內容簡介
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尋找一種簡單的方法來將Gravity Forms與Zoho CRM整合嗎？ 那麼就來試試來自WordPress的Integrations of Zoho CRM with Gravity Forms外掛程式吧！此外掛程式簡化了連接Zoho CRM帳戶和Gravity Forms的過程，使收集和管理客戶數據變得輕鬆容易。優化您的網站功能，立即使用這個強大的外掛程式！
請查看我們關於Zoho CRM整合Gravity Forms的逐步指南
使用此外掛程式需要的東西:
1. Gravity Forms。
2. Zoho CRM帳戶。
Gravity Forms與Zoho CRM整合的設置過程：
進入此外掛程式
從Gravity Forms創建的表單中選擇要將數據發送到Zoho CRM的表單
然後進入Zoho CRM授權頁面
單擊“Zoho API Console“
選擇“Server Side Applications”
給予客戶端名稱，但不能包含關鍵字“Zoho”
從外掛程式中複製“主頁URL”和“已授權的重定向URI”
它將生成“客戶端ID”和“客戶端秘密”，將其粘貼到外掛程式中
完成授權過程
現在選擇要將數據發送到的Zoho CRM模塊和佈局
映射Gravity Forms字段與Zoho CRM字段
完成，您已經成功設置了Gravity Forms與Zoho CRM之間的整合。
註：授權兼容Zoho CRM Plus和Zoho One，僅限CRM範圍內。
時間軸/日誌：
在Gravity Forms提交後，您可以在此處查看來自Zoho CRM的API響應。您將獲得回應，無論提交是否成功或失敗。這將幫助您進行調試。
免費版本的功能：
用戶可以將任何Gravity Forms數據發送到Zoho CRM中的銷售線索模塊。
用戶一次可以進行一次整合。
用戶只可以映射Zoho CRM的兩個字段。
此外掛程式允許用戶也可以發送自定義值。
支援從Gravity Forms小工具上傳檔案到Zoho CRM。
從外掛程式儀表板查看已提交的數據的詳細日誌。
進階條件邏輯。
專業版的功能：
所有Zoho CRM的默認模塊（銷售線索、交易、聯繫人等）都可在專業版的外掛程式中使用。
可使用Zoho CRM自定義模塊
所有默認佈局都可使用。
可使用自定義佈局。
可將Gravity Forms和Zoho CRM的無限字段進行映射。
可以使用WordPress元數據/智能數據字段對Zoho CRM進行字段映射。
Zoho CRM相關列表用於發送數據，並且可以將數據發送到多個相關列表。
專業版中提供了所有操作。
可以進行多個/無限的整合。
此處列出的其它專業版動作：
工作流程：觸發Zoho CRM工作流程
附件：將檔案上傳欄位數據發送到Zoho CRM相關列表附件中
審批列表：將條目發送到Zoho CRM審批列表中。
藍圖：當通過Gravity 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：當提交表單時，與Zoho CRM進行更新或插入操作。
外掛標籤
開發者團隊
② 後台搜尋「Integration of Zoho CRM and Gravity Forms」→ 直接安裝（推薦）
原文外掛簡介
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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:
Go to this plugin
Select form created by Gravity 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 Gravity Forms fields with Zoho CRM fields
Here we go, you successfully set up the integration between Gravity 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 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:
User can send any Gravity 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 Gravity 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 Gravity 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 Gravity Forms.
Capture GCLID: Sends the click id of Google ads/AdWords ads to Zoho CRM.
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.
Assignment Rule: Trigger assignment rules in Zoho CRM when Gravity 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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