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Discussion on Contact Form 7 - Zoho CRM Integration

obtaincode

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56 comments found.

I have installed this but the leads are not coming into my system – only via Zoho Sales IQ which they were anyway.

Hello darrenoutofoffice,

We regret the inconvenience caused.

Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

Hi, i was wondering if i could use this plugin to create a new contact and then a new deal for that contact all from the one form?

Hello allthingscomputers, Thank you for contacting us. Our plugin will help you to add automatically Contacts, Cases and Leads into Zoho CRM when people submit a Contact Form 7 form on your site. Also, developed plugin with new and better Zoho CRM API 2.0. For Deals, our plugin not support. Thanks!

Hi, when leads are submitted can they be assigned to the lead approval queue as opposed to assigning the lead to whichever account linked with zoho?

Hello effectivesite, Thank you for contacting us. Yes, our plugin has approval option. Also, you can assign lead. Thanks!

How do I upgrade from 1.4.2 to 1.5.0? I have downloaded the zip file.

Hello spbaird1,

We regret the inconvenience caused.

Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

If I have more than one webform, and I want to associate contact for 7 with 2 different leads webforms, how can I identify each form so they don’t cross? The both have different lead sources. I need to keep them separate.

Hello wonderist,

We regret the inconvenience caused.

Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

I am wondering if the plugin makes use of tags. So when a user fills out a certain form on my website, I can tell the plugin which tags I need to assign to that user.

Hello jpstudio74, Thank you for contacting us. No, our plugin is not support tags at the moment. If we release with this feature, we will let you know. Thanks!

Hello jpstudio74,

We have released 2.0.0 new version with tags feature and many more.

Let us know if any concerns!

Thanks

Not working anymore, says authorized but no module list appears

Hello FFScripts,

We regret the inconvenience caused.

It’s working well with 1000 of client’s sites. It’s simple installation issue. Our support team will support you.

Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

How to go about https://crm.zoho.com.au instance? I’m only getting 3 options (.com, .eu, .cn).

Hello websupplements,

We regret the inconvenience caused.

Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

byafro

byafro Purchased

Hey there,

I think there is a bug using API V2 with CF7 checkbox and Zoho “multiselectpicklist” when we map those fields we get an INVALID_DATA error the expected data type is “jsonarray”

Hello byafro,

We regret the inconvenience caused.

It’s not a bug and require to configure correct way.

Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

hello. Beefore purchasing this plugin do you know if i can select lead type.we differentiate different form leads by lead type so can this plugin give the option to select that?

Hello leelnj, Thank you for contacting us. The Lead Type is custom field? Thanks!

Hello, good evening a question, is it possible to upload pdf documents?

Hello streetunder,

We regret the inconvenience caused.

Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

Hi, before purchase, can we link different contact form 7 with different setting to zoho. Ie: contact form from the contact page with some specific fields and tags, and other contact form from product page to otherfields and tags…. Best

thanks, and if we have many contact form per website with different purpose, can we tag them to go to zoho special segment

Would you please share your requirements in details here: https://obtaincode.net/contact-us/ so that we will check it and update you. Thanks!

Hello jpstudio74,

We have released 2.0.0 new version with tags feature and many more.

Let us know if any concerns!

Thanks

Entries are not showing up in Zoho Forms. I have Zoho connected. The form is going to the confirmation screen. The confirmation emails are going out. There are no errors showing in the error console. Is there something I have overlooked?

Hello GenLohre,

We regret the inconvenience caused.

Would you please submit support ticket: https://obtaincode.net/support/

Let us know if any concerns!

Thanks

Released 2.0.0 version.
- Easily integrate your Contact Form 7 form with Zoho CRM Lead, Contact or Case.
- Integrated Contact Form 7 form can automatically add/update your site new form submissions to your Zoho CRM Lead, Contact or Case.
- Easily map your Contact Form 7 form fields to your Zoho CRM Lead, Contact or Case fields.
- Action Event option for 'Create Module Record' and 'Create/Update Module Record'.
- Support Zoho CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
- Support Contact Form 7 form 'File Attachments' and upload form file attachments to your Zoho CRM 'Attachments'.
- Support Zoho CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Zoho CRM Campaign.
- Support 'Lookup Relationship' type fields (Lead Owner, Contact Owner, etc…) of Zoho CRM Module.
- Enable/Disable triggers (Workflow, Approval and Blueprint).
- Support layouts
- Support tags
- 'Zoho CRM Module Field' dropdown fields sorted in alphabetical order.
- Section for view Zoho CRM API error logs.
- API Error Notification option for will be sent Zoho CRM API error to the specified email.
I changed the credentials and now, on authorizing the new credentials, I’m getting an error. https://snipboard.io/nP9zwA.jpg

Hello websupplements,

We regret the inconvenience caused.

Would you please submit a support ticket: https://obtaincode.net/support/

Let us know if any concerns!

Thanks

Hi there! Is it possible from your plugin to add an entry from contact form 7 into a specific contacts list that belongs in Zoho CRM Campaigns ?

Hello nemfoz, Thank you for contacting us. No. Thanks!

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