Automate Kali Forms with Zoho CRM integration

If you want to integrate Zoho CRM with Kali Forms to keep your WordPress site running on autopilot, Bit Integrations—the powerful No-Code automation and integrations plugin—will help you to connect Zoho CRM with Kali Forms and send data smoothly to save you time and resources.

What is Bit Integrations?

Bit Integrations is a WordPress automation plugin that connects your WordPress site with 240+ apps and platforms, allowing you to automate workflows without coding. With this automation plugin, you can easily transfer data between tools like CRMs, email marketing platforms, and spreadsheets, streamlining repetitive tasks to save time and increase productivity.

How to Integrate Kali Forms with Zoho CRM Using Bit Integrations(Step for Integrations) :

Step 1: Install & Create Integration

To install Bit Integrations on WordPress, go to your dashboard, click Plugins > Add New, search for “Bit Integrations”, install, and activate it.

Then navigate to the Bit Integrations dashboard and click “Create Integration” to set up a new connection.

Note: Try the Bit Integrations pro version on towp.io to easily integrate Zoho CRM with Kali Forms. Just install and activate the trigger then configure the trigger, action, and map fields, and finally, send data to Zoho CRM using Kali Forms.

Step 2: Choose Your Trigger Integration

Choose Kali Forms as the Trigger in Bit Integrations, this is the option that starts the automation. Select the specific event to start the process. Proceed to the next step.

Step 3: Choose Your Action Integration

Select Zoho CRM as the Action, this is where the automation will take place. And then authorize Bit Integrations to connect with Zoho CRM. Once connected, you’re ready to proceed.

Step 4: Map Up Your Fields

Match the information from Kali Forms to the fields in Zoho CRM. For example, map the “Name” field in Kali Forms to the “Name” field in Zoho CRM. Make sure everything is mapped correctly to prevent errors in Zoho CRM integration with Kali Forms.

Step 5: Test Your Integration

Start the automation to ensure it works correctly. Then, check Zoho CRM to confirm the information was received as expected.If the test works as expected, Your Kali Forms Zoho CRM automation is now live!

Troubleshooting Tips :

If Bit Integrations isn’t sending data after setup, try these quick fixes:

Check Trigger & Action: Confirm the right events are chosen and happening in Connect Kali Forms to Kali Forms.

Verify Field Mapping: Ensure each field is correct in Kali Forms with Zoho CRM. Check Reauthorize, Update Plugins, Run a New Test & Clear Caches then Send data to Zoho CRM using Kali Forms.

Need More Help?

You’ve successfully connected Kali Forms and Zoho CRM with Bit Integrations, Encounter any issues please follow the Documentation on the Bit Integrations website or connect with support.

Integrating Kali Forms with Zoho CRM | Step-by-Step Tutorial | Bit Integrations

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