CF7 Integration With ZOHO CRM
CF7 Integration With ZOHO CRM is contact form 7 integration plugin for Zoho CRM for WordPress websites. This add-on provides manual syncing with exclusive features like lead source and status, ZOHO phone, and mobile fields for better management of CF7 forms and their sync over the ZOHO CRM account.
On Demand Features
Add Notes And Tags To CF7 Entries Over ZOHO
Lets the admin add multiple tags to specific contact form entries over ZOHO CRM. Easily add notes for contacts and align their priority.
Save And Edit Form Submissions Before Syncing
Option to save form submissions before real-time syncing for admin to edit if required. Enable or disable the save contact form submissions.
Track Submissions Details And Associate Contacts To Accounts
Admin can associate contact forms to pre-existing user accounts or create a new account. Track form submission ID, modification details, IP address, and user system.
Export, Print, And Filter Submissions
Get options to filter contact form submissions, export contact details in CSV files, and print them accordingly.
How CF7 Integration With ZOHO CRM Works
Request a Demo
Submit a request for a personal demo for the CF7 Integration with ZOHO CRM plugin
Link Demo With ZOHO CRM
Once you get your demo website connect it with your ZOHO CRM account. Check the setup guide to learn how to connect the plugin with ZOHO CRM.
Setup Plugin & Sync Data
After setting up the integration successfully. Prepare feeds for a CF7 Form and map its field with existing ZOHO object fields.
Submit Form & Sync Data
Once a feed for a CF7 Form is created, put that form on any page on your website and submit the form to sync its data to ZOHO CRM.
Still Confused! How Does CF7 Integration With ZOHO CRM Works?
Frequently Asked Questions
The CF7 Integration with ZOHO CRM sends all CF7 data submissions to ZOHO CRM and classifies them on the basis of various objects and ZOHO modules assigned.
Yes. You should have the following for the proper functioning of this plugin:
- The latest version of the free MWB CF7 Integration With ZOHO CRM
- ZOHO CRM account (You can also sign up from the ZOHO Accounts tab)
- CF7 Plugin
The admin needs to have the Zoho account or can directly sign up using the link we have provided in our plugin Zoho Account tab and then proceed with selecting the Zoho Domain. Then enter the Client ID, Secret Key, and the Redirect URL after generating it following the instruction shared in a plugin which can be seen by clicking the plus icon in the top right corner
AFor creating ZOHO feeds, you need to select the following details:
- Select Contact form
- Zoho Object
- Field Value
- Conditional Statement
- Primary key (optional)
Yes, this can be done using CF7 Integration with ZOHO CRM. According to the Zoho modules, the admin can add as many feeds as he wants, in the same way, the new fields can also be added filling the field value and field type. The steps involved are as follows:
Go to Dashboard > Contact > Zoho > Add New Feed > Select Field > Add New Field
Our plugin has this conditional filter for adding conditions to the form submissions. If the condition filters are set, only those CF7 submissions will be exported that fulfill those conditions. The admin has options for the AND filter and the OR filter.
Yes, we have the functionality in our CF7 Integration with Zoho CRM Plugin. Manual data sync facilitates the admin to manually send form submissions related to the particular feed. For enabling manual syncing: Go to Dashboard > Contact > Zoho > Zoho Feeds. Select/edit the feed for which you want to enable manual syncing. On the right-hand side under the additional features, the admin can enable ‘Manual data sync’.
Yes, We have provided this functionality in our Plugin to collect the logs. For enabling logs: Go to Dashboard > Contact > Zoho > Settings. Switch the button ‘Enable logs’ to enable logging of all the form data to be sent over ZOHO and save the settings made.
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