WP Gravity Forms Zoho CRM and Bigin vs Add-On for Zoom Registration and Gravity Forms

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

This plugin adds a “Zoom Registration” feed to your Gravity Forms. Although it was created specifically for the Webinars feature on Zoom, it will also work with regular Meetings. Updated to work with Server-to-server OAuth. Originally developed by Michael Bourne as “Gravity Forms Zoom Webinar Registration.” This is the same plugin modified for release on the WP Plugin Repository. We had to change the name per guidelines. Requirements A WordPress.org based website The Gravity Forms plugin A Zoom account, Pro plan or higher Recommended: the Webinar add-on for your Zoom account A Server-to-Server OAuth Application created for your own Zoom account WordPress version 5+ PHP version 8.0+ Third-Party Services This plugin integrates with the Zoom API to facilitate registration for webinars and meetings. By using this plugin, you acknowledge that certain data will be transmitted to Zoom in order to create and manage webinar registrants. Circumstances Under Which Data is Sent: When a user submits a registration form, the plugin sends the registrant’s information (e.g., name, email) to Zoom to create a new registrant for the specified webinar or meeting. Links: • Zoom API Documentation: Zoom API Documentation • Zoom Privacy Policy: Zoom Privacy Policy • Zoom Terms of Service: Zoom Terms of Service For any concerns regarding data transmission and processing, please refer to the links above to understand how your information is handled by Zoom. Usage After installation, go to Gravity Forms > Settings > Zoom Webinar. Enter your Server OAuth App Account ID, Client ID, and Client Secret. These apps are free to create, take only 5 minutes, and don’t need to be published. Fill in all three fields and hit Save. Follow the directions on the Zoom API docs carefully. You’ll need to edit roles in Zoom settings and create the app. Your user role and app must have the meeting:write:admin and webinar:write:admin scopes. If you are having issues, you may need to add the following scopes: meeting:write:registrant:admin and meeting:read:list_meetings:admin. Ensure the Server-to-Server OAuth App in Zoom is active before using this addon. For the form you’d like to use for registrations, go to Settings > Zoom Webinar. Add a new feed, give it a name, choose the meeting type, enter your Meeting ID, and match registration fields accordingly. First name, last name, and email are required fields. Enable registrations on your meeting if using that instead of webinars. We strongly encourage enabling logging in Gravity Forms settings when testing this add-on. Constants By default, this plugin will ask for your Account ID, Client ID & Secret in the Gravity Forms settings. Users wanting more control can specify these as constants: GRAVITYZWR_ACCOUNT_ID, GRAVITYZWR_CLIENT_ID, and GRAVITYZWR_CLIENT_SECRET. Payments This add-on supports delayed payment through the Gravity Forms PayPal add-on. Charge for registrations via PayPal, processing the Zoom Registration feed only upon successful payment. Read more here. Migrating from Old Plugin This plugin uses the same text domain as the other one by Michael Bourne, so all of the settings and webinar feeds that you previously set up will remain. All you need to do is install and activate this plugin while the other one is activated. No need to set everything up again. 🙂