WordPress Users – 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’ -> ‘Users Integration’ -> ‘Configuration’.
  • Register App in Zoho CRM to get Client ID and Client Secret. For US, https://api-console.zoho.com/, For AU, https://api-console.zoho.com.au/, For EU, https://api-console.zoho.eu/, For IN, https://api-console.zoho.in/, For CN, https://api-console.zoho.com.cn/, 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=zoho_wp_user_configuration. Like https://example.com/wp-admin/admin.php?page=zoho_wp_user_configuration
      Also, you can take ‘Authorized redirect URI’ from the Configuration (‘Admin’ -> ‘Users Integration’ -> ‘Configuration’) tab.
    • Click on ‘Create’ button.
  • Domain: Select your Zoho CRM domain.
  • 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 Settings

  • Go to ‘Admin’ -> ‘Users Integration’ -> ‘Integration Settings’.
  • Select a Zoho CRM module you want to integrate.
  • Click on ‘Filter’ button to filter module fields.
  • Check ‘Zoho CRM Integration?’ checkbox if you want to integrate Zoho CRM.
  • Check ‘Workflow Trigger?’ checkbox if you want to trigger workflow.
  • Map WordPress user fields to Zoho CRM module fields.
  • Click on ‘Save Changes’ button.

Users Integration

  • Go to ‘Admin’ -> ‘Users Integration’ -> ‘Users Integration’.

API Error Logs

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