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Integration for Zoho CRM & Zoho Bigin – Contact Form 7, WPForms, Elementor, Gravity Forms & More

Integration for Zoho CRM & Zoho Bigin – Contact Form 7, WPForms, Elementor, Gravity Forms & More

By Plugcrux
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Description

The Integration for Zoho CRM & Zoho Bigin plugin seamlessly integrates Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms with Zoho CRM and Zoho Bigin.

It automatically creates leads, contacts, or records and syncs form submissions to your Zoho CRM or Zoho Bigin account in real time, helping you manage customer data efficiently.

Helpful Resources
🚀 Video Tutorial | 🚀 Contact Support | 🚀 Request Feature | 🚀 Official Website | 🚀 Upgrade to Pro

Supported Form Builders:
– Contact Form 7
– WPForms
– Elementor Forms
– Gravity Forms
– Formidable Forms

Authentication

  • Navigate to the Accounts page in the plugin.
  • Click the Add Account button — a popup will appear.
  • Enter a meaningful Account Name (e.g., «Main Zoho CRM Account»).
  • Select the correct Data Center from the dropdown (e.g., zoho.com, zoho.eu).
  • Click Authenticate — you will be redirected to the Zoho authorization page.
  • Log in to Zoho and approve the connection request.
  • Once approved, you will be automatically redirected back to the plugin, and the account will appear in the list.

Add Integration

  • Go to the Setup page to configure new integrations.
  • Click the Add Integration button to open the setup popup.
  • Enter an Integration Name (e.g., «Lead Capture Form»).
  • Select the Form you want to connect (e.g., Contact Form 7, WPForms, Elementor).
  • Choose the Zoho Account you connected earlier.
  • Select the Module in Zoho CRM or Zoho Bigin where records should be created (e.g., Leads, Contacts, Deals).
  • Map form fields to Zoho CRM/Zoho Bigin fields in the Field Mapping section (e.g., map “your-email” “Email,” “your-name” “Full Name”).
  • Optionally map additional fields like phone, company, custom fields, or attachments.
  • Use the Filter Criteria section to apply conditional logic (e.g., sync only if a certain checkbox is selected).
  • Click Save Mapping to save the integration.

Logs

  • Go to the Logs page to view all activity — you’ll see a list of submissions, their statuses, and messages. Status types include: SUCCESS Record created successfully, RECORD_FAILED Sync failed (e.g., missing required fields).
  • You can Resync, Delete, or perform Bulk Actions on records.
  • Use filters like Integration, Status, and Time Range to narrow results.
  • Click the Log Details icon to view full error details, form data, and Zoho API responses.

Settings

  • Go to the Settings page to manage global plugin settings.
  • Enable Delete Data on Uninstall to remove all plugin data when uninstalled.
  • Enable Error Email Notification to receive alerts for failed records.
  • Enter Email Addresses (comma-separated) for notifications.
  • Set a Subject Line for notification emails (e.g., “Zoho CRM Sync Error”).
  • Click Save Settings to apply.

Upgrade to Pro

Unlock the full power of the Zoho CRM & Zoho Bigin Integration plugin with the Premium Version!

The free version helps you get started, but the premium upgrade provides advanced tools, unlimited connections, and enhanced automation — perfect for growing businesses and agencies.

Premium Features at a Glance:

  • Account Connection Limit: Free – 2 accounts | Premium – Unlimited accounts
  • Form Connection Limit: Free – 2 forms | Premium – Unlimited forms
  • Supported Form Types: All form types supported in both free and premium
  • Premium Fields Support: Premium only
  • Custom Fields Mapping: Premium only
  • Custom Value Support: Available in both free and premium
  • System Fields Mapping: Available in both free and premium
  • Note Field Integration: Available in both free and premium
  • Error Log Resync: Premium only
  • Error Email Notifications: Available in both free and premium
  • Daily Record Processing Limit: Unlimited in both free and premium

