1.Overview

CF7 Integration With ZOHO CRM is contact form 7 integration plugin for ZOHO CRM for WordPress website. It sends all CF7 data submissions to ZOHO CRM and classifies them on the basis of various objects and ZOHO modules assigned. You can add notes and tags to ZOHO CRM. Before syncing, save contact form 7 submissions, associate account contact, sync phone and mobile fields.

Features

With MWB CF7 Integration With ZOHO CRM, as an admin, you can:
  1. Save all data of CF7 submissions, CRM attachments, and record image before syncing
  2. Global app connection method
  3. Filter feeds and manual syncing
  4. Add CRM entry notes and tags
  5. Unlock Phone and Mobile fields 
  6. Assign Lead Status & Lead Source values to ZOHO modules.
  7. Assign Campaigns and Member status to Contacts and Leads in ZOHO.
  8. Assign Owner to ZOHO modules.
  9. Assign Layout to ZOHO modules.
  10. Assign Contacts and Accounts to the ZOHO task module.
  11. Enable or disable IP tracking anytime
  12. Additional data about submissions

Note: 

Please make sure you have the following for proper functioning of this plugin:
  1. The latest version of the free MWB CF7 Integration With ZOHO CRM
  2. ZOHO CRM account
  3. Contact Form 7 Plugin

2.Installation

Manual installation includes uploading the desired plugin to the web server via your favorite FTP application after downloading it. 

You can buy the add-on CF7 Integration With ZOHO CRM. After that, you can follow these steps for manually installing the plugin:

  1. Unzip the file after downloading the plugin on your system.
  2. Upload the unzipped CF7 Integration With ZOHO CRM plugin folder to the wp-content/plugins directory.
Uploading plugin

    3.Activate the plugin through the ‘Plugins’ menu in the WordPress admin panel.

 

On activation of our plugin, it will be displayed as a submenu under the Contact menu. All you need to do now is to go through this documentation carefully for understanding the related features.

So, if you don’t already have it, you can download it directly from here:

Download Zip

3.Activate License

You need to activate the license of CF7 Integration With ZOHO CRM. After purchasing the CF7 Integration With ZOHO CRM, the admin needs to verify their purchase through a code. To verify the extension’s purchase:

  • Go to Dashboard > Contact > ZOHO > License 
  • Enter the code > Validate.

If the license key is not activated within 30 days of the purchase, the admin might lose data and the plugin will become dysfunctional.    

CF7 integration with ZOHO CRM

4.Authorize Connection of ZOHO Accounts

The first step after installing the plugin involves connecting your ZOHO CRM account for authorising connection of  ZOHO Accounts so that the contact form submissions can be synced.

For that the admin needs to:

  • Go to Admin Dashboard > Plugins > Installed Plugins > MWB CF7 Integration with ZOHO CRM > Settings

                                    OR

  • On the left side panel you can find ZOHO under the Contact option. The following page will appear.

To connect your ZOHO CRM account the admin can either of the following methods: 

Global App Connection Method 

  • Click on Connect your Account 
  • Enter your API credentials here. Make sure the use own app option is disabled.
  • Select the ZOHO domain

CF7 integration with ZOHO CRM

  • Click Authorize.
  • Input your ZOHO CRM account details. If you don’t yet have an account, you can sign up from here too.

CF7 integration with ZOHO CRM

  • You can check the app setup guide from the bottom right corner to know about API keys.

CF7 integration with ZOHO CRM

CF7 integration with ZOHO CRM

  • Allow permission by clicking Accept. You’ll receive a notification after which you can view the ZOHO dashboard.

Use Own App for Integration

  • Click on Connect your Account
  • Enable the use own app option.
  • Select ZOHO domain. Select ZOHO domains from the available options. There is a drop-down menu to select from. It is a required field. They are, 
  1. India (.in)
  2. China (.com.cn)
  3. Australia (.com.au)
  4. Europe (.eu)
  5. USA & Others (.com)

CF7 integration with ZOHO CRM

To get the API Keys, click on the bottom right option for steps.

