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Zoho Campaigns

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Bit Form Integration With Zoho Campaign

Using Zoho Campaign integration with WordPress form builder, you can automatically push your WordPress form data in Zoho Campaign. You can easily integrate without any coding. This Documentation goes through the configuration process.

First, you have to log in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Campaign if you don’t have any form please create a new form. Please follow the screenshots below:

create_form

Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Campaign. Please follow the screenshots below:

Homepage
Bit-Form-to-Zoho-Campaign-integration-select

Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below

Campaign-768x370
GetStarted
api-console-server-based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.

Client-Details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.

Bit-Form-to-Zoho-Campaign-client-secret

Then copy the Client ID and Client Secret and paste them to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button

Bit-Form-to-Zoho-Campaign-integration-homepage
Bit-form-to-zoho-campaing-authorization

Select the required contact List and the mandatory field from the dropdown.

To map more form fields to Campaign fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

Map all the fields and then click on the Save button to save your settings.

note-icon-bit-apps  Note

Notice: When you send data in Zoho Campaign an email confirmation message will go to the typed email. The data will not be inserted before the confirmation. If you want to send data without email confirmation, you have to change some settings in the Zoho Campaign. Have to disable SIGNUP FORM.

In the end, create a Workflow for triggering the integration. Select the integration that you created before.

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