👉 Upgrade Now: Upgrade to Premium

Supported Products

Currently Supported Integrations

Video Tutorials

Features Overview

  • Easy setup with a step-by-step wizard
  • Supports multiple Zoho accounts and modules
  • Real-time syncing of form submissions to Zoho CRM & Zoho Bigin
  • Advanced field mapping, including custom fields
  • Conditional logic to control when records are created
  • Detailed activity logs with error handling and resync options
  • GDPR-compliant data handling and secure OAuth 2.0 authentication
  • Email notifications for integration errors
  • Unlimited accounts and forms

Benefits

  • Boost CRM Efficiency: Automatically create records without manual entry
  • Save Time: Automate lead/contact creation and reduce manual work
  • Increase Sales Accuracy: Route records accurately with precise field mapping
  • Stay Compliant: Manage customer data securely with GDPR-ready practices

Who Should Use This Plugin?

  • Bloggers and small businesses who want to automate lead or contact creation
  • Agencies managing multiple client websites and CRM accounts
  • eCommerce websites using WordPress and Zoho CRM/Zoho Bigin for customer management
  • Developers building custom integrations with Zoho tools
  • Anyone looking to improve and streamline CRM workflows

Roadmap

  • Integration with more form plugins (Ninja Forms, Fluent Forms, etc.)
  • Enhanced reporting and analytics dashboard
  • Webhook support for custom integrations
  • AI-driven lead scoring and categorization
  • Multilingual support and improved translations

Privacy & GDPR

  • No personal data is stored locally; all data is passed directly to Zoho CRM & Zoho Bigin via their secure API.

Support

Need help or have a feature request?

Website: https://integrazo.com/
Email: support@integrazo.com

Additional Notes

This plugin is compatible with WordPress multisite installations. Tested rigorously to ensure reliable and efficient CRM integrations.

Screenshots

  • Connect Account
  • Map Fields
  • Detailed Error Logs
  • Settings Page

Installation

Automatic Installation
1. Go to Plugins > Add New in your WordPress dashboard.
2. In the search bar, type Integrazo and locate this plugin.
3. Click Install and then Activate.
4. Go to plugin settings to connect your Zoho account and start syncing.

Manual Installation
1. Upload the plugin ZIP file via Plugins > Add New > Upload Plugin.
2. Activate the plugin.
3. Go to plugin settings and complete the setup.

FAQ

Which WordPress forms does this plugin support?

This plugin supports integration of Zoho CRM and Zoho Bigin with the following WordPress form plugins:

  • Contact Form 7 – Connect Contact Form 7 with Zoho CRM or Zoho Bigin for seamless data syncing and lead capture.
  • WPForms – Integrate WPForms with Zoho CRM and Bigin to automate form data transfer.
  • Elementor Forms – Send Elementor form submissions to Zoho CRM or Zoho Bigin in real-time.
  • Gravity Forms – Sync Gravity Forms entries with Zoho CRM and Zoho Bigin effortlessly.
  • Formidable Forms – Automate Formidable Forms submission flow to Zoho CRM or Bigin.

Need support for other forms? Submit a request on our Feature Request page.

How to integrate Contact Form 7 with Zoho CRM or Zoho Bigin?

To connect Contact Form 7 with either Zoho CRM or Zoho Bigin:

  1. Open plugin settings and go to the Setup tab.
  2. Choose Contact Form 7 as the form type.
  3. Select the Zoho product (CRM or Bigin) you want to connect with.
  4. Choose the module (Leads, Contacts, Deals, etc.).
  5. Map form fields to Zoho fields using the provided interface.
  6. Click Save Integration to start syncing form entries.

How to integrate WPForms with Zoho CRM or Zoho Bigin?

To integrate WPForms with Zoho CRM or Bigin:

  1. Go to the plugin’s Setup section.
  2. Choose WPForms as your form type.
  3. Select Zoho CRM or Bigin and pick the desired module.
  4. Map WPForms fields to Zoho fields.
  5. Click Save Integration to enable syncing.

How to integrate Elementor Forms with Zoho CRM or Zoho Bigin?

To connect Elementor Forms with Zoho:

  1. Go to plugin settings > Setup tab.
  2. Select Elementor Forms from the form list.
  3. Choose Zoho CRM or Zoho Bigin and assign a module.
  4. Map Elementor form fields with Zoho fields.
  5. Click Save Integration.

