1.Overview

CF7 Integration With ZOHO CRM is a 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. Filter feeds and manual syncing
  3. Add CRM entry note and tags
  4. Unlock Phone and Mobile fields 
  5. Enable or disable IP tracking anytime
  6. CRM contact association with accounts
  7. Unlock lead source and lead status module fields
  8. Additional data about submissions

Note: 

Please make sure you 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
  3. CF7 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.Authorize Connection of ZOHO Accounts

How To Authorize Connection Of Your 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 > ZOHO Accounts

                                      OR

  • On the left side panel you can find ZOHO under Contact option, and directly open the ZOHO account authorization page.
MWB CF7 Integration with ZOHO CRM
  • The following page will appear.
Account verification
  • If you do not have a ZOHO account, you can directly sign up from this section.
signing up
  • The provided link will redirect towards the login or sign-up page where the admin can put in the details of the ZOHO Account.
MWB CF7 Integration with ZOHO CRM
  • Fill in the required details in the fields after signing up or logging in. The following fields are required:

MWB CF7 Integration with ZOHO CRM

 

3.1.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, 

  • India (.in)
  • China (.com.cn)
  • Australia (.com.au)
  • Europe (.eu)
  • USA & Others (.com)

3.2.Client ID

Enter app id here. You can generate it using the instructions provided that appears after clicking the plus icon on the right corner.

3.3.API Key

Enter the secret key here. You can generate it using the instructions provided after clicking the plus icon on the corner.

3.4.Redirect URL

This is a read-only field. Copy this from the instructions provided.

  • Click the plus icon on the right corner of this page for directions to get the Client ID, API Key, and Redirect URL.
MWB CF7 Integration with ZOHO CRM
  • When you click this icon the instructions will appear.
MWB CF7 Integration with ZOHO CRM

1.Create a new client. (Click on the link provided.)

MWB CF7 Integration with ZOHO CRM

2.Choose client type as “Server-based”

MWB CF7 Integration with ZOHO CRM

3.Enter client name. For example, Demo app, My App, etc.

create client

4. Copy and enter the URL that appears in this option as the redirect URI option

MWB CF7 Integration with ZOHO CRM

5. Enter the same address as the Homepage URL.

6. Press Create. This will create the Client ID and Client Secret Key that is needed on the ZOHO Account Authorization Page fields.

client

7.Copy one by one and paste accordingly.

8.Accept the proposed terms and conditions and proceed.

Authorization of  ZOHO Accounts is completed. All the saved contact forms submissions and synced forms will be shown here.

connection auth

 

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

4.How to Add New Feed

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 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 integratation with zoho

Select Object

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

 

conatct form 7 with zoho

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.
Conatact form 7 with zoho

Field Type

Select field type from Standard Field Value or Custom Value.

contact form 7 with zoho
  • For Custom Value
  1. Switch field type to custom value > select the form fields from the drop-down menu in the customs value section.
mapping field

 

      2.As a value is selected from the dropdown, it will append in the custom value input field

      3.This way, the admin can prepare the custom value for that field

4.1.Adding 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
Contact Form 4 with ZOHO

A new field will be created. For example, here you can see extra fields like Account Name, Description, and Rating.

ZOHO CRM

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 any one 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. 
ZOHO CRM

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.  

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.
ZOHO Key
  • Select ‘Add OR Filter’
  • 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 Zoho feeds, all the feeds will be visible on this Zoho Feed Tab.

4.2.Adding Notes To ZOHO Feeds

The Admin can add notes to the ZOHO Feeds while creating or editing them.

ZOHO new Feeds

Prepare notes with the help of form fields.

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

Additionally, on the Zoho Feeds tab, the admin can:

  • Filter Feeds based on different contact forms
ZOHO Add filter
  • Edit Zoho feeds
  • Move Zoho feeds to trash

 

 

 

4.3.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 > Zoho Feeds 
  • Select/edit the feed for which you want to enable manual syncing
  • On the right-hand side, you will see ‘Additional Features’

Under the additional features, enable ‘Manual data sync’

Zoho CRM Integration

 

 

4.4.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 > Zoho Feeds > Edit Feed > Additional Features
  • Under Manual Data Sync find option ‘Include attachments’

The file size should not be greater than 10MB 

Zoho CRM Integration

 

4.5.Add Tags To Feeds

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

  • Go to Dashboard > Contact > Zoho > Zoho Feeds > Edit Feed > Additional Features  
  • Under Include Attachments, find ‘Add Tag’
  • Create tags that you want and add them separated by commas. 
Zoho CRM Integration

 

4.6.Check ZOHO Logs

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

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

ZOHO all logs

  • 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 log details

 

4.7.Download ZOHO Logs

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

  • Go to Dashboard > Contact > Zoho > Zoho Logs
  • On the upper right corner, find the download option 
  • Click the download option, and this will download all the form data in a log file in your system
ZOHO all logs

 

4.8.Clear ZOHO Logs

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

  • Go to Dashboard > Contact > Zoho > Zoho Logs
  • On the upper right corner, find the ‘Clear Log’ option 
ZOHO all logs
  • Select the ‘Clear Log’ option and it will clear all the prevailing logs over Zoho CRM.
ZOHO Clear log

4.9.Enable Logs

For enabling logs:

  • Go to Dashboard > Contact > Zoho > Settings
  • The first option is ‘Enable logs’
  • Switch the button to enable logging of all the form data to be sent over ZOHO.
  • Click Save
Enable ZOHO logs

 

4.10.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.’
  • Switch the ‘Plugin Data’ option to delete the plugin data after uninstallation of the plugin 
  • Click Save 
Delete ZOHO CRM logs

 

4.11.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.
  • Click Save
ZOHO email notification

 

4.12.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.

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

  • Click Save
ZOHO delete feature

 

4.13.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 ‘Delete data after n days’ option you will find, ‘Do Not Save Submissions’ 
  • Slide right in front of the option.
  • Save changes.
ZOHO contact form

 

4.14.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.
  • Save changes.
ZOHO CRM contact form

 

4.15.Disable IP tracking

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

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

 

4.16.Check Contact Form Submissions

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

  • Go to Dashboard > MakeWebBetter > All Submissions
side panel

  • On the left side bar 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.
ZOHO contact form 7

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

4.17.Edit Contact Form Submissions

For editing contact form submissions:

  • Go to Dashboard > MakeWebBetter > 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. 
Contact Form 7 with ZOHO

 

4.18.Add Notes To Form Submissions

The admin can add notes to the contact form submissions, and ZOHO feeds. 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 > MakeWebBetter > All Submissions > Select form to edit > Edit > Add Notes
  • Under Add, Notes mention your details.
ZOHO contact Form 7 CRM

In the add notes section, the admin can:

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

ZOHO priority notes

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 
ZOHO CRM contact Form 7

5.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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