Video Quick Start Guide
Getting Started:
Have your Zoho CRM account ready or create your free account at zoho.com
Buy and Download the Gravity Form to Zoho CRM plugin
Install and configure Gravity Forms
Install the Plugin:
From the WordPress Dashboard, click Plugins and select Add New
Choose Upload and upload the zip file you received when purchasing the plugin.
Once installed, go to the WordPress Dashboard, click Plugins and then Installed Plugins and find the installed Gravity Form to Zoho CRM plugin, click activate
Setup the Plugin:
From the WordPress dashboard, click Settings and selectGravity Forms to Zoho CRM plugin
- Ensure you have your license key ready, it’s available here with your Purchase History
- Activate your plugin by entering the license key
- Zoho CRM lead owner [email]: Enter Zoho CRM Lead owner email address
- Zoho CRM username [email]: Enter Zoho CRM username email
- Zoho CRM password: Enter Zoho CRM password
Click Save Zoho Credentials
Now you can test the connection between the plugin and Zoho CRM. Click ‘test connection‘ and then login to your CRM account, you should find a new test lead in your lead queue.
Map the Zoho Fields
After you save all of the plugin settings, this field should appear on the Settings screen:
Select which Gravity form you would like to edit and specify each field as you would prefer it to be mapped to your Zoho account. For custom fields, click on the Zoho Field Mapping select dropdown and scroll all the way to the bottom of the list to select the custom field option. Click Save Zoho Mappings when finished.
Note * At this time, our plugin does not support the “Advanced” name field in Gravity Forms, this the special field that breaks the name into two sub fields first and last. In order to capture a name please use two standard text fields, one for first and one for last name.
Advanced Zoho Integrations
Some users of Zoho will also want to use Approval Mode and Workflow Mode when entering leads into the CRM from their web site. Our plugin supports both of these options.
Approval Mode
This mode is used to allow you to approve the leads before they are entered into the main leads section of Zoho. This is useful if you need to filter for SPAM or any other kind of filtering before the data becomes a live lead.
When turned on in the plugin, the Zoho API will insert the lead but they will not show up in the main leads section. Instead clicking Lead Tools from the right side of the lead interface and then Approve Leads will shows you these leads and allow you to approve them, then they will show with the rest of your leads.
Workflow Mode
If you have configured workflow options in Zoho (e.g. an email to be sent to the lead) enable this option in the plugin setup will request the Zoho API to execute these workflow options when a new lead is entered into the system.
If you are using Approval Mode, don’t also turn on Workflow Mode as workflows will be executed once a lead is approved in the Zoho interface. Unless you required the workflows to run both when the lead is entered for approval as well as when it is approved.
SSL Connection Compatibility
Our plugin connects to the Zoho CRM API via SSL. Some shared hosting environments don’t allow such connections or are not setup correctly with SSL certificates. If you’re having a problem with the connection between your WordPress site and Zoho CRM choose ‘On’ in the SSL compatibility option (pictured here).
We recommend leaving this setting switch to ‘Off’ unless you experience a connection problem.
Documentation for version 1.5 is available here.
