Contact Form 7 and Zoho CRM integration

Integration of Contact form 7 and zoho crm

The WordPress plugin connects these systems: transfer of leads and orders, synchronization of statuses and directories. It is suitable for typical automation scenarios without modifying the core of the site.

After purchase, you will receive the installation files, instructions, and access to updates as part of the PluginHub policy.

Contact Form 7 — Zoho CRM is a powerful plugin for integrating Contact Form 7 forms with Zoho CRM. The plugin allows you to automatically create leads, cases, and contacts in Zoho CRM when submitting forms.

 Main features: 

* Integration with Zoho CRM via OAuth 2.0
* Create leads, case studies, or contacts
* Automatic loading of fields from Zoho CRM (including custom fields)
* Flexible matching of fields for each form
* Support for mandatory approval (require approval)
* Launching workflows (workflow trigger)
* Setting up assignment rules for leads (Assignment Rule ID)
* Support for UTM parameters from the URL
* Sending GA Client ID
* Sending a roistat_visit cookie
* File upload support
* Compatible with Contact Form 7 Multi-Step Forms
* There is no limit on the number of forms
* Modern and user-friendly interface
* Support 5 languages: Russian, English, Uzbek, Kazakh, Chinese

 Zoho CRM Regions: 

The plugin supports all regions of Zoho CRM:
* Zoho.com
* Zoho.eu
* Zoho.in
* Zoho.com.au
* Zoho.jp
* Zoho.ca
* Zoho.com.cn

 Requirements: 

* WordPress 5.0 or higher
* PHP 7.4 or higher
* Contact Form 7 (active plugin)
* Zoho CRM account with API access

 Installation and configuration: 

1. Install and activate the Contact Form 7 — Zoho CRM plugin
2. Go to Contact Form 7 → Zoho CRM
3. Create an OAuth application in the Zoho API Console (https://api-console.zoho.com )
4. Enter the Client ID, Client Secret and receive a Refresh Token
5. Select the region of your Zoho CRM
6. Set up integration for each Contact Form 7

 Author: 

Author: Alex Osmanov
Website: https://pluginhub.pro
Email: support@pluginhub.pro
Telegram: https://t.me/alexosmanov_ru

 Automatic installation: 

1. Log in to the WordPress admin panel
2. Go to Plugins → Add a new one
3. Find "Contact Form 7 — Zoho CRM"
4. Click "Install" and then "Activate"

 Manual installation: 

1. Upload the plugin folder to `/wp-content/plugins/`
2. Activate the plugin via the "Plugins" menu in WordPress
3. Go to Contact Form 7 → Zoho CRM to configure

 Configuring OAuth: 

1. Go to https://api-console.zoho.com
2. Click "Add Client" and select "Server-based Applications"
3. Enter the name of the application
4. Set the Redirect URI: `your website/wp-admin/admin.php?page=cf7-zoho-crm&state=cf7_zoho_crm_oauth`
5. Select the areas: ZohoCRM.modules.ALL and ZohoCRM.settings.ALL
6. Copy the Client ID and Client Secret
7. Use the OAuth button in the plugin settings to receive a Refresh Token.

 Frequently Asked Questions 

 Do I need a Zoho CRM account? 

Yes, you need an active Zoho CRM account with API access.

 Does the plugin support all Zoho CRM regions? 

Yes, the plugin supports all regions: com, eu, in, au, jp, ca, cn.

 Is it possible to use multiple Contact Form 7 forms? 

Yes, you can set up integration for an unlimited number of forms.

 Are the files supported? 

Yes, if files are uploaded via the form, they are automatically attached to the created entry in Zoho CRM.

 Does the plugin work with Contact Form 7 Multi-Step Forms? 

Yes, the plugin is compatible with multistep forms. When setting up, fill in the fields from all the steps in the last form.

 How do I configure UTM parameters? 

UTM parameters are automatically extracted from the URL and can be mapped to custom Zoho CRM fields in the form settings.

1. Plug-in settings page
2. Setting up integration for the form
3. Matching fields
4. Setting UTM parameters

 Changelog 

 1.0.0 
* First release
* Integration with Zoho CRM via OAuth 2.0
* Support for creating leads, cases and contacts
* Automatic loading of fields from CRM
* Flexible field mapping
* Support for UTM parameters, GA Client ID, Roistat
* File upload support
* Support for 5 languages
* Modern interface