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July 28, 2021 at 11:47 am #1123Jennifer NeonKeymaster
MWB Gravity Forms Integration with ZOHO CRM plugin connects your Gravity Form to your ZOHO CRM account. ZOHO is a well-known Customer Relationship Management platform. This free plugin delivers all data from gravity form submissions to ZOHO CRM in accordance with ZOHO CRM modules.
WITH THE MWB GF INTEGRATION WITH ZOHO CRM PLUGIN YOU CAN
1. Create an account over ZOHO CRM just by clicking the “Signup Here” link.
2. Gravity Form could be connected to any ZOHO module i.e. Contacts, Accounts, Leads, Orders, Cases, etc.
3. Fields from Gravity Forms are mapped to fields from ZOHO modules.
4. If an entry already exists over ZOHO CRM, the Primary Key option can be used to update the entry.
5. Filter Gravity Form entries with the help of AND/OR logic sent to ZOHO CRM based on user input.
6. Detailed log of each Gravity Form entry sent over to ZOHO CRM as per the response.
WHAT’S INCLUDED IN OUR FREE MWB GF INTEGRATION WITH ZOHO CRM PLUGIN
1) Accounts to Connect: Enter your ZOHO API Key to connect your ZOHO account to Gravity Forms.
2) Mapping of Fields: Gravity Forms entry fields could be considered equivalent to any ZOHO Object attributes.
3) Numerous Feeds: Multiple feeds can be created and conditions for relaying ZOHO CRM entries setup.
4) Reporting Errors: If an error is encountered while sending the data on ZOHO CRM using Gravity Forms, an e-mail would be sent to the administrator informing about the fault description.
5) Logs for CRM: View a detailed log of every Gravity Forms entry sent to ZOHO CRM.
6) Synchronization: All Gravity Forms entries are fully synchronized with ZOHO CRM. If you create/update an entry that entry will be created/updated in ZOHO CRM.
7) Filter Entries: By default, all Gravity Forms entries are sent to ZOHO CRM, but you can apply filters & set up rules to limit the entries sent to ZOHO CRM.
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Stay tuned for the pro version of the plugin!!!
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