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Zoho Mail Integrations

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Bit Form Integration With Zoho Mail

Using Zoho Mail integration with WordPress form builder, you can automatically send emails in Zoho Mail. You can easily integrate without any coding. This Documentation goes through the configuration process.

Authorization Settings

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 Recruit 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 Mail. Please follow the screenshots below:

Homepage
Bit-Form-to-Zoho-Mail-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

Bit-Form-to-Zoho-Mail-api-console
GetStarted
api-console-server-based

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

Bit-Form-to-Zoho-Mail-client-details

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

Bit-Form-to-Zoho-Mail-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-Mail-integration-homepage
Bit-Form-to-Zoho-Mail-accept
Bit-Form-to-Zoho-Mail-authorization

Integration Settings

Select the type (Send Email, Save as Draft) from the dropdown. If you select Send Email, the email will be saved in your inbox. If you select Save as Draft email will save in draft.

Bit-Form-to-Zoho-Mail-type-select

You can add an email in To via typing or form field. After typing the email you have to hit Enter. Or you can select the email form field from the dropdown. Then you can add CC and BCC if you need them. Add subject via typing or form field. Then add a custom message in the body. You can also add messages via the form field. Follow the example below:

You can also send attachments from Bit Form to mail.

Add all the necessary actions to be performed on integration and then click on the Save button to save your settings.

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

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