Learning how to integrate Zoho CRM with WordPress forms is downright simple. That is, if you're using the right tools!
Customer Relationship Management (CRM) software is essential for businesses that want to build trust with their users. Although many companies use WordPress, it doesn't include built-in CRM functionality. Integrating Zoho CRM with WordPress will enable you to access all the client information that you need right from your dashboard.
In this article, we'll briefly go over how Zoho CRM works and detail its key features. Then we'll discuss how to integrate Zoho CRM with WordPress in two easy ways. Let's get to work!
An introduction to Zoho CRM
Most CRMs offer a vast array of tools. They can help you keep in touch with customers, build trust, and even track conversions. Zoho CRM is one of the most popular platforms on the market. It offers all of those features and comes in a very user-friendly package:
A lot of CRMs can be difficult to navigate if you're new to them. However, Zoho CRM is relatively easy to pick up. More importantly, it offers accessible pricing. Therefore, it is a viable option for small businesses that want to better connect with clients.
Using Zoho CRM, you can put together detailed profiles for customers and leads. You can then reach clients using multiple channels, including VoIP, chat, email, and social media.
The CRM also notifies you when customers reach out to you. Furthermore, you can use Zoho to automate record updating. As such, you can spend more time engaging with clients.
Price: Zoho CRM plans start at $12 per user per month. However, you can opt for a free 15-day trial to test the service for yourself.
How to integrate Zoho CRM with WordPress (2 easy ways)
The easiest way to integrate Zoho CRM with WordPress is by using a plugin or a third-party service. For this section, we'll explore both methods.
If you haven't done so yet, go ahead and set up a Zoho CRM account using the plan of your choice.
1. Use the Formidable Forms to Zoho CRM plugin
Using Formidable Forms to Zoho CRM, you can set up forms to send data entries to the CRM service. This plugin is an add-on for Formidable Forms that enables you to connect the tool with Zoho:
Essentially, you can collect leads and contact information using forms. The plugin will then turn them into Zoho CRM profiles without you entering the data manually. Additionally, the WordPress and Zoho forms plugin supports custom fields. As such, you can send data entries to specific areas in your CRM and include file attachments.
Price: Formidable Forms to Zoho CRM costs $49 for a one-year license. You can use the plugin on as many sites as you want as long as you also install Formidable Forms.
2. Use Zapier to integrate Zoho CRM with Formidable Forms
If you're a Formidable Forms customer, you can use Zapier to connect your forms with Zoho CRM:
Zapier offers a lot of triggers and actions for both Zoho CRM and Formidable Forms. With it, you can combine the programs to automate some customer management tasks. For example, you can tell Zapier to set up a new lead on Zoho when someone fills out a specific form on your WordPress website.
Here are the tools you need to set up this integration:
- The Formidable Forms plugin with a Business license or higher
- The Formidable Zapier add-on
- A Zoho CRM account
- A Zapier account (a free one will do just fine!)
Then, you'll need to connect Formidable Forms and Zoho CRM with Zapier before you can create any workflows. After you link both platforms, you'll get access to a range of triggers and actions. You can use them to set up your automated tasks:
The trigger and action process is easy. You simply need to choose the automation that you want and save it. Then, Zapier will take care of the rest.
The advantage of using Zapier is that the platform gives you a lot of freedom. It doesn't limit you to sending data from Formidable Forms. Instead, you can set up integrations that work both ways. Furthermore, you'll get access to a lot of available actions in Zoho CRM.
Conclusion
If you run a business site using WordPress, a CRM can help you collect and organize customer information. CRMs such as Zoho offer various tools to help you stay in touch with clients and grow business relationships. However, instead of inputting user data manually, we recommend that you set up a WordPress integration.
Formidable Forms offers two ways to integrate WordPress and Zoho CRM:
- Using the Formidable Forms to Zoho CRM plugin
- Using Zapier to integrate Zoho CRM with Formidable Forms
Do you want to collect customer data from your WordPress website? Formidable Forms can help you gain and utilize user information to increase your conversions!
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