WP Gravity Forms Zoho CRM and Bigin vs Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin

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

Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books, Inventory, Invoice) when an order is placed via WooCommerce. Free version supports Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are available in Premium version. Learn more at crmperks.com. Woocommerce Zoho Connector Setup Go to WooCommerce -> Settings -> Zoho tab then add new account. Go to WooCommerce -> Zoho Feeds tab then create new feed. Map required Zoho fields to WooCommerce Order fields. Send your test entry to Zoho(CRM, Books, Inventory, Invoice). Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books, Inventory, Invoice). View screenshots for creating Contact/Account and assign it to SalesOrder. Assigning Contact to SalesOrder is available in pro version only. Connect Zoho Account Connect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply oauth 2.0 authentication. Also you can connect multiple Zoho accounts. Fields Mapping Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields. Export Event Choose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory, Invoice). For example , send WooCommerce Order to Zoho on Order Completion. Primary Key Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary Key field. Error Reporting If there is an error while sending data to Zoho, an email containing the error details will be sent to the specified email address. Zoho(CRM, Books, Inventory, Invoice) Logs Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to Zoho and easily resend an Order to Zoho(CRM, Books, Inventory, Invoice). Send Historical Orders/Customers to Zoho Easily export all old woocommerce orders and Customers to zoho in just one click. This feature is available in pro version only. Full Synchronization All Woocommerce Orders/Customers/Products are fully synchronized with Zoho. If you update/delete/restore an order that order will be updated/deleted/restored in Zoho(CRM, Books, Inventory, Invoice). Filter orders By default all Woocommerce orders are sent to Zoho, but you can apply filters & setup rules to limit the orders sent to Zoho. For example sending Orders from specific city to Zoho. Send Data As Notes Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead, Deal, custom module etc) Note in zoho(CRM, Books, Inventory, Invoice). Assign Contact to Order A module(Contact, Account, Lead, Deal, custom module etc) created/updated by one feed can be assigned to the module created/updated by other feed. Premium Version. Following features are available in Premium version only.WooCommerce Zoho Integration Add WooCommerce Order Items to Zoho. All Zoho modules like Invoices, Customer Payments, Estimates, Credit Notes, Recurring Invoices, custom modules etc. Zoho Custom fields. Zoho Phone Number fields. Select Zoho Object Layout. Add a lead to campaign in Zoho CRM. Assign owner to any object(Contact, lead , account etc) in Zoho CRM. Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Zoho object. Track Google Analytics Parameters and Geolocation of a WooCommerce customer. Lookup lead’s email and phone number using popular email and phone lookup services. Premium Addons We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons Need Zoho Plugin for Gravity Forms and Contact form 7 ? We have Zoho add-on for Gravity Forms. Gravity Forms Zoho We have Zoho add-on for Contact Form 7. Contact Form 7 Zoho Want to send data to other crm We have Premium Extensions for 20+ CRMs.View All CRM Extensions