How to integrate Gravity Forms with Zoho CRM or Zoho Bigin?

To set up Gravity Forms integration:

  1. Navigate to the Setup section of the plugin.
  2. Choose Gravity Forms.
  3. Pick either Zoho CRM or Zoho Bigin as the integration platform.
  4. Select your module and map the fields.
  5. Save the integration to begin syncing.

How to integrate Formidable Forms with Zoho CRM or Zoho Bigin?

To connect Formidable Forms with Zoho CRM or Bigin:

  1. Open the plugin’s Setup section.
  2. Choose Formidable Forms.
  3. Select Zoho CRM or Bigin, and the relevant module.
  4. Match form fields to Zoho fields.
  5. Save the integration to activate syncing.

What happens if a form submission fails to reach Zoho CRM or Bigin?

Failed submissions will be:

  • Logged in the Error Logs section
  • Displayed with the error message returned by Zoho
  • Available for resync manually or in bulk

Can I send file attachments from forms to Zoho CRM or Zoho Bigin?

Yes, in the premium version:

  • Uploads from Contact Form 7, WPForms, Gravity Forms, Elementor, and Formidable are supported
  • Files are attached to the corresponding Zoho CRM or Bigin record

Is real-time sync supported for Zoho CRM and Zoho Bigin?

Yes, form entries are synced instantly with Zoho CRM or Zoho Bigin upon submission.

Does the plugin support conditional logic?

Yes, you can:

  • Define rules for when to send submissions
  • Set up conditions for Zoho CRM and Bigin workflows

How to troubleshoot Zoho CRM or Bigin integration issues?

If you face integration issues:

  • Verify API credentials and re-authenticate
  • Confirm field mappings are valid
  • Check error logs for details
  • Ensure Zoho API limits aren’t exceeded
  • Contact our Support Team

Do I need a Zoho account to use this plugin?

Yes, an active Zoho CRM or Zoho Bigin account is required for integration.

Is the data transfer secure between WordPress and Zoho?

Yes. The plugin uses:

  • OAuth 2.0 secure authentication
  • Encrypted API communication
  • GDPR-compliant data handling

What Zoho products are currently supported?

This plugin currently integrates with the following Zoho products:

Zoho CRM – Integration available
Zoho Bigin – Integration available
Zoho Desk – Integration available
Zoho Campaigns – Integration available
Zoho Books – Integration not available
Zoho Invoice – Integration not available
Zoho Subscriptions – Integration not available
Zoho Inventory – Integration not available
Zoho Checkout – Integration not available
Zoho Expense – Integration not available
Zoho People – Integration not available
Zoho Recruit – Integration not available
Zoho Creator – Integration not available
Zoho Forms – Integration not available
Zoho Survey – Integration not available
Zoho Projects – Integration not available
Zoho Sprints – Integration not available
Zoho Analytics – Integration not available
Zoho Flow – Integration not available
Zoho Mail – Integration not available
Zoho TeamInbox – Integration not available
Zoho Cliq – Integration not available
Zoho Connect – Integration not available
Zoho Meeting – Integration not available
Zoho Showtime – Integration not available
Zoho Webinar – Integration not available
Zoho Vault – Integration not available
Zoho Sign – Integration not available
Zoho Writer – Integration not available
Zoho Sheet – Integration not available
Zoho Show – Integration not available
Zoho Social – Integration not available
Zoho SalesIQ – Integration not available
Zoho Sites – Integration not available
Zoho Commerce – Integration not available
Zoho Backstage – Integration not available
Zoho Contracts – Integration not available
Zoho Creator Plus – Integration not available
Zoho Marketing Automation – Integration not available
Zoho CRM Plus – Integration not available
Zoho Workplace – Integration not available
Zoho One – Integration not available
Zoho Remotely – Integration not available
Zoho Orchestly – Integration not available
Zoho Commerce Plus – Integration not available
Zoho FSM – Integration not available
Zoho Learn – Integration not available
Zoho Lens – Integration not available
Zoho Creator Portal – Integration not available
Zoho DataPrep – Integration not available
Zoho Calendar – Integration not available
Zoho ShowTime – Integration not available
Zoho Assist – Integration not available
Zoho Campaigns Plus – Integration not available

What are the upcoming integrations or next release plans?

