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Contact Form 7 - Zoho CRM & Zoho Desk - Integration

Contact Form 7 - Zoho CRM & Zoho Desk - Integration

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Contact Form 7 Zoho CRM & Zoho Desk Integration is a Zoho CRM & Zoho Desk integration plugin for WordPress that makes it really simple to send your Contact Form 7 forms directly to your Zoho CRM or Zoho Desk account. After the integration, submited the form are automatically added as lead, contact or case (in Zoho CRM) or ticket (in Zoho Desk) to the specified account in Zoho CRM (or Zoho Desk), together with additional data.

BENEFITS OF OUR PLUGIN:

FEATURES:

  • Integrate your Contact Form 7 forms with Zoho CRM & Zoho Desk.
  • You can choice that your want to generate – lead, contact or case (in Zoho CRM) or ticket (in Zoho Desk).
  • Fields are loaded from the CRM (including custom fields).
  • You can set up each form personally, specify which information your want to get.
  • It is possible to enable `approval mode`. (only Zoho CRM – lead and contact)
  • It is possible to enable `approval process trigger`. (only Zoho CRM)
  • It is possible to enable `workflow trigger`. (only Zoho CRM)
  • It is possible to enable `blueprint trigger`. (only Zoho CRM)
  • Ability to choose the type of sending `insert` or `upsert` (only Zoho CRM)
  • Ability to specify `Assignment rule ID` for lead. (only Zoho CRM)
  • Supports for `utm` params in `URL` to use.
  • Supports for sending `GA Client ID`.
  • Supports for sending `roistat_visit` cookie.
  • Integrate unlimited Contact Form 7 forms
  • Compatible with `Contact Form 7 Multi-Step Forms`. (when configuring, you need to fill in the fields with all the steps in the last form)
  • Supports uploading files (if the files are uploaded, they will automatically be added).
  • Supports send tags.

IMPORTANT NOTES:

  • This plugin requires the `Contact Form 7` plugin.

HOW DO I GET UPDATES?

For information about the new version and the installation of updates, you can use the plugin from Envato – Envato Market WordPress Plugin.

CHANGELOG

v2.16.0

- Feature: set `firstName` when creating a ticket `contact` (#164).

v2.15.0

- Feature: ability to set `teamId` for the `ticket` (#143).
- Fixed: definition api `zone` by `accounts-server` (#144).

v2.14.0

- Feature: ability to set `assigneeId` for the `ticket` (#136).
- Feature: new filter `itglx/cf7/zoho/ignore-sending` (#135).
- Fixed: enqueue assets on the page for adding a new `form` (#133).

v2.13.0

- Feature: separate ajax enable / disable logging (#119).

v2.12.2

- Fixed: checking built-in permissions `cf7` instead of additional (#82).
- Fixed: resolve value for `boolean` (#80).

v2.12.1

- Fixed: attempt to use `auth` data if `is_wp_error` (#66).

v2.12.0

- Feature: compatibility with `Drag and Drop Multiple File Upload - Contact Form 7` (#41).
- Feature: ability to enable `approval mode` for a lead / contact (#40).
- Feature: support for processing utm tags when using caching plugins (#38).
- Fixed: enqueue admin assets for non-standard interface (#39).

v2.11.0

- Feature: `lookup` and `ownerlookup` fields.

v2.10.0

- Feature: ability to choose the type of sending `insert` or `upsert` (only Zoho CRM).

v2.9.0

- Feature (desk): automatic replacement of line breaks to `br` for ticket description.
- Fixed (desk): preparation of a link for a request to the API.

v2.8.2

- Fixed: processing of uploaded files due to changes in CF7 5.4
- Chore: improved fields interface when changing client type.
- Feature: support layouts for lead.

v2.7.3

- Chore: use `webpack` to build assets.
- Chore: more logs.
- Chore: minor improvements in downloading the log through the admin panel.
- Feature: support enable `blueprint` trigger (Zoho CRM).

v2.6.2

- Chore: do not check exists `php-xml`.
- Fixed: prepare custom fields for ticket.
- Feature: added support auth through Self Client, not only through Web Based.
- Feature: added support Zoho Desk - ticket creation.

v2.4.2

- Chore: more logs.
- Chore: use composer autoloader.
- Feature: added support for copying settings when duplicating a form.

v2.3.3

- Chore: added new filter `itglx_cf7_zoho_prepare_date_value`;
- Fixed: compatibility `Contact Form 7 for AMP`.
- Chore: more logs.
- Feature: support send tags.
- Feature: support uploading files - `contact`.

v2.2.4

- Fixed: special mail tags support.
- Fixed: zoho date format api v2.
- Fixed: preparing values for multi pick list.
- Chore: more logs.
- Feature: support sending cookie `roistat_visit`.

v2.1.0

- Feature: added ability to specify `Assignment rule ID` for `lead`.

v2.0.2

- Chore: more error handling.
- Fixed: support Google Ads - `API v2`.
- Changed: Use `API v2`.

v1.6.2

- Feature: Added compatibility `Contact Form 7 Drag and Drop FIles Upload - Multiple Files Upload`.
- Chore: more logs.
- Feature: added the ability to log requests to CRM (disabled by default).

v1.5.2

- Fixed: support Google Ads.
- Fixed: zoho date format.
- Feature: Added compatibility `Contact Form 7 – Success Page Redirects`.

v1.4.0

- Feature: Populate the value of the list and checkbox field from the form field.

v1.3.2

- Added: more checks and info for required `php` extensions.
- Fixed: special mail tags support.
- Feature: special mail tags support.
- Feature: Support for `GA Client ID`.

v1.2.0

- Feature: Support for `utm` params in `URL` to use.

v1.1.2

- Fixed: populate fields.
- Fixed: Clean integration settings after error cron job.
- Feature: Added compatibility `Contact Form 7 Multi-Step Forms`.
- Feature: Support for uploading files.
- Fixed: Check whether plugin `Contact Form 7` is active on the `Network`.

v1.0.0

- Initial public release
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