CF7 integration with ZOHO CRM

1.  Go to your developer account and log in with details.

MWB CF7 integration with ZOHO CRM

2. Select client type as Server-based

MWB CF7 integration with ZOHO CRM

3. Enter client name ( For eg. “Demo” or “My app” )

MWB CF7 integration with ZOHO CRM

          4. Fill up mandatory information like “Client Name” on the Client details tab

         5. Enter (the URL mentioned here) as a Redirect URL.

         6. New app will be created and its credentials will be displayed on the Client Secret tab.

         7. Copy “Client ID” and “Client secret” from there and enter it in the Authentication form.

cf7 zoho

      Click Accept. This grants the necessary permissions to the new app that you just created.

cf7 ZOHO

Now, you will receive a notification of successful setup. Subsequently, you can view the dashboard.

Authorization of  ZOHO Accounts is completed. Any submitted contact forms that are synced in the future will be shown here.

CF7 integration with ZOHO CRM

You can disconnect and reauthorize whenever you want following the same process.

5.How to Add New Feed

After successful authorization, the admin needs to create ZOHO feeds. The admin can add a new feed in the following steps:

  • Go to Dashboard > Contact > Zoho > Zoho Feeds
  • Click ‘Add New Feed’. The ‘Add new feed’ page will appear. You may name it. Now the admin needs to fill in the feed details:

Select CF7 Form

Select a CF7 from all the prevailing forms that you might have created. You can also choose the form you would like to integrate over Zoho CRM on this menu.

CF7 integration with ZOHO CRMSelect Zoho Object

Choose from the objects you want that should be created on the particular form submission.

Select Zoho Object

Zoho provides a list of objects.

  • Admin can also refresh objects and fields.
  • Map your Contact Form 7 fields with the respective fields of the Zoho module.
CF7 integration with ZOHO CRM

 

Field Type

Select field type from Standard Field Value or Custom Value.

Field Value

Field values appear based on the ZOHO object selected. Select the field value from the options at hand in the contact form selected. 

  • For Custom Value

CF7 integration with ZOHO CRM

  1. Switch field type to custom value > select the form fields from the drop-down menu in the customs value section
  2. As a value is selected from the dropdown, it will append in the customs value input field
  3. This way, the admin can prepare the custom value for that field

    How To Add a New Field? 

    According to the ZOHO modules, the admin can also add as many feeds as he wants, in the same way, filling the field value and field type. The steps involved are as follows:

    • Go to Dashboard > Contact > ZOHO > Add New Feed > Select Field > Add New Field

     

add new field

The new field will be created. Here you will see extra fields like, Account name, Description, and Rating. 

Primary Field 

The admin can make use of the primary field for updating the existing entries. The admin can select a field that should be used as a “primary key” to update an existing record. It can be anyone of the created fields.

  • Select the unique identifier in the ‘Select Primary Field’ option
  • The primary field also appears according to the object that the admin has selected. 

primay field

Note: Make sure “Do not allow duplicate values” is checked in property settings to prevent duplicate record creation.

Conditional Statement

The conditional filters are for adding conditions to the form submissions. If the condition filters are set, only those CF7 submissions will be exported that fulfill those conditions.  

conditional filter

The admin has options for the AND filter and the OR filter. For applying conditional statements:

  • Select the field and the conditions that are available.  
  • Select ‘Add OR Filter’

conditional statement

  • Choose the desired field.
  • Enter a value if the selected condition requires one
  • Publish the feed. And the ZOHO feed will be created.

After creating these feeds, all the feeds will be visible on this Feed Tab.

How To Add Notes To ZOHO Feeds?

The Admin can add notes to the ZOHO Feeds while creating or editing them. Prepare notes with the help of form fields.

  • Go to Dashboard > Contact > ZOHO > Add New Feed / Select desired feed  > Add Notes

ZOHO FEED NOTES

Additionally, on the Feeds tab, the admin can:

  • Filter Feeds based on different contact forms

FILTER

  • Edit feeds
  • Move feeds to trash

DELETE EDIT FEED

6.How To Enable Manual Data Sync?