We are planning to add integration support for the following WordPress form plugins in upcoming releases:

Fluent Forms – Planned for future integration
Ninja Forms – Planned for future integration
Forminator – Planned for future integration
Everest Forms – Planned for future integration
Caldera Forms – Planned for future integration
HappyForms – Planned for future integration
JetFormBuilder – Planned for future integration
weForms – Planned for future integration
Visual Form Builder – Planned for future integration
ARForms – Planned for future integration
Formidable Forms Lite – Already integrated
WPForms Lite – Already integrated
Contact Form 7 – Already integrated
Gravity Forms – Already integrated
Elementor Forms – Already integrated
Pirate Forms – Planned for future integration
CaptainForm – Planned for future integration
Quform – Planned for future integration
Super Forms – Planned for future integration
WP Fluent Support – Planned for future integration

What are the upcoming product and service integrations planned?

We are planning to add integration support for the following products and services in upcoming releases:

HubSpot CRM – Integration available
Mailchimp – Integration available
Freshsales CRM – Integration available
Pipedrive – Planned for future integration
Salesforce CRM – Planned for future integration
ActiveCampaign – Planned for future integration
ConvertKit – Planned for future integration
GetResponse – Planned for future integration
Drip – Planned for future integration
Sendinblue (Brevo) – Planned for future integration
Campaign Monitor – Planned for future integration
AWeber – Planned for future integration
MailerLite – Planned for future integration
Keap (Infusionsoft) – Planned for future integration
Zoho CRM – Integration available
Zendesk – Planned for future integration
Freshdesk – Planned for future integration
Help Scout – Planned for future integration
Intercom – Planned for future integration
Slack – Planned for future integration
Microsoft Teams – Planned for future integration
ClickUp – Planned for future integration
Asana – Planned for future integration
Monday.com – Planned for future integration
Trello – Planned for future integration
Notion – Planned for future integration
Basecamp – Planned for future integration
Google Sheets – Planned for future integration
Google Drive – Planned for future integration
Dropbox – Planned for future integration
OneDrive – Planned for future integration
Zoho Desk – Integration available
Zoho Campaigns – Integration available
Gravity Forms – Integration available
WPForms – Integration available
Contact Form 7 – Integration available
Elementor Forms – Integration available
Formidable Forms – Integration available
Ninja Forms – Planned for future integration
Fluent Forms – Planned for future integration
Forminator – Planned for future integration
Everest Forms – Planned for future integration
Caldera Forms – Planned for future integration
JetFormBuilder – Planned for future integration
weForms – Planned for future integration
Visual Form Builder – Planned for future integration
ARForms – Planned for future integration
Super Forms – Planned for future integration
Quform – Planned for future integration
CaptainForm – Planned for future integration

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Contributors & Developers

“Integration for Zoho CRM & Zoho Bigin – Contact Form 7, WPForms, Elementor, Gravity Forms & More” is open source software. The following people have contributed to this plugin.

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Changelog

1.0.6

Added: Improved validation and sanitization
Fixed: Fixed issue causing a blank page when selecting a list

1.0.5

  • Added: Compatibility with WordPress 6.8
  • Fixed: Removed unnecessary use of $wpdb->prepare() for static table names
  • Fixed: i18n violation by removing empty __() string in get_columns()

1.0.4

  • Verified: Compatibility with WordPress 6.7.2
  • Updated: Applied latest Zoho API changes
  • Improved: Enhanced UI for a better user experience

1.0.3

  • Added: Clear step-by-step screenshots to the documentation

1.0.2

  • Improved: Security by validating plugin page URLs in the account section
  • Expanded: FAQ section with more detailed answers
  • Updated: Documentation for improved clarity

1.0.1

  • Added: User review section for collecting feedback

1.0.0

  • Initial Release:
    • Support for Contact Form 7, Gravity Forms, WPForms, Elementor Forms, and Formidable Forms
    • Error logging and resync feature for failed submissions
    • Email notifications for integration failures

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