Description
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Grow your business with automated lead capture. Our plugin integrates Elementor forms directly with Zoho CRM, saving you time and ensuring accurate customer data management.
Setup process for Elementor Form integration with Zoho CRM:
- Go to this plugin page => Connect Form for Elementor and Zoho CRM *
Step 1: Zoho Credentials
- Then go to Zoho CRM authorization page
- Click on “Zoho API Console“
- Select “Server Side Applications”
- Give a client name but it cannot contain keyword “Zoho“
- Copy “Homepage URL” of Website and “Authorized Redirect URIs” from the plugin setting page
- It will generate “Client ID” and “Client Secret”, paste it in the plugin
- Click on “Save Credentials” button
Step 2: Zoho Authentication
- Click on “Authenticate” button
- Complete the authorization process
Step 3: Get Zoho Modules Fields
- Click on “Get Fields API Name” button
Step 4: Get Zoho Modules Fields
- Go to your Elementor page editor and select the form
- Click on Action After Submit
- Select Zoho CRM option
- Click on Zoho CRM Action tab
- Mapp fields
Screenshots
The main settings page for the plugin screenshot-1.png 
Select ZOHOCRM Server Based Application Option screenshot-2.png 
Create New ZOHOCRM client screenshot-3.png 
Add WordPress Website Home URL and Redirect URL screenshot-4.png 
Click on Authentication Button screenshot-5.png 
Mapp Form fields screenshot-5.png
Installation
- Download the plugin.
- From the WordPress Admin Panel, click on Plugins => Add New.
- Click on Upload, so you can directly upload your plugin zip file.
- Use the browse button to select the plugin zip file that was downloaded, and then click on Install Now.
- Once installed, click “Activate”.
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Contributors & Developers
“Connect Form for Elementor and Zoho CRM” is open source software. The following people have contributed to this plugin.
Contributors
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Changelog
1.0.0
- Initial release