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Contact Form 7 — Zoho CRM — Integration – Instructions

Step 1 — Installation

WordPress admin dashboard:

  1. Go to `Plugins` -> `Add New`.
  2. Click `Upload Plugin`.
  3. Upload `Contact Form 7 — Zoho CRM — Integration` plugin zip file.
  4. Activate it after the upload is complete.

Manual upload — FTP, SSH, SFTP etc:

  1. Unzip `Contact Form 7 — Zoho CRM — Integration` plugin zip file.
  2. Upload it to your `WordPress` plugin directory (usually /wp-content/plugins ).
  3. Go to `Admin` -> `Plugins` and activate it.

Step 2 — Crm integration settings

Go to the Contact Form 7 -> Integration.

Find «Integration with Zoho CRM» and click the button «Go to setup».

PLUGIN USE API V2

Register app in Zoho CRM to get Client ID and Client Secret. register app ->

Zoho user guide register app.

  1. Client Name: for example — Site integration
  2. Client Domain. Enter the your site domain. Like https://yourdomain.com/
  3. Authorized Redirect URIs
    Enter the redirect URL.

    The link format has the following form — {yoursitedomain}/wp-admin/admin.php?page=wpcf7-integration&service=cf7-zohocrm-integration&action=setup

  4. Client Type: WEB Based
  5. Click Create.
  6. Go back to settings and site and insert the values Client ID and Client Secret.
  7. Click Authorize button


Step 3 — Form settings

Go to the Contact Form 7. Open the form which your want to send to Zoho CRM.

Open tab Zoho CRM.

Set checkbox «Enable send the lead».

Choose the type of a lead that will be generated in CRM (Lead, Contact, Case).

Fill fields for the selected type. And click «Save» button.

When sending the form, the data will be transferred to Zoho CRM.

Below is an example of the filled-in fields for a `lead` type.

Another type is filled in by analogy.


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