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How to integrate WPForms with Zoho Marketing Automation only 2 easy Steps

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Abdur Rouf
30-Oct-2023
Reading Time: < 1 min
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If you want to integrate Zoho Marketing Automation with WPForms to keep your WordPress site running on autopilot, Bit Integrations—the powerful No-Code automation and integrations plugin—will help you to connect Zoho Marketing Automation with WPForms 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 WPForms with Zoho Marketing Automation 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 Marketing Automation with WPForms. Just install and activate the trigger then configure the trigger, action, and map fields, and finally, send data to Zoho Marketing Automation using WPForms.

Step 2: Choose Your Trigger Integration

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

Step 4: Map Up Your Fields

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

Step 5: Test Your Integration

Start the automation to ensure it works correctly. Then, check Zoho Marketing Automation to confirm the information was received as expected.If the test works as expected, Your WPForms Zoho Marketing Automation 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 WPForms to WPForms.

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


Need More Help?

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

Integrating WPForms with Zoho Marketing Automation Using Bit Integrations Plugin

More use cases of WPForms Integration


More use cases of Zoho Marketing Automation Integration

 

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Written by
Abdur Rouf
Content Creator

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