8 comments found.
- Easily integrate your WPForms form with Zoho CRM Lead, Contact or Case. - Integrated WPForms form can automatically add/update your site new form submissions to your Zoho CRM Lead, Contact or Case. - Easily map your WPForms 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 WPForms 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 bought this today but when I tried to test it won’t sync the data to our zoho crm. The integration settings was successful but it won’t sync when submitting the form. I already submit the support ticket.
Hello Arlandon,
We regret the inconvenience caused.
Just sent reply on your support ticket.
Let us know if you have any concerns!
Thanks
Hi, your API v2 doesn’t seem to be working and support at Zoho have asked for JSON code and suggested I contact you – Is there anyway you can help? The integration does not seem to work correctly.
Hello RobMason,
We regret the inconvenience caused.
It’s working well with latest Zoho CRM API V2. Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/
Let us know if any concerns!
Thanks
Can you have all module ? https://s8754.pcdn.co/wp-content/uploads/2017/03/Zoho-ListOfModules.png and will it only create data or will it also update if some data is already present?
Hello jwebster5711,
Thank you for contacting us.
This plugin will help you to add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a WPForms form on your site. Also, developed plugin with new and better Zoho CRM API 2.0.
For all modules and update, we can customize this plugin and develop functionality as per your requirements. Let us know about your thoughts for customization and contact us: http://www.obtaincode.com/contact-us/
Let us know if any concerns!
Thanks
A suggestion: You guys should spend some time creating some documentation for your plugin. ESPECIALLY when it comes to generating the Authorization URI
I take that back…the documentation is there, its just not listed under the ‘support tab’ like you would expect to find it. It’s found on the ‘item details’ page. I should have seen it earlier…
Hello tg0163868,
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 guys. Not all my WPFORMs are showing on the ‘Integration’ tab. Can you help me out?
Hello Tjeerdvdzwaan,
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, the plugin is great but it wont add the custom modules from ZOHO CRM?
Hello Graftene,
Apologies. As per described in the product description, this plugin will help you add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a WPForms form on your site.
For custom modules, we can customize this plugin and develop functionality to add custom modules. Let us know about your thoughts and contact us: http://www.obtaincode.com/contact-us/
Let us know if any concerns!
Thanks
Thanks I just contacted via the link you provided, I look forward to your reply. Kind regards
Just sent an update. Thanks
Congratulations! Nice Work, Good Luck With Sale.
Thanks a lot for your best wishes. We are hopeful that customer’s will like this product.