Contact Form 7 – Zoho CRM Integration

Installation

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Activate plugin.
WordPress Multisite Network Dashboard
  • Go to ‘Network Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Only install plugin zip in ‘Network Admin’ and do not activate it.
  • Activate plugin site wise (‘Site’ -> ‘Admin’ -> ‘Plugins’).

Configuration

  • Go to ‘Admin’ -> ‘CF7 – Zoho’ -> ‘Configuration’.
  • Register App in Zoho CRM to get Client ID and Client Secret. For COM, https://accounts.zoho.com/developerconsole, For US, https://accounts.zoho.in/developerconsole, For EU, https://accounts.zoho.eu/developerconsole, For IN, https://accounts.zoho.in/developerconsole, For CN, https://accounts.zoho.com.cn/developerconsole, etc…
    • Login to Zoho CRM if not logged in Zoho CRM.
    • Click on ‘GET STARTED’ button.
    • Click on ‘Server-based Applications’ button.
    • Client Name: Enter the client name. Like ‘Integration’.
    • Homepage URL: Enter the your site domain. Like https://example.com/
    • Authorized redirect URIs: Enter the redirect URL. The format is {your site domain}/wp-admin/admin.php?page=oc_cf7_zoho_configuration. Like https://example.com/wp-admin/admin.php?page=oc_cf7_zoho_configuration
      Also, you can take ‘Authorized redirect URI’ from the Configuration (‘Admin’ -> ‘CF7 – Zoho’ -> ‘Configuration’) tab.
    • Click on ‘Create’ button.
  • Domain: Add your Zoho CRM domain. Domains are https://accounts.zoho.com/, https://accounts.zoho.in/, https://accounts.zoho.eu/, https://accounts.zoho.com.cn/, etc…
  • Client ID: Add your Zoho CRM App Client ID.
  • Client Secret: Add your Zoho CRM App Client Secret.
  • Click on ‘Authorize’ button.
  • You can see Zoho CRM login page if not logged in Zoho CRM. If not logged in Zoho CRM, login to Zoho CRM.
  • Click on ‘Allow’ button.

Integration

  • Go to ‘Admin’ -> ‘CF7 – Zoho’ -> ‘Integration’.
  • You can see list of Contact Form 7 forms.
  • Click on edit form icon which you want to integrate form.
  • Select a Zoho CRM module you want to integrate with current form.
  • Click on ‘Filter’ button to filter module fields.
  • Check ‘Zoho CRM Integration?’ checkbox if you want to integrate Zoho CRM.
  • Select ‘Create Module Record’ or ‘Create/Update Module Record’ action event.
    • Create Module Record: On form submitted, it will add record.
    • Create/Update Module Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
  • You can select triggers as per your needs.
  • Select a campaign if you want to add Contact or Lead to your Zoho CRM Campaign.
  • Layout: If has custom layout, you can select layout as per your needs.
  • Map Contact Form 7 form fields to Zoho CRM module fields.

    Below module wise fields are required in the Zoho CRM and it must be mapped with Contact Form 7 form fields.

    • Case: Subject and Case Origin
    • Contact: Last Name
    • Lead: Last Name and Company Name

    For ‘Lookup Relationship’ type fields (Lead Owner, Contact Owner, etc…), create hidden field in the form and map it with ‘Lookup Relationship’ type field.

    • For Lead Owner, Like [hidden lead-owner-id "{Lead Owner ID}"]. Example: [hidden lead-owner-id "0052w11000135G4AAI"].
    • For Contact Owner, Like [hidden contact-owner-id "{Contact Owner ID}"]. Example: [hidden contact-owner-id "0052w22000135G4AAI"].

    Tags: Create hidden field in the form and add Tags by comma separated. Like One,Two,Three,etc… Once created, map it with Tags field.

  • Click on ‘Save Changes’ button.

API Error Logs

  • Go to ‘Admin’ -> ‘CF7 – Zoho’ -> ‘API Error Logs’.
  • You can see Zoho CRM API error logs.

Settings

  • Go to ‘Admin’ -> ‘CF7 – Zoho’ -> ‘Settings’.
  • API Error Notification: Add ‘Subject’ and ‘Send To’. Will be sent Zoho CRM API error to the specified email.
  • Delete data on uninstall?: Check ‘Delete data on uninstall?’ checkbox if you want to delete this plugin data on uninstall.