By :
obtaincode
Published on Thursday, June 22, 2017,09:12:06 in WordPress Plugins
Ninja Forms â ZOHO CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Ninja Forms and ZOHO CRM. Easily add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a Ninja Forms form on your site.
Features
Easily integrate Ninja Forms form to ZOHO CRM Contact
Easily integrate Ninja Forms form to ZOHO CRM Case
Easily integrate Ninja Forms form to ZOHO CRM Lead
Integrated Ninja Forms form can automatically add your site new form data to ZOHO CRM Contact
Integrated Ninja Forms form can automatically add your site new form data to ZOHO CRM Case
Integrated Ninja Forms form can automatically add your site new form data to ZOHO CRM Lead
Easily map your Ninja Forms form fields to ZOHO CRM Contact, Case and Lead fields
Making customer relationship management simple
Integrate unlimited Ninja Forms forms
Installation
WordPress Dashboard
Go to âAdminâ -> âPluginsâ -> âAdd Newâ
Click on âUpload Pluginâ
Upload âNinja Forms â ZOHO CRM Integrationâ plugin zip
Activate âNinja Forms â ZOHO CRM Integrationâ plugin
FTP, SFTP, SCP etcâ¦
Unzip âNinja Forms â ZOHO CRM Integrationâ plugin zip
Upload the unzip plugin folder to your â/wp-content/plugins/â directory, using your favorite method (ftp, sftp, scp, etcâ¦)
Activate âNinja Forms â ZOHO CRM Integrationâ plugin
Configuration
Generating authentication token in ZOHO CRM
Go to âAdminâ -> âNF â ZOHO CRMâ -> âConfigurationâ
Authentication Token: Add your ZOHO CRM authentication token
Click on âSaveâ button
Integration
Go to âAdminâ -> âNF â ZOHO CRMâ -> âIntegrationâ
You can see list of Ninja Forms Forms
Click on edit form icon which you want to integrate form
Select a ZOHO CRM module you want to integrate with current form
Click on âFilterâ button to filter module fields
Check âZOHO CRM Integration?â checkbox if you want to integrate ZOHO CRM
Map fields which you want to map
Click on âSaveâ button to map fields
Note: Map fields which is creatable in ZOHO CRM module
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