1.Overview

MWB CF7 Integration with ZOHO CRM plugin helps you integrate your ZOHO CRM account with Contact Form 7 plugin. This free plugin sends all the data of the contact form 7 submissions over to Zoho CRM as per the modules of ZOHO.

Features

With MWB CF7 Integration With Zoho CRM, as an admin, you can:

  1. Sync all the data ( form submissions/ entries ) over ZOHO CRM as per the modules of ZOHO CRM real-time
  2.  Global app connection method
  3. Create Contacts, Leads, and Quotes over ZOHO CRM
  4. Capture leads using this simple integration.
  5. Receive error email notifications
  6. Download data logs and clear data logs
  7. Check complete saved data over ZOHO CRM.
  8. Clear data on plugin uninstall 
  9. Filter contact form submissions
  10. Sync multiple forms to your ZOHO CRM account
 

2.Installation

Installation

There are two ways to install the plugin:

Automatic Installation

These are the steps for automatic installation of MWB CF7 Integration With ZOHO CRM:

  1. Open the dashboard of your WordPress website. From the admin panel, navigate to the sidebar.
  2. Go to Plugins > Menu > Add New
  3. On this ‘add plugins’ page, go to the search bar and browse ‘ MWB CF7 Integration With ZOHO CRM.’
  4. Find the plugin, MWB CF7 Integration With ZOHO CRM, and click Install Now.  

Manual Installation

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

Since MWB CF7 Integration With ZOHO CRM is a free plugin, you can easily download the plugin from WordPress.org. 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 MWB CF7 Integration With ZOHO CRM plugin folder to the wp-content/plugins directory.  
MWB CF7 Integration with ZOHO CRM

 

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

MWB CF7 Integration with ZOHO CRM

 

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.

 

3.How To Authorize Connection

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.
mwb cf7 integration with ZOHO
  • The following page will appear.

mwb cf7 integration with zoho

To connect your ZOHO CRM account the admin can follow 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

MWB cf7 integration with zoho

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

mwb cf7 integration with zoho

  • 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.

MWB 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. The 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 ZOHO CRM

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

4.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. Choose the form you would like to integrate over Zoho CRM.

cf7 integration with zoho CRM

Select Object

Choose from the objects you want that should be created on the particular form submission. ZOHO CRM provides a list of objects.

mwb cf7 integration with ZOHO CRM

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

Map Fields

MWB cf7 integration with zoho crm

Select field type from Standard Field Value or Custom Value.

Select the field value from the options at hand in the contact form selected.

For Custom Value

mwb 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

 

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.

MWB cf7 integration with ZOHO CRM

Primary Field 

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

  • Select the unique identifier in the ‘Select Primary Field’ option
  • The primary field also appears according to the object that the admin has selected. Please select a field that should be used as a “primary key” to update an existing record. In case of duplicate records

MWB CF7 integration with ZOHO CRM

 

 

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. 

MWB CF7 integration with ZOHO CRM

  • 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. Additionally, the admin can:

  • Edit Zoho feeds
  • Move Zoho feeds to trash
CF7 integration with ZOHO CRM

5.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 > Logs
  • The ‘Zoho Logs’ page will appear. It will have the listed details of the Zoho fields and the response from Zoho.
MWB CF7 integration with ZOHO CRM

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

MWB CF7 integration with ZOHO CRM

6.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
MWB CF7 integration with ZOHO CRM

7.Clear ZOHO Logs

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

  • 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 CRM.
  • Click Save

MWB CF7 Integration with ZOHO CRM

8.Enable Logs

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

MWB CF7 integration with ZOHO CRM

9.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

MWB CF7 integration with ZOHO CRM

10.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.

MWB CF7 integration with ZOHO CRM

Congratulations, you just completed the guide to MWB CF7 integrations with ZOHO CRM. This same plugin also has a premium version with expanded features. Since you’re already acquainted with the free plugin, check this out here: CF7 Integration with ZOHO CRM Plugin [Pro]

If you have any further queries, feel free to contact us.

11.FAQ's

Yes, CF7 Submissions filtering option is available according to the user inputs. Filtering contact forms will be made possible by Contact form 7 entries of AND / OR logic, sent to Zoho CRM based on user input.

Yes, The Admin can update existing entries over ZOHO CRM, with the help of the “Primary key”.

Yes, an email notification will be sent to the admin if any error occurs in the process of data sending entries over to Zoho CRM.

We are always available to help our customers anytime. Our support team works 24*7 for any issue related to our products and services. Just Contact Us.

Yes, We Have the option to enable as well as to disable the email Notifications from the settings.

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