Centous Integration for Zoho with Contact Form 7, WPForms, Elementor Forms, and Formidable Forms

1. Zoho CRM Connect (Zoho Connection Setup)

1. 07Go to Zoho CRM Connect → Zoho CRM Connect
2. 08Choose the Zoho service: Zoho CRM
3. 09Zoho Bigin
4. 10Enter your Zoho OAuth credentials (Client ID, Client Secret, Redirect URI)
5. 11Click Authorize / Connect
6. 12Once connected, your Zoho account details will be displayed

This step is required before creating any feeds.

2. Test Connection

1. 13Navigate to Zoho CRM Connect → Test Connection
2. 14Click the Test Connection button
3. 15The plugin will verify: OAuth authentication
4. 16Access token validity
5. 17Zoho API connectivity

A success or error message will be shown based on the result.

3. Feeds (Core Configuration)

Feeds control how form submissions are sent to Zoho.

Create a New Feed

1. 18Go to Zoho CRM Connect → Feeds
2. 19Click Add New Feed
3. 20Configure the feed as follows:

a) Select Form Type and Form

• Choose the form type: Contact Form 7 , WPForms , or Elementor
• Select the form you want to integrate

b) Select Zoho Module

• Select the Zoho module where data should be sent (e.g. Leads, Contacts, Deals, etc.)

c) Field Mapping

• Once the form and module are selected, the Field Mapping section appears
• Map Zoho fields to the selected form fields
• Form fields are shown as dropdown options based on the selected form

Example:

• Zoho Field: Last Name → Form Field: your-name
• Zoho Field: Email → Form Field: your-email
• Zoho Field: Phone → Form Field: your-phone

Mandatory Zoho fields must be mapped before saving the feed.

d) Feed Status

• Enable or disable the feed using the Active / Inactive toggle
• Only active feeds will send data to Zoho

1. 21Click Save Feed

Once saved and active, submissions from the selected form will be sent to Zoho automatically.

4. Logs

1. 22Go to Zoho CRM Connect → Logs
2. 23View API request and response logs
3. 24Useful for: Debugging failed submissions
4. 25Checking Zoho API errors
5. 26Verifying successful record creation

5. Settings

1. 27Navigate to Zoho CRM Connect → Settings
2. 28Configure global plugin options such as: Enable / disable logging
3. 29Delete plugin data on uninstall
4. 30Save changes as required

External Services

This plugin integrates with Zoho APIs to send form submission data from Contact Form 7, WPForms, and Elementor Pro to Zoho CRM or Zoho Bigin.

API Endpoints and Data Flow

1. 31Create / Update Records in Zoho API Endpoint : https://www.zohoapis.com/crm/v2/{module}
2. 32Purpose : Creates or updates records (Leads, Contacts, etc.) in Zoho.
3. 33How it’s used : When a supported form is submitted, the plugin sends mapped form data to Zoho to create or update a record.
4. 34OAuth Authentication API Endpoint : https://accounts.zoho.com/oauth/v2/token
5. 35Purpose : Generates and refreshes Zoho access tokens.
6. 36How it’s used : The plugin securely authenticates with Zoho using OAuth and refreshes access tokens automatically when required.
7. 37Retrieve Zoho Account Information API Endpoint : https://www.zohoapis.com/crm/v2/org
8. 38Purpose : Fetches organization details to confirm a valid Zoho connection.
9. 39How it’s used : Used during setup and verification of Zoho credentials.
10. 40Data Handling and Privacy What data is sent : Form submission data such as name, email, phone number, and other mapped fields.
11. 41When data is sent : Only when a user submits a form that has an active Zoho feed configured.
12. 42Security : All data is transmitted securely over HTTPS.
13. 43Privacy & Compliance : Data handling follows Zoho’s privacy standards. Site owners are responsible for GDPR and other legal compliance.
14. 44Zoho Terms of Service By using this plugin, you agree to Zoho’s: Privacy Policy
15. 45Terms of Service

Supported Contact Forms

• Contact Form 7 (required)
• WPForms
• Elementor Pro (Form widget)
• Formidable Forms

Plugin Features

• Automatically add new leads, contacts to Zoho upon form submission.
• Configure Zoho API settings directly from the plugin settings Configuration page.
• Customize the contact form, Zoho Modules and fields that map to Zoho attributes.

Why We Built This Plugin

Zoho CRM is a powerful tool for managing customer relationships. By integrating it with popular WordPress form builders, we wanted to make it easier for users to send contact data directly to Zoho and automate the lead management process.

Data Handling & GDPR Compliance

• This plugin collects and stores personal data submitted through forms in the WordPress database and sends that data to Zoho CRM or Zoho Bigin via secure APIs.
• Personal data may include names, email addresses, phone numbers, and other form fields configured by the site administrator. Site owners are responsible for informing users and obtaining consent where required by applicable data protection laws.

Support

For support, please contact us at Centous Support .

For full setup and usage instructions, please read our documentation: Contact Form 7 and Zoho Integration Documentation

Author

Author: Centous Website: centous.com