Authyo ChatLead – Chatbot Lead Capture vs CRMZT Connector for Zoho by TechArk

Authyo ChatLead – Chatbot Lead Capture is a powerful lead capture plugin that combines an interactive chatbot interface with secure OTP (One-Time Password) verification for both email and phone numbers. Perfect for businesses that want to collect verified contact information from their website visitors. Video Tutorial – How to Use Authyo ChatLead Plugin This plugin helps reduce spam and ensures that only verified users can submit your forms. Note: OTP verification requires valid Authyo API credentials and sufficient wallet balance. Key Features Interactive Chatbot – Engaging conversational interface for lead capture Email OTP Verification – Verify email addresses with one-time passwords Phone OTP Verification – Verify phone numbers with SMS OTP Country Selection – Automatic country code handling with cached country list Form Builder – Drag-and-drop interface to customize chatbot fields Lead Management – View, filter, and search leads from admin dashboard Accessibility – ARIA labels, keyboard navigation, screen reader support Responsive Design – Works perfectly on desktop, tablet, and mobile devices AI Chatbot – Answer visitor questions using your own knowledge base with OpenAI, Claude, Gemini, Mistral, DeepSeek, Groq, or Cohere Knowledge Base – Add text content or import webpage URLs for the AI to learn from Unified Mode – AI chatbot + lead capture in one seamless conversation Widget Support – Optional floating widget for site-wide deployment Shortcode – [authyo_chatlead], [authyo_ai_chat], or the legacy [chatlead_by_authyo] for embedding in pages/posts Supported Field Types Name Email (with OTP verification) Phone (with country code and OTP verification) Message Number Address Use Cases Lead generation for sales teams Contact form with verified information Newsletter signups with email verification Customer support inquiries Event registrations Quote requests Requirements Authyo API credentials (get them at authyo.io) WordPress 5.0 or higher PHP 7.2 or higher Privacy Policy This plugin stores lead information (name, email, phone, message) in your WordPress database. Third-Party Services This plugin connects to external services when configured by the site administrator. No data is sent to any external service unless the administrator explicitly enters API credentials and enables the feature. 1. Authyo API (for OTP verification) The plugin uses the Authyo API (app.authyo.io) to send and verify OTP codes for email and phone number verification. User email addresses and phone numbers are sent to this service during the OTP verification process. Service URL: https://app.authyo.io Privacy Policy: https://authyo.io/privacy-policy/ Terms of Service: https://authyo.io/terms/ 2. OpenAI API (for AI chatbot — optional) When the AI chatbot feature is enabled with an OpenAI API key, visitor chat messages and knowledge base content are sent to OpenAI’s API (api.openai.com) to generate responses. Service URL: https://api.openai.com Privacy Policy: https://openai.com/privacy/ Terms of Use: https://openai.com/terms/ 3. Anthropic Claude API (for AI chatbot — optional) When the AI chatbot feature is enabled with a Claude API key, visitor chat messages and knowledge base content are sent to Anthropic’s API (api.anthropic.com) to generate responses. Service URL: https://api.anthropic.com Privacy Policy: https://www.anthropic.com/privacy Terms of Service: https://www.anthropic.com/terms 4. Google Gemini API (for AI chatbot — optional) * Service URL: https://generativelanguage.googleapis.com * Privacy Policy: https://policies.google.com/privacy * Terms of Service: https://policies.google.com/terms 5. Mistral AI API (for AI chatbot — optional) * Service URL: https://api.mistral.ai * Privacy Policy: https://mistral.ai/terms/#privacy-policy * Terms of Service: https://mistral.ai/terms 6. DeepSeek API (for AI chatbot — optional) * Service URL: https://api.deepseek.com * Privacy Policy: https://www.deepseek.com/privacy * Terms of Service: https://www.deepseek.com/terms 7. Groq API (for AI chatbot — optional) * Service URL: https://api.groq.com * Privacy Policy: https://groq.com/privacy-policy/ * Terms of Service: https://groq.com/terms-of-use/ 8. Cohere API (for AI chatbot — optional) * Service URL: https://api.cohere.com * Privacy Policy: https://cohere.com/privacy * Terms of Service: https://cohere.com/terms-of-use The plugin connects to only ONE of the above AI providers at a time, based on the administrator’s selection. No data is sent to any provider unless the administrator explicitly configures the API key. 9. URL Import (for knowledge base — optional) When an administrator imports a webpage URL into the knowledge base, the plugin makes an HTTP request to the specified URL to fetch its content. Only URLs explicitly provided by the administrator are fetched. 10. Webhook URL (admin-configurable — optional) When the site administrator configures a webhook URL, lead submission data (name, email, phone, message) is sent as a JSON POST to the configured external URL. Only activated when explicitly configured by the administrator. All API keys are encrypted using AES-256-CBC before storage in the WordPress database. No visitor data is shared with external services beyond what is described above. Support For support, please visit authyo.io/contact or contact us at [email protected]. Credits Developed by Authyo – Secure authentication and verification solutions. Konceptwise is the main company and Authyo is a product under Konceptwise Digital Media Pvt Ltd.

