Reaching out to prospects at just the right time and in all the right channels is a critical piece of your sales team’s success. Getting all the pieces you need for a successful deal in place and organized to lead into closing can be a challenge. If Zoho is your CRM of choice, then this integration is what you need to ensure your connection to WordPress won’t ever be an obstacle.
- Are you done with maintaining a custom integration that takes time away from focusing on sales?
- Less than impressed with your current solution for pulling data into your Zoho account from WordPress?
- Still transferring data manually between your website and your CRM?
The Zoho CRM extension for Ninja Forms will take that extra workload away, forging a direct link between your WordPress forms and the Zoho account. Work smarter!
Connect your WordPress forms directly to your Zoho CRM account
The Zoho CRM extension for Ninja Forms enables you to send customer-submitted data from your WordPress forms directly into your CRM account. Easily create:
This integration will automatically link your Contacts with the Account, Potential, Task, and Note. If you create a Lead, it will be linked to the Note and Task.
Work smarter by letting your sales team focus on sales and your plugin handles the rest!
Map form fields to Zoho neatly and easily (including custom fields), trigger workflow rules, and more!
The Zoho field mapper, addable to any form, makes configuring data flow between form and account a breeze. Simply select the form field, pair it to the desired Zoho account field, and go. Data will be passed directly into your account with every new form submission!
Custom fields are completely supported and easily configurable as well. If you need a constant value passed into your account, simply define it along with the accounting field it needs to be passed to. There’s nothing more to it.
Workflows can be triggered with any new submission and can be set to require approval, or not, with a single setting.
This plugin needs the Ninja Forms to work. You can download it from here