Manual data sync means that the admin can manually send form submissions related to the particular feed. For enabling manual syncing:

  • Go to Dashboard > Contact > ZOHO > Feeds 
  • Select/edit the feed for which you want to enable manual syncing
  • On the right-hand side you will see Manual Sync, here enable ‘Manual sync’

MANUAL SYNC

7.How To Include Attachments To Feeds?

If the admin wants to enable syncing the included attachments by the user over ZOHO, he can allow this option. To do so:

  • Go to Dashboard > Contact > ZOHO> Feeds > Edit Feed > Add attachments
  • Under Add Attachments find the option ‘Enable  attachments’

ADD ATTACHMENTS

  • There is an option to add up to 5 attachments. 

8.How To Add a Record Image To Feeds?

The admin can assign record images to ZOHO modules. There is a separate section to sync record images in feeds. The user can then set a display image for the selected option.

  • Go to Dashboard > Contact > ZOHO > Feeds > Edit Feed > Add Record Image > Enable 

add record image

9.How To Add Tags To Feeds?

The admin can separate feeds on the basis of tags. To add tags:

  • Go to Dashboard > Contact > ZOHO > Feeds > Edit Feed > Add Tags  
  • Add tags under ‘Add Tag’. Create tags that you want and add them separated by commas.  

ADD TAGS

10.How To Associate Accounts?

In the case of contacts, the admin can associate contacts with accounts.

Go to Dashboard > Contact > ZOHO > Feeds > Feed with contacts as object > Associate Account

  • Slide the button to enable/disable Account association.

ASSOCIATE ACCOUNT

  • If you want to associate accounts, there is a dependent feed option. Select account feed from the existing account feed. 
  • Map this field with an existing feed. In case if no association feed appears, create a new feed by clicking on the “Add New” button. A new dependent account feed will be created and listed in the option. 
  • Therefore, the account and contact will be created and will be associated with each other over ZOHO CRM. Admin can also select an existing account to associate with contacts from the option.

Dependent Feeds

Dependent feeds do not trigger by default or sync in real-time. Association feeds are triggered when the feed it is dependent upon is triggered.  

DEPENDENT FEEDS

Below the ZOHO Feeds, you can find the association feeds. In order to edit these dependent/ association feeds:

  • Go to Dashboard > Contact > ZOHO > Feeds >Association/Dependent Feeds
  • Select the edit option to open a specific association feed.

EDIT DEPENDENT FEED

  • Map new fields, add new fields or set a primary key for this feed.    
  • Update the feed.

11.How To Add Lead Source and Lead Status?

The CF7 Integration with ZOHO allows the admin to map the lead source and lead status to the feeds. For doing so:

    • Go to Admin Dashboard > Contact > ZOHO > Feeds > Add Feed/Edit Feed 
    • Navigate to Lead Source & Status 
  • NOTE : In case of Contact and Deal object, only Lead Source option is available while in case of Lead object both Lead Source and Lead Status options are available.
  • Slide the lead source button for adding the lead source.  

ADD LEAD SOURCE STATUS

12.How To Add Layout?

In order to select the layout of your ZOHO feed,

  • Go to Admin Dashboard > Contact > ZOHO > Feeds > Add Feed/Edit Feed

Add Layout

  • Navigate to Add Layout section
  • Enable using slider button to add layout
  • Select layout   
  • Note: If the layout has any mandatory fields, then on selection of the layout a popup will appear commanding to set the mandatory fields for that layout in the map fields option.

 

13.How To Add an Owner To Feed?

Adding a feed owner comes in handy when there are multiple owners. 

  • Go to Dashboard > Contact > ZOHO > Feeds > Add Feed/Edit Feed 
  • Enable to add owner
  • Select the owner

ADD OWNER

 

14.How To Associate Campaigns?

