CRMZT Connector for Zoho by TechArk vs WP Gravity Forms Zoho CRM and Bigin

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.

Easily create or update lead, contact or any other object in Zoho crm/bigin when an entry is created in Gravity Forms. Learn more at crmperks.com Gravity Forms Zoho CRM/Bigin Setup Go to Gravity Forms -> Settings -> Zoho CRM then add new account. Go to Gravity Forms -> select any form -> Settings -> Zoho CRM then create a new feed. Map required Zoho CRM fields to Gravity Forms form fields. Send your test entry to Zoho CRM. Go to Gravity Forms -> select any form -> Settings -> Zoho CRM Logs and verify all previously sent entries. Connect Zoho CRM account Connect any gravity forms form to Zoho CRM by safe and secure Oauth 2.0. Also you can connect multiple Zoho CRM accounts to Gravity Forms. Map Zoho CRM fields Field mapping is easy. Select required Zoho Object(Contacts, Company, Order, account, case, Opportunity etc) , select a zoho field then select related Gravity Forms field. Filter gravity forms entries Filter gravity forms form entries sent to Zoho CRM based on user input. For example , only send contact form entry to Zoho CRM which contanin work email address. Manually send to Zoho CRM Automatically Send gravity forms entries to Zoho CRM when user submits a form. You can manually send gravity forms entries to Zoho CRM by clicking “Send to Zoho” button. Zoho CRM logs View a detailed log of each gravity forms entry whether sent (or not sent) to Zoho CRM and easily resend any gravity forms entry to Zoho CRM. Send Data As Zoho CRM object Notes Sometime you have form fields which can not be mapped to any zoho field. So you can send such gravity forms fields as Zoho CRM Object(contact, account, lead, case, deal etc) notes. Error Reporting If there is an error while sending data to Zoho CRM, an email containing the error details will be sent to the specified email address. Create Or Update Contact in Zoho CRM If a contact,lead,account already exists in Zoho CRM , update it otherwise create a new object in Zoho CRM. Premium Version Features. Following features are not available in Pro version only Gravity Forms Zoho CRM Plugin. Custom modules of Zoho CRM, Custom fields and particularly Phone Number fields. Add Lead or Contact to any Campaign. Set Lead Source and Status in Zoho CRM. Assign one Object to other. For example assigning a contact to a case Assign Object(Contact, Lead etc) Owner to any Object in Zoho CRM. When any user submits a form , you can track gclid, utm parameters and Geolocation. Lookup lead’s email and phone number using popular email and phone lookup services when anyone submits a contact form. 20+ premium addons Need Zoho Plugin for Woocommerce ? We have a Woocommerce connector for Zoho CRM, Books, Invoice, Inventory. Woocommerce Zoho Integration Why Gravity forms Zoho CRM add-on by CRM Perks Gravity Forms has official Zoho crm addon which is good but it lacks some features like custom modules. Our Gravity forms Zoho CRM add-on has all features and uses latest version of Zoho API. Free version of Gravity forms Zoho CRM add-on Easily integrate Gravity Forms to Zoho CRM with this free Gravity Forms Zoho CRM add-on. You can Create/Update a contact, account, case, Opportunity or Order in Zoho CRM crm when any user submits a form. Want to send Gravity Forms data to other crms We have Premium Extensions for 20+ CRMs.View All CRM Extensions