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Gravity Forms Zoho CRM Add-On Sends Gravity Forms entries to Zoho CRM and Bigin.
WP Gravity Forms Zoho CRM and Bigin is a WordPress plugin that integrates Gravity Forms with Zoho CRM and Bigin. It allows you to create or update leads, contacts, and other objects in Zoho CRM whenever a form entry is submitted in Gravity Forms.
The plugin supports secure OAuth 2.0 connections and enables the mapping of Gravity Forms fields to Zoho CRM fields. You can also filter which entries are sent based on user input and view logs of sent entries.
Best for: This plugin suits users who need to connect Gravity Forms to Zoho CRM for lead management.
What it does well
Where it falls short
WP Gravity Forms Zoho CRM and Bigin provides a straightforward solution for integrating form submissions with Zoho CRM, though details on support and advanced features are not provided.
CRM Perks's own description of WP Gravity Forms Zoho CRM and Bigin, lightly tidied.
Easily create or update lead, contact or any other object in Zoho crm/bigin when an entry is created in Gravity Forms. Learn more at crmperks.com
Connect Zoho CRM account
Connect any gravity forms form to Zoho CRM by safe and secure Oauth 2.0. Also you can connect multiple Zoho CRM accounts to Gravity Forms.
Map Zoho CRM fields
Field mapping is easy. Select required Zoho Object(Contacts, Company, Order, account, case, Opportunity etc) , select a zoho field then select related Gravity Forms field.
Filter gravity forms entries
Filter gravity forms form entries sent to Zoho CRM based on user input. For example , only send contact form entry to Zoho CRM which contanin work email address.
Manually send to Zoho CRM
Automatically Send gravity forms entries to Zoho CRM when user submits a form. You can manually send gravity forms entries to Zoho CRM by clicking “Send to Zoho” button.
Zoho CRM logs
View a detailed log of each gravity forms entry whether sent (or not sent) to Zoho CRM and easily resend any gravity forms entry to Zoho CRM.
Send Data As Zoho CRM object Notes
Sometime you have form fields which can not be mapped to any zoho field. So you can send such gravity forms fields as Zoho CRM Object(contact, account, lead, case, deal etc) notes.
Error Reporting
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