Gravity Forms to Zoho CRM

Easily connect Gravity Forms to Zoho CRM. Automatically create new leads or contacts.

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Get under the hood

Plugin demo

Use Gravity Forms on your WordPress site? And Zoho CRM is your favourite CRM system? This add-on for Gravity Forms gets the two talking to each other!

The most common use case is to have an enquiry form on your website, when a visitor fills in that form, it’s then sent automatically into Zoho CRM, creating a lead or contact.

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This plugin requires you to have purchased the Gravity Forms WordPress plugin separately.

Gravity Forms to Zoho CRM plugin features

No more manual entering your Gravity Forms entries into Zoho CRM! Get time back in your day with Gravity Forms to Zoho CRM.

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Create multiple data types in your Zoho CRM

Automatically create leads and contacts within your Zoho CRM directly from your Gravity Forms

Support for multiple Gravity Forms

Connect any number of Gravity Forms on your website to your Zoho CRM

Easy to use

Quickly and easily map Gravity Form fields to your Zoho CRM fields. Custom fields in Zoho CRM supported

Configurable leads to suit your workflow

Supports approval mode and workflow mode when leads are created. Settings available to control the lead owner and store a unique reference for your lead when inserted into Zoho

Compatible with Zoho CRM API 2.0

Also supports Zoho CRM’s new Authentication Token

Support for file attachments

Send file attachments from your Gravity Forms into your Zoho CRM. Works with multiple file upload fields too!

Support for multiple Zoho Servers

Supports US, European, India, China, Japan, Australian data centres

How it works

1

Create Client ID

In the plugin settings, choose your Zoho Server (data centre), then connect to Zoho CRM by creating a Client ID and Client Secret.

2

Map form fields

Choose the Gravity Form you would like to send data from, then choose a Zoho CRM module to map to and map the form fields to the Zoho CRM fields.

3

Receive data

Sit back and relax while your website automagically sends your Gravity Form data into your Zoho CRM.

Still have questions?

Check out our detailed plugin documentation or ask a question. Our pre-sales team are here to help answer any questions you may have.

Latest updates

New
Version 3.8
  • New support for duplicate record detection