模組。
用戶可以同時進行一次整合。
用戶只能映射Zoho CRM的兩個欄位。
此外掛允許用戶傳送自定義值。
支援從Fluent Forms插件小工具上傳文件到Zoho CRM。
檢視從外掛儀表板提交的數據的詳細日誌。
進階條件邏輯。
專業版本的功能：
專業版本外掛提供所有Zoho CRM的預設模組（潛在客戶、交易、聯絡人等）。
Zoho CRM自定義模組可用。
所有默認版面可用。
自定義版面可用。
您可以映射Fluent Forms和Zoho CRM的無限欄位。
WordPress元數據/智能數據欄位可與Zoho CRM進行映射。
可發送數據到Zoho CRM相關清單，並可將數據發送到多個相關清單中。
此外掛提供所有操作。
您可以進行多次/無限次的整合。
以下是專業版本中的操作：
工作流程：觸發Zoho CRM工作流程
附件：將文件上傳字段數據發送到Zoho CRM相關清單附件
核准清單：向Zoho CRM核准清單發送條目。
藍圖：當通過Fluent Forms提交表單時，觸發Zoho CRM藍圖。
捕獲GCLID：將Google廣告/ AdWords廣告的點擊ID發送到Zoho CRM。
更新記錄：當在Fluent Forms中提交表單時進行更新。
外掛標籤
開發者團隊
② 後台搜尋「Integration of Zoho CRM and Fluent Form」→ 直接安裝（推薦）
原文外掛簡介
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Looking for an easy way to integrate Fluent Forms with Zoho CRM? Look no further than the Integrations of Zoho CRM with Fluent Forms plugin from WordPress! This plugin simplifies the process of connecting your Zoho CRM account and Fluent 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 Fluent Forms
Things you need to use this plug-in :
1. Fluent Forms.
2. Zoho CRM account.
Setup process for Fluent Forms integration with Zoho CRM:
Go to this plugin
Select Form created by Fluent Forms from which you want to send data in Zoho CRM
Then go to Zoho CRM authorization page
Click on “Zoho API Console“
Select “Server Side Applications”
Give a client name but I cannot contain keyword “Zoho“
Copy “Homepage URL” and “Authorized Redirect URIs” from the plugin
It will generate “Client ID” and “Client Secret”, paste it in the plugin
Complete the authorization process
Now select Zoho CRM module and layout where you want to send data
Map Fluent Forms fields with Zoho CRM fields
Here we go, you successfully set up the integration between Fluent Forms and Zoho CRM.
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 Fluent 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:
User can send any Fluent forms data to leads module of Zoho CRM.
Users can make one integration at a time.
Users can map only two fields of Zoho CRM.
This plugin allow user to send custom value also.
Support file upload from Fluent forms widget to Zoho CRM.
View the detailed log of submitted data from the plugin dashboard.
Advance conditional logic.
FEATURES ON PRO VERSION:
All the default modules (lead, deal, contact etc.) from Zoho CRM are available in pro plugin.
Zoho CRM Custom modules are available.
All the default layouts are available.
Custom layouts are available.
You can map unlimited field of Fluent forms and Zoho CRM.
WordPress meta data/smart data fields are available for field mapping with Zoho CRM.
Zoho CRM related list is available to send data and you can send data in multiple related list.
All the actions are available in pro plugin.
You can do multiple/unlimited integrations.
Here are the actions available in the pro version:
Workflow: Triggers Zoho CRM workflows
Attachment: Send file upload field data to Zoho CRM related list Attachments
Approval list: Send entries to Zoho CRM approval list.
Blueprint: Trigger Zoho CRM blueprint when a form is submitted via Fluent forms.
Capture GCLID: Sends the click id of Google ads/AdWords ads to Zoho CRM.
Upsert Record: When a form is submitted in Fluent 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.
Assignment Rule: Trigger assignment rules in Zoho CRM when Fluent Forms submitted.
Tag records: Add a tag to the record that is pushed in Zoho CRM.
Record owner: Assign an owner of the record pushed to Zoho.
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