Our latest WordPress plugin Formidable Forms to Zoho CRM is now available.
We have produced a number of plugins that help WordPress form plugins communicate with various CRM systems. One of our oldest (and most popular plugins) is our solution for Gravity Forms and Zoho CRM – now we’ve rolled a similar solution for Formidable.
It’s not the first time we have worked with Formidable Forms, Campaign Tracker for WordPress was released mid 2015 and it has support for Formidable.
So, what does it do?
Well this is a very popular use case. You have a WordPress site, on the contact page you have a form that allows your visitors to send you an enquiry. By default you’ll then get a notification email that shows you the entry as it was filled in. If you use a CRM (in this case Zoho CRM) you can have this enquiry inserted into it automatically. Commonly you’ll collect the visitors name, email, phone details all of this is automatically inserted into your CRM system.
It makes no sense to manually handle this process, our plugins help you automate and save time.
The plugin is a snap to setup, enter your Zoho details and start mapping your forms. Then setup the form(s) using our simple mapping tool – pictured below.
In minutes you can achieve a set that your sales team will love you for.
If you use Formidable and Zoho CRM head on over to the plugin page now to read more about it.
If Gravity Forms is your preferred form plugin, you might like to check out the add-ons that we have previously released.
Ken says
Will it also allow file uploads through formidable to be uploaded to Zoho CRM? Dropbox or Google Drive?
Peter says
Hi Ken yes it supports attachments. At this stage just from your local computer.