A powerful integration tool to sync your Fluent Form submission/entries with Zoho CRM.
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📢 You can avail this plugins free if you tag us as your **Zoho Partner. Read the details here – Bit Apps products giveaway**
📢 **We are open for freelance work/custom development for this plugin. Connect with us for further information
In today’s digital era, marketing and sales are carried out online. This means that customer interactions happen in the form of emails, chats, and social media posts. Using our Zoho CRM Integration with Fluent Form, you can now capture a richer set of data about your customers’ interactions with your business. These active leads allow you to run any marketing campaign that will help you to grow your organization.
Integration of Zoho CRM and Fluent Form, a module that allows you to hook into the Fluent form system to create and manage your sales leads, contacts, and appointments with Zoho CRM. Whenever any form is submitted via Fluent Form, you can automatically push data to Zoho CRM.
📜 Things you need :
The prerequisites you need to use our plug-in :
✔ Fluent Form.
✔ A ZOHO CRM account.
⚙ Integration Setup:
✔ Install & activate Integration of Zoho CRM and Fluent Form plugin.
✔ Install & activate Fluent Form plugin.
✔ For Client id & Secret press Zoho API console.
✔ From Zoho CRM settings enter Integration Name, Data Center, Homepage URL, and Authorized Redirect URL & you will get id & secret.
✔ Authorize your site.
⚡ Features on free version:
▪ User can send any Fluent Form data to only Leads module of Zoho CRM
▪ Only one CRM layout Standard can be accessible
▪ Transmit data to all the Zoho CRM fields including custom field.
▪ This plugin allow user to send custom value also.
▪ View the detailed log of submitted data from the plugin dashboard.
▪ Set multiple integration under one single form.
⚡ Features on pro version:
▪ This plugin allows you to transfer any Fluent Form data to any modules of Zoho CRM including custom module.
▪ Send data to the related list.
▪ User can upload file to the ZOHO CRM file upload field through plugin.
▪ Set some actions which allows user to track their leads/Contacts more preciously.
Actions are – Workflow, Attachment, Approval list, BluePrint, GCLID, Upsert Record, Assignment Rule, Tag records, Record owner.
🔗 For full documentation visit Bit Apps
📹 For video tutorial visit our Channel.
🎉 Key Benefits of Plugin :
Using the Integration of Zoho CRM & Fluent Form plugin, you can manage your customers, sales, and leads. When a customer submits a form on your site, it will automatically be saved as leads or contact to ZOHO CRM. You can see the information in real-time. It gives your business a simple and robust solution to managing your contacts.
✨ Overview of other products we are offering :
📝 Bit Form: One of our best selling product. Bit Form is an amazing drag & drop form builder that allows you to create custom forms to interact with your visitors. It gives you the freedom to create any form you want, no coding required.
📧 Bit SMTP: The ultimate goal of Bit SMTP plugin to make your email deliverability more easy as well as secure.
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♻ Integration Of Zoho CRM & Contact Form7: An module that allows you to integrate into the Zoho CRM system to create and manage your sales leads, contacts, and appointments with Contact Form7.
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🔔 For more updates about our products we cordially request you to join our Fb Community.
- Download the plugin.
- From the WordPress Admin Panel, click on Plugins => Add New.
- Click on Upload, so you can directly upload your plugin zip file.
- Use the browse button to select the plugin zip file that was downloaded, and then click on Install Now.
- Once installed, click “Activate”.
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*Tested with WordPress 6.0.0
Release Date – 15 September 2021
*Fix: Form field label empty issue
*Feature: Ability to delete plugin on plugin delete
- Initial release