The CF7 Integration with ZOHO CRM allows the admin to associate campaigns to ZOHO Feeds. ASSOCIATE CAMPAIGN

  • Go to Dashboard > Contact > ZOHO > Feeds > Add Feed/Edit Feed 
  • Enable campaign association
  • Select the campaign you want to associate
  • Select members status 

How to Associate a ZOHO Feed To Multiple Campaigns?

The CF7 Integration with ZOHO CRM lets you associate the ZOHO Feed to multiple campaigns. 

  • Go to Dashboard > Contact > Zoho > Feeds > Add New/Edit Feed > Associate Campaign 
  • Enable to associate with multiple campaigns using the slider button 

associate campaign

  • Enter the names of the campaigns you want to associate separated with commas.
  • Select the member status. 

15.How To Check ZOHO Logs?

The Logs section will display all the details of every entry/ submission sent over to ZOHO and the corresponding response from ZOHO. For checking the entries, follow these steps:

  • Go to Dashboard > Contact > ZOHO > Logs
  • The ‘Logs’ page will appear. It will have the listed details of the ZOHO fields and the response from ZOHO.

ZOHO LOGSS

  • The admin can also expand each Feed to check the details and whether the submissions have a valid entry or not. The ZOHO Logs display all the data, i.e., Feed related to the associated form, object, mapped fields, response, timestamp, etc.

ZOHO LOGS 2

16.How To Download ZOHO Logs?

The admin can download all the ZOHO logs in a log form. For downloading the logs:

  • Go to Dashboard > Contact > ZOHO > Logs
  • On the upper right corner, find the download option

DOWNLOAD LOGS

  • Click the download option, and this will download all the form data in a log file in your system

17.How To Clear ZOHO Logs?

The admin can also clear all the logs. For clearing the logs instantly:

  • Go to Dashboard > Contact > ZOHO > Logs
  • On the upper right corner, find the ‘Clear Log’ option 

CLEAR LOGS

  • Select the ‘Clear Log’ option and it will clear all the prevailing logs over ZOHO CRM.

18.How To Enable Logs?

For enabling logs:

  • Go to Dashboard > Contact > ZOHO > Settings
  • The first option is ‘Enable logs’

 

ENABLE LOGS

  • Switch the button to enable logging of all the form data to be sent over ZOHO.
  • Click Save

19.How to Enable ‘Delete Plugin On Uninstall’?

To enable ‘Delete Plugin On Uninstall.’

  • Go to Dashboard > Contact > ZOHO > Settings
  • The second option on this page is ‘Plugin Data.’

PLUGIN DATA

  • Switch the ‘Plugin Data’ option to delete the plugin data after uninstallation of the plugin 
  • Click Save 

20.How To Enable Email notifications?

The ‘enable email notification’ option is for the admin to receive an email in case of an error in the data entry in contact forms. To allow email notification:

  • Go to Dashboard > Contact > ZOHO > Settings
  • Enable the third option, ‘Email notification.’
  • Just below this is a box provided for entering the admin’s email address. Enter the email address on which you want to receive notifications.

EMAIL NOTIFICATION

  • Click Save

21.How To Set Delete Logs Duration?

If the admin wants to clear the logs after a set number of days, he can do that too. For setting the number of days:

  • Go to Dashboard > Contact > ZOHO > Settings
  • The last option is ‘Delete Logs After N Days’
  • Select or enter the number of days after which you want to delete the logs.

DELETE DATA AFTER N DAYS

For example, if the admin sets it to 40 days, the plugin will regularly delete the data every 40 days.

  • Click Save

22.How To Enable ‘Do Not Save Submissions’?

If the admin does not want to save the contact forms submissions he can do that in the following steps:

  • Go to Dashboard > Contact > ZOHO > Settings 
  • Under the ‘Delete data after n days’ option, you will find, ‘Do Not Save Submissions’ 

DO NOT SAVE SUBMISSION

  • Slide right in front of the option.
  • Save changes.

23.How To Enable ‘Do Not Track Forms’?

If the admin doesn’t want to track certain contact forms, or only want to track several contact forms, he can do so in the following steps:

  • Go to Dashboard > Contact > ZOHO > Settings 
  • Under ‘Do Not Save Submissions’ find ‘Do Not Track Forms’ and slide right.

