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’ -> ‘WPF – Zoho’ -> ‘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=wpf_zoho-configuration. Like https://example.com/wp-admin/admin.php?page=wpf_zoho-configuration
Also, you can take ‘Authorized redirect URI’ from the Configuration (‘Admin’ -> ‘WPF – 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’ -> ‘WPF – Zoho’ -> ‘Integration’.
- You can see list of WPForms 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 WPForms form fields to Zoho CRM module fields.
Below module wise fields are required in the Zoho CRM and it must be mapped with WPForms 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, create hidden field in the form with value Lead Owner ID.
- For Contact Owner, create hidden field in the form with value Contact Owner ID.
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’ -> ‘WPF – Zoho’ -> ‘API Error Logs’.
- You can see Zoho CRM API error logs.
Settings
- Go to ‘Admin’ -> ‘WPF – 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.