Live Demo: GF Integration with Zoho CRM

The GF Integration with ZOHO CRM sends all GF data submissions to ZOHO CRM and classifies them on the basis of various objects and ZOHO modules assigned.

Yes, You should have the following for the proper functioning of this plugin:

1. The latest version of the free MWB GF Integration With ZOHO CRM
2. ZOHO CRM account (You can also sign up from the ZOHO Accounts tab)
3. Gravity Forms Plugin

The admin needs to have the Zoho account or can directly sign up using the link we have provided in our plugin Zoho Account tab and then proceed with selecting the Zoho Domain. Then enter the Client ID, Secret Key, and the Redirect URL after generating it following the instruction shared in a plugin which can be seen by clicking the plus icon in the top right corner.

For creating ZOHO feeds, you need to select the following details:

1. Connection with Zoho CRM
2. Select Gravity Form
3. Zoho Object

Yes, Make sure you activate your plugin license before performing any data synchronization process.As soon as you purchase the PRO plugin from the site, you receive an activation code along.Please confirm your purchase code by copy-pasting it in the given Enter Purchase Code text field and hit Validate button, so that you can use the plugin’s features conveniently after 30days of activation.

Our plugin has this conditional filter for adding conditions to the form submissions. If the condition filters are set, only those GF submissions will be exported that fulfill those conditions. These are the form field validations to be checked before submitting the entry or submission to Zoho. The admin has options for the AND filter and the OR filter which works on the add and or logic.

Yes, we have the functionality in our GF Integration with Zoho CRM Plugin. Manual data sync facilitates the admin to manually send form submissions related to the particular entry.For enabling manual syncing: Go to Dashboard > Forms > Zoho > Settings and then from here admin can enable ‘Manual data sync’. For more, you can refer to our Documentation.

Yes.this can be done using GF Integration with ZOHO CRM. According to the Zoho modules,the admin can add as many feeds as he wants, in the same way, the new fields can also be addedfilling the field value and field type. The steps involved are as follows:Go to Dashboard >Forms > Zoho > Zoho Feeds > Add New Feed > Select Field > Add New Field

No,you need to have it by yourself. Gravity Forms is a premium WordPress plugin and it is not available for free in the WordPress Plugin Directory. So, it is needed for you to have the Gravity Forms plugin purchased and installed to use our GF Integration with ZOHO CRM plugin.

The admin needs to have the Zoho account or can directly sign up using the link we have provided in our plugin Zoho Account tab and then proceed with selecting the Zoho Domain. Then enter the Client ID, Secret Key, and the Redirect URL after generating it following the instruction shared in a plugin which can be seen by clicking the plus icon in the top right corner.

Yes. our integration plugin offers gravity form submission data logs listed in the Zoho Logs tab of the plugin. Admin can easily enable the logs data using the settings tab Enable logs option and can also expand each to check the details and whether the submissions have a valid entry or not. The log is generated only when Instant Data Sync or Manual Data Sync Enabled.