special offer desktop
Estimated reading: 8 minutes 429 views

Zoho CRM Integration: The Best CRM Platform

Zoho CRM Integration: Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform. Trusted by over a 100 million users worldwide!

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress form builders and other plugins with Zoho CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Zoho CRM.

Zoho CRM Integration Tutorials

Authorization of Zoho CRM Integration

First, you have to select the Zoho CRM from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Zoho CRM from the action page.

Zoho CRM Integration with Bit Integrations - Zoho CRM

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

Zoho CRM Integration with Bit Integrations - Set Integration Name

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

Zoho CRM Integration with Bit Integrations - Data Center

To get your Zoho CRM 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.

Once you have successfully entered your Zoho CRM Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Module: Select a Module from the drop-down list. For example: “Leads

Zoho CRM Integration with Bit Integrations - Select Module

Layout: Select a Layout from the drop-down list. For example: “Standard

Related List

Sending data to related lists in Zoho CRM is really easy! You just need to click on the Plus (+) icon to add your related list. Then, choose the related list module and layout from the drop-down menu. Next, map the mandatory fields by clicking on the Plus (+) button. And the best part is, you can map as many fields as you want!

Zoho CRM Integration with Bit Integrations - add related list
Zoho CRM Integration with Bit Integrations - add related list - Field Mapping

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 CRM. The “Last Name” field is the default field in Zoho CRM, so you will need to map your form’s “Last Name” field to this field in Zoho CRM. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho CRM Integration with Bit Integrations - Field Mapping

You also have the choice to map your Upload field

Zoho CRM Integration with Bit Integrations - Field Mapping - Map File Upload Fields

Actions

Workflow: Select this option to trigger the Zoho CRM workflow to relevant the selected module. If you didn’t select this option Zoho CRM workflow to relevant the selected module doesn’t work.

Zoho CRM Integration with Bit Integrations - Workflow

Attachment: To Select this option you can send file upload field data to Zoho CRM related list Attachments. You can also send file upload field data to Zoho CRM via normal field mapping). Please select the CRM file upload field from the drop-down which you want to send data.

Zoho CRM Integration with Bit Integrations - Attachment

Approval: Select this option to automatically send form data to your Zoho CRM approval list instead of adding them.

Zoho CRM Integration with Bit Integrations - Approval

Blueprint: Select this option to trigger the Zoho CRM blueprint to relevant the selected module. If you didn’t select this option Zoho CRM blueprint to relevant the selected module doesn’t work.

Zoho CRM Integration with Bit Integrations - Blueprint

Capture GCLID: By enabling this option, you can send the click details of your AdWords ads to Zoho CRM.

Upsert Record: Upon selecting the option YES, if a record with the identical value exists in Zoho CRM, it will be updated with the new values. If you select NO, a new record will be created in Zoho CRM. You can arrange fields in the order in which upsert should happen. The record will update based on email address.

Zoho CRM Integration with Bit Integrations - Upsert Record

Assignment Rules: When you choose this option, Assignment Rules defined in Zoho CRM can be triggered when form entries are added to a CRM module. Please select the assignment rule from the drop-down which you want to trigger.

Zoho CRM Integration with Bit Integrations - Assignment Rules

Tag Records: When you choose this option, you can add a tag to the records that are pushed to Zoho CRM. It helps you to search for records in CRM by tag. There has a list of tag records in the dropdown. You can use Zoho CRM by default tag, form fields also can add a custom tag.

Zoho CRM Integration with Bit Integrations - Tag Records

Record Owner: Select this option you can set a record owner of the sent record.

Zoho CRM Integration with Bit Integrations - Record Owner

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Zoho CRM. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Save Integration

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

Zoho CRM Integration with Bit Integrations - Finish and Save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Zoho CRM Integration with Bit Integrations - Timeline
Zoho CRM Integration with Bit Integrations - Success

Use Case

Bit Form with Zoho CRM

Bit Form Integration with Zoho CRM using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho CRM, such as creating a lead, deal, account, and various other options.

Elementor Form with Zoho CRM

Elementor Form Integration with Zoho CRM using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho CRM, such as creating a lead, deal, account, and various other options.

Gravity Forms with Zoho CRM

Gravity Forms Integration with Zoho CRM using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho CRM, such as creating a lead, deal, account, and various other options.

WPForms with Zoho CRM

WPForms Integration with Zoho CRM using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho CRM, such as creating a lead, deal, account, and various other options.

Contact Form 7 with Zoho CRM

Contact Form 7 Integration with Zoho CRM using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho CRM, such as creating a lead, deal, account, and various other options.

Ninja Forms with Zoho CRM

Ninja Forms Integration with Zoho CRM using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho CRM, such as creating a lead, deal, account, and various other options.

Forminator Forms with Zoho CRM

Forminator Forms Integration with Zoho CRM using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho CRM, such as creating a lead, deal, account, and various other options.

Formidable Forms with Zoho CRM

Formidable Forms Integration with Zoho CRM using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho CRM, such as creating a lead, deal, account, and various other options.

Fluent Forms with Zoho CRM

Fluent Forms Integration with Zoho CRM using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho CRM, such as creating a lead, deal, account, and various other options.

Share this Doc

Zoho CRM Integrations

Or copy link

CONTENTS