Zoho WordPress

Опис

Zoho WordPress integration is a plugin for capturing leads from web form page/post and contacts from user registration to CRM Zoho directly from WordPress. Zoho WordPress integration plugin is now part of WP Leads Builder For Any CRM, a combined plugins for all CRM plugins with more features. Zoho WordPress plugin is a simple, advanced, easy to set up CRM Zoho web forms generator for WordPress on the fly. It helps to generate a web form via user friendly plugin interface which in turn used as a contact form to convert your traffic/visitors as high potential leads to CRM Zoho CRM.

  • No HTML
  • No Manual Work
  • Simple Set up
  • User friendly UI
  • More Options
  • Short Code Featured
  • Dynamically Generated
  • Add, Edit fields at any time
  • Easy Manageable

Features
* Fetch CRM Zoho lead fields directly into WordPress to create a form
* Enable/disable fields to include in form or not
* Short code to integrate form in post / page
* Separate short code to integrate form even as widget site wide
* Capture/sync new registered WP members to Zoho CRM contacts.

To upgrade for Leads Builder For CRM Pro

Other Useful Plugins & Addons By Smackcoders

To Import and Export WordPress Data as CSV or XML
and for premium version of the plugin, you can get it here

The Leads Builder for WordPress to capture your webforms as leads to one of the top ranking open source CRM, install the WordPress Lead Form Data Collection to CRM Plugin. Install one of the CRM of your choice with the additional add-ons listed below and keep both parent plugin and CRM addon activated.
* Salesforce
* Freshsales
* Vtiger CRM

To know more about the premium bundled version, visit WordPress Lead Form Data Collection to CRM with unlimited features

Скріншоти

  • The screenshot-1.png shows the Zoho CRM settings configuration

Встановлення

  1. First, install CRM WordPress Leads
  2. Then Extract the wp-zoho-crm.zip in wordpress/wp-content/plugins using FTP or through plugin install in wp-admin.
  3. Activate the plugin in the WordPress plugin list.

Часті питання

1) How to create form with Contact Form 7?

  • Enable the Contact Form 7 in CRM configuration under Form Type.
  • In CRM Forms menu select the required fields and Save.
  • The shortcode with selected fields created in Contact Form 7.
  • Place the shortcode in Post, Page or Widget.

2) Why I’m not able to submit the form created with Contact form?

  • After generating the shortcode for Contact form.
  • Go to Contact → Contact Forms → Edit view of the shortcode.
  • In Mail menu, configure all the settings and save.
  • If the mail is not configured the form will trigger an error message stating ‘Submission failed’.

Відгуки

17.07.2018
Zoho does not support reply-to in your emails. This is such a common and basic feature of email, it's ridiculous that they don't support it!! They have plans to add that exotic feature in the future, but no date given. THIS MEANS THAT ALL OF YOUR EMAILS FROM YOUR WORDPRESS SITE WILL HAVE YOUR OWN EMAIL ADDRESS AS THE REPLY-TO ADDRESS, REGARDLESS OF WHAT YOU SET IN YOUR CONTACT FORM PLUGIN. I am extremely disappointed in this and now I have to migrate several clients to another mail provider. First Zoho reneged on their free IMAP access, now this. Thanks Zoho.
03.09.2016
I initially thought my problems were all over when I found this plugin. I desperately needed something that would help me populate my Zoho CRM data from Wordpress which was taking up far too much of my time. However, things didn't go right straight away with the paid version of this plugin. I've emailed the developer with the list below which has been ignored completely by them. The Account name in Zoho is simply the first name of the user in Wordpress duplicated. So one account name in my listings is Nicki NIcki. Where a billing and shipping address is entered into Wordpress only the billing address details are taken to Zoho. Perhaps the amateur nature of this software is best demonstrated in the next bug. In the fields mapping section for the Country field the only choices to map to are Shipping Company or Billing Company. What?? The extensive mapping feature of this plugin extend to giving you two choices for most fields, either Shipping Detail or Billing detail. For example for the Street field, you may map to either Shipping Street or Billing Street. If you have both then tough, you're going to lose one. There are no custom fields available. Overall this product is worse then useless as you end up with incorrect information in Zoho which I suggest is much worse than having no information at all. A disappointed user when this product could have been so good.
08.02.2017
Tired of looking the place where your business cards can be saved, structured and always been with you? Our Magneticone Mobile business card reader will help you with it: only for 3 seconds it will import all card data directly to your SugarCRM system after snapping a photo! It allows to create a rich set of additional information about your potential client, partner, or colleague. Rather than muddle through the manual labor of typing in each card's contact info, let your smartphone do the heavy lifting for you. Why gust our business card reader? In addition to general information you will get the opportunity to find out more about your contacts: - personal info: interests, skills, social media contact, photos etc. - company info: size, industry, branch network, recent activity, etc. How it works Snap a photo of a business card App recognizes it automatically Get more data about person and company A new contact is automatically stored into your CRM account Features Build-in Business Card Reader to SugarCRM integration Processes up to 20 business cards per minute Precise and perfect business cards recognition Preview and make necessary changes before saving Works via your Android smartphone’s camera Recognition in 25 languages supported, including multilingual cards Precise conversion of business card data “Get more data” feature uses only trusted sources It does not violate any laws or the right of privacy It always keeps your contacts secure Business Card Reader is one of the best options, especially if you have multilingual needs. http://magneticonemobile.com/products/business-card-reader-zoho-crm.html
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Журнал змін

2.0.2

  • Checked: WordPress 6.0.2 Compatibility

2.0.1

  • Updated: WordPress 6.0.1 Compatibility

2.0

  • Added: Edit Option for Thirdparty forms

1.4.8

  • Checked: WordPress 5.7 Compatibility

1.4.7

  • Added : Zoho CRM Domain Support(zoho.com,zoho.au,zoho.eu,zoho.in)

1.4.6

  • Modified: Activated addon slug.

1.4.5

  • Added: WP CSRF Protection.

1.4.4

  • Added: Sync WordPress users as Leads into the Zoho CRM.
  • Added: Leads Builder Pro Banner.

1.4.3

  • Added: Compatibility for WordPress 5.3.2

1.4.2

  • WordPress 5.0.3 compatibility
  • Fixed security issue by adding missing validation on TLS Connections.

1.4.1

  • WordPress 5.0.2 Compatibility
  • ZOHO CRM API version 2 Compatibility

1.4

  • WordPress 4.8.1 compatibility tested.
  • Smooth auto migration script Removed
  • Added a addon support

1.3

  • WordPress 4.8 compatibility tested.
  • Smooth auto migration script added to get new wp-leads-builder-for-any-crm installed

1.2

  • WordPress 4.5 compatibility was checked.
  • Migration script added to get new wp-leads-builder-for-any-crm

1.1.11

  • Features moved to new combined plugin Leads Builder For Any CRM
  • Added: Debug mode enable/disable options.
  • Modified: Menu order changes.

1.1.1

  • Improved UI for better usability
  • Compatible with 3..9.1 and php 5.4
  • Warnings and minor bug fixes
  • Improved authentication error on authtokens

1.0.0

  • This is the basic version. Tested and found works well without any issues.