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Zoho CRM

Zoho CRM is a tool to store customer information, provide customer management, automated marketing, enterprise development solutions, and departmental systems

Tutorials to send data to Zoho CRM

Step 1: Connect Zoho CRM vs Piotnet Forms

Access Zoho CMR website -> login your account -> https://api-console.zoho.com/ > Add Client > select Server-based Applications.

  1. Client Name: Enter Client Name
  2. Homepage URL: https://your-domain.com
  3. Authorized Redirect URIs: https://your-domain.com/wp-admin/admin.php?page=piotnetforms
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Server-based Applications

Access the admin page: Piotnet Form >Settings > Zoho Integration 

Select the appropriate Domain and fill in the Client ID and Client Secret information -> click Save Settings to save the changes.

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Zoho CRM Infomation

After saving the valid information, click Authenticate Zoho CRM to confirm access.

Domain: You must use your domain-specific Zoho Accounts URL to generate access and refresh tokens. The following are the various domains and their corresponding accounts URLs.

  • For US: accounts.zoho.com
  • For AU: accounts.zoho.com.au
  • For EU: accounts.zoho.eu
  • For IN: accounts.zoho.in
  • For CN: accounts.zoho.com.cn
  • For JP: accounts.zoho.jp
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Allow zoho to access accounts

Step 2: Create your own form

Create a form to collect necessary information

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Click submit button -> Actions After Submit -> Add Action, select Zoho CRM.

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Add Zoho CRM to Actions After Submit

Step 3: Config Zoho CRM action

In Zoho CRM section select the appropriate module to save customer information. Then click GET TAG NAME. The list of Tag Name will be displayed.

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Click GET TAG NAME

Mapping the fields and the corresponding shortcode to save information into Zoho CRM.

Example (Field First Name):

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Copy First_Name to Tag Name

Completed all fields mapping

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Embed corresponding field shortcodes

Check form activity.

Notice: while inserting records, there are a few system-defined mandatory fields that you need to mention. In order to successfully insert records in Zoho CRM, make sure you enter user-defined mandatory fields too.

Please refer to System-defined mandatory fields for each module