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 real-time
  2. Create contacts, leads, and Quotes over Zoho
  3. Capture leads using this simple integration.
  4. Receive error email notifications
  5. Download data logs and clear data logs
  6. Check complete saved data over ZOHO CRM.
  7. Clear data on plugin uninstall 
  8. Filter contact form submissions
  9. 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 > ZOHO Accounts

                                      OR

  • On the left side panel, you can find ZOHO under the Contact option and directly open the ZOHO account authorization page.  
MWB CF7 Integration with ZOHO CRM

 

  • The following page will appear.
MWB CF7 Integration with ZOHO CRM

 

  • 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

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.

MWB CF7 Integration with ZOHO CRM

   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.

MWB CF7 Integration with ZOHO CRM

      8.Copy one by one and paste accordingly.

      9.Accept the proposed terms and conditions and proceed.

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

MWB CF7 Integration with 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.

MWB CF7 Integration with ZOHO CRM

Select Object

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

MWB CF7 Integration with ZOHO CRM

   Zoho 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
MWB CF7 Integration with ZOHO CRM

Field Type

Select field type from Standard Field Value or Custom Value

Field Value

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

  • For Custom Value

  1. Switch field type to custom value > select the form fields from the drop-down menu in the customs value section
MWB CF7 Integration with ZOHO CRM

       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

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.
MWB CF7 Integration with 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. 
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
MWB 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 > 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 Zoho 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 > Zoho Logs
  • On the upper right corner, find the ‘Clear Log’ option
  • Select the ‘Clear Log’ option and it will clear all the prevailing logs over Zoho CRM.
MWB CF7 Integration with ZOHO CRM
  • Select the ‘Clear Log’ option and it will clear all the prevailing logs over Zoho CRM.
MWB CF7 Integration with ZOHO CRM

 

8.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
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.
  • Click Save
MWB CF7 Integration with ZOHO CRM

How To Take An Overview Of The Features Of MWB CF7 Integration With ZOHO CRM?

The admin can take an overview of all the features in the overview section. 

  • Go to Dashboard > Contact > Zoho > Overview Tab
  • Here, you will find the main features of the plugin.

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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