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Zoho Creator Integration: The Best Platform for Building Custom Apps

Zoho Creator Integration: Zoho Creator is a powerful low-code application development platform that helps businesses build custom web & mobile apps faster. Try for free!

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Using Zoho Creator integration with WordPress form builder- Bit Form, you can add records, update rows & upload files on Zoho Creator. You can easily integrate without any coding. This documentation goes through the configuration process.

Zoho Creator Integration Tutorials

Authorization of Zoho Creator Integration

To set up the Zoho Creator integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Zoho Creator from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Zoho Creator Integration with Bit Form - Set Integration Name

Data Center: Select a Data Center from the drop-down list.

Zoho Creator Integration with Bit Form - Choose Data Center

To get your Zoho Creator Client ID and Client Secret, follow these steps:

  • Access Zoho Developer Console: Go to “Zoho Developer Console“.
  • Add Client: Click on “Add Client” and choose “Server-Based Application” as the client type.
  • Name your Application: Provide a descriptive name for your application.
  • Gather Integration Details:
    • Go to your integration’s settings page (separate platform).
    • Copy the Homepage URL from the integration settings.
  • Paste Homepage URL: In the Zoho API Console, locate the “Homepage URL” field and paste the copied URL.
  • Gather Authorized Redirect URIs:
    • Still on your integration’s settings page, copy the Authorized Redirect URIs.
  • Paste Authorized Redirect URIs: In the Zoho API Console, find the “Authorized Redirect URIs” field and paste the copied URIs.
  • Create Client: Click the “Create” button to finalize the process.
  • Copy Client Credentials: The Zoho API Console will display your “Client ID” and “Client Secret“.
  • Integrate Credentials: Copy and paste these credentials (Client ID and Client Secret) into the designated fields on your integration platform.
  • Use your Zoho Creator screen name for the Owner Name field.

Once you have successfully entered your Zoho Campaigns Client ID, Client Secret and Zoho Creator screen name click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Zoho Creator Integration with Bit Form - Authorization is Success

Application: Select an application from the drop-down option.

Zoho Creator Integration with Bit Form - Select an Application

Form: Select a form from the drop-down option.

Zoho Creator Integration with Bit Form - select a Form

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Creator.

Zoho Creator Integration with Bit Form - Field Mapping

Actions

Update Record: First, you have to map the fields you want to update the value. Here is an example, we have mapped the ‘Name’ fields, as we want to update that corresponding field’s value. Now, click on the action ‘Update Record’. It controls how the submitted records will get updated. Now you have to set the criteria by specifying the Zoho field link. Depending on this field link, your mapped field’s value will change.

Zoho Creator Integration with Bit Form - Update record

Here, we have set the field link “Email = [email protected]”. So, all the names corresponding to the email will be updated. If you face any difficulties, visit the ‘Zoho Creator Guide‘.

Zoho Creator Integration with Bit Form - Update record - Email

If we enable the update preference ‘Yes‘, then after the submission of data, it will check the criteria. If the criteria match then it will update otherwise the values will be added as a new record.

After setting up the integration process, set conditional logic as before.

Zoho Creator Integration with Bit Form - Update record - Update Preferences

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Zoho Creator Integration with Bit Form - Finish and Save
Zoho Creator Integration with Bit Form - Integration is Success

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Zoho Creator API“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.

Zoho Creator Integration with Bit Form - Integration Log
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