DO NOT TRACK FORMS

  • Save changes.

24.How To Disable IP tracking?

The admin can disable IP tracking for contact form submissions in the following steps:  

  • Go to Dashboard > Contact > ZOHO > Settings 
  • Under ‘Do Not Track Forms’ find the option of ‘Disable IP Tracking’ and slide right.

DISABLE IP TRACKING

  • Save changes.

25.How To Check Contact Form Submissions?

The contact forms filled by the user will be saved in the submissions tab. 

  • Go to Dashboard > Submissions > All Submissions

SUBMISSIONS ON DASHBOARD

  • On the left sidebar below settings, you can find the option of  ‘All Submissions’. A red badge will show the number of form submissions on your website.
  • The Submissions Tab will open with all the contact form submissions on your website.

SUBMISSIONS

Note: The ‘Do Not Save Submissions’ option should be disabled if you want to save the contact forms submissions. 

26.How To Edit Contact Form Submissions?

For editing contact form submissions:

  • Go to Dashboard > Submissions > All Submissions
  • Hover over the form you want to edit. Select edit.
  • The selected form submission will open. The admin can edit whatever he likes. 

submission details

27.How To Add Notes To Form Submissions?

The admin can add notes to the contact form submissions. The notes on Form submissions are different from the notes on ZOHO feeds. 

The notes on form submissions are handy when there are multiple users on a single website. Adding notes can help users to communicate details related to the form submissions. These notes will be visible to all admins, and they can modify accordingly. 

To add notes to form submissions:

  • Go to Dashboard > Submissions > All Submissions > Select form to edit > Edit > Add Notes
  • Under Add Notes mention your details.

CF7 integration with ZOHO CRM

In the add notes section, the admin can:

  1. Add notes with high, medium, or low priority
  2. Delete created notes

CF7 integration with ZOHO CRM

How To Manually Sync Form After Editing?

  • After Editing the form submissions and adding notes > go to options section > select CRM (Zoho) > Click ‘Send to CRM’
  • The current form will be synced 

CF7 integration with ZOHO CRM

28.How To Print Contact Form Submissions?

The admin can also print the contact form submissions. For printing contact form submissions:

  • Go to Dashboard > Submissions > All Submissions
  • Select form to print > Edit  
  • In the submission detail find the printer icon.

submission

  • Press the icon and adjust details to print form.

CF7 integration with ZOHO CRM

 

29.FAQ's

Yes. You should have the following for the proper functioning of this plugin:

  1. The latest version of the free MWB CF7 Integration With ZOHO CRM
  2. ZOHO CRM account (You can also sign up from the ZOHO Accounts tab)
  3. CF7 Plugin

The admin needs to have the Zoho account or can directly sign up using the link we have provided in our plugin Zoho Account tab and then proceed with selecting the Zoho Domain. Then enter the Client ID, Secret Key, and the Redirect URL after generating it following the instruction shared in a plugin which can be seen by clicking the plus icon in the top right corner.

For creating ZOHO feeds, you need to select the following details:

  1. Select Contact form
  2. Zoho Object
  3. Field Value
  4. Conditional Statement
  5. Primary key (optional)

Yes, this can be done using CF7 Integration with ZOHO CRM. According to the Zoho modules, the admin can add as many feeds as he wants, in the same way, the new fields can also be added filling the field value and field type. The steps involved are as follows:

Go to Dashboard > Contact > Zoho > Add New Feed > Select Field > Add New Field

Our plugin has this conditional filter for adding conditions to the form submissions. If the condition filters are set, only those CF7 submissions will be exported that fulfill those conditions. The admin has options for the AND filter and the OR filter.

Yes, We have provided this functionality in our Plugin to collect the logs. For enabling logs: Go to Dashboard > Contact > Zoho > Settings. Switch the button ‘Enable logs’ to enable logging of all the form data to be sent over ZOHO and save the settings made.

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