Live Demo: MWB GF Integration with ZOHO CRM

The MWB GF Integration with ZOHO CRM plugin sends all Gravity Form data submissions to ZOHO CRM as per the form field mappings and classifies them on the basis of various objects and ZOHO modules assigned.

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

By entering your ZOHO API credentials, the Gravity Form can be integrated with your ZOHO account.Enabling the MWB GF Integration with ZOHO CRM plugin adds a ZOHO sub-menu to the Gravity Form.

The administrator can easily sign up for or log into his ZOHO CRM account and connect Gravity Forms to his ZOHO CRM account.

Yes, utilizing MWB GF Integration with ZOHO CRM, this really is possible.The admin can map any Gravity Form field to any available ZOHO module field using
the MWB GF Integration with ZOHO CRM. This plugin works with any module, such as
Contacts, Accounts, Leads, Quotes, Deals, and Sales.

The administrator is free to add as many feeds as he prefers, just required the specified Gravity Form with the ZOHO Object.

In order to create feeds, you need to traverse within your WordPressDashboard > Form > ZOHO > ZOHO Feeds.

There either make use of any already created feed or create one by using Add New Feed button.

Our plugin has a conditional filter for adding conditions to the form submissions. If the condition filters are set, only those Gravity Form submissions will be exported that fulfill those conditions. The admin has options for the AND filter and the OR filter.

Yes, the Gravity Form Submissions filtering option is available according to the user inputs. Filtering gravity forms will be made possible by Gravity Form entries of AND / OR logic, sent to ZOHO CRM based on user input.

Yes, the admin can update existing entries over ZOHO CRM with the help of the “Primary key”.

Yes, our plugin supports data log maintenance of almost every entry/submission sent over to Zoho and the corresponding response from Zoho in the form of a table.You can review that log table traversing towards-

WordPress Dashboard > Forms > Zoho > Zoho Logs.

Yes, we have the option to enable as well as to disable the email notifications from the settings.

Note: Email notifications are only enabled by the admin itself in order to receive an email in case of an error in the data entry data from the gravity form.

We are always available to help our customers anytime. Our support team works 24*7 for any issue related to our products and services. Just
Contact Us.

Please visit the MakeWebBetter knowledge base for more detailed documentation and support