Easily connect your Gravity Forms to your Zoho CRM account. Automatically send form submissions to Zoho as Leads, Contacts, or entries in custom modules. Eliminate manual data entry and keep your CRM up to date in real-time. Key Features: – Map Gravity Forms fields to Zoho CRM fields – Supports Zoho Leads, Contacts, and custom modules – Send data instantly upon form submission – Easy setup with Zoho OAuth authentication – Logs and debug tools for integration monitoring – Improve data accuracy and reduce manual entry Whether you’re collecting leads, managing inquiries, or capturing customer data, this plugin ensures your Zoho CRM remains synced and organized with data from your WordPress site. Resources This plugin uses SweetAlert for alerts: – Source: https://github.com/t4t5/sweetalert All minified files in the plugin are compiled using [Webpack/NPM/etc]. Original source files are included in the /src/ directory. External Services This plugin connects to external services to enable CRM integration and geolocation features. Below are the details of the services used: Zoho CRM API This plugin integrates with Zoho CRM to synchronize lead data, fetch user details, and manage form submissions. What is sent: OAuth access tokens, lead form data (e.g. name, email, phone, and other lead-related fields), and site information. Why: To authenticate requests, push lead data to Zoho CRM, and fetch layout or user settings from Zoho. When: On plugin setup (OAuth token generation), lead form submission, and when settings are configured. Endpoints used: https://accounts.zoho.com/oauth/v2/token https://www.zohoapis.com/crm/v2/ (various endpoints for Leads, Users, Layouts, etc.) Service Provider: Zoho Corporation Pvt. Ltd. Terms of Service: https://www.zoho.com/terms.html Privacy Policy: https://www.zoho.com/privacy.html MaxMind GeoIP Service This plugin optionally uses MaxMind’s GeoIP service to determine the approximate location of users based on their IP address. What is sent: User IP address. Why: To detect the user’s location and pre-fill location-related form fields or analytics. When: When a user accesses a form or page that uses location detection. Endpoint used: https://geoip.maxmind.com/geoip/v2.1/city/ Service Provider: MaxMind, Inc. Terms of Service: https://www.maxmind.com/en/geoip2-services-agreement Privacy Policy: https://www.maxmind.com/en/privacy-policy Reviewer Notes This plugin makes use of Google Ads URL parameters such as ref, gclid, and GCLID which are appended by Google automatically for ad tracking purposes. These parameters are not generated or controlled by the plugin or the user and as such, cannot include WordPress nonces. To maintain security: – All such input values are sanitized using sanitize_text_field() and wp_unslash() as soon as they are accessed. – These values are only used in temporary storage (such as cookies or sessions) and are never used for authentication, privilege escalation, or sensitive logic. – All outputs are escaped using appropriate esc_* functions (esc_html(), esc_attr()). – Inline code comments are provided in refcookie.php for context. Nonce validation is not feasible in this context as these URLs are generated externally. However, the plugin fully complies with WordPress security practices for sanitization, validation, and escaping.