WP Gravity Forms Zoho CRM and Bigin vs Zoho SalesIQ – Live chat, chatbots, and visitor tracking

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

Looking for something more than live chat software for your website? Zoho SalesIQ’s WordPress plugin is super easy to use and lets you both engage with your website visitors in real time and view your prospects’ detailed website footprint. What do we have in the bag for you? Forever-free for 3 users The plugin is free for up to 3 users and will come with all the basic features like live chat, visitor tracking, and file sharing that you expect in live chat software. We also have paid plans for users looking for even more punch. Visitor tracking Visitors are organized in four concentric rings based on the criteria you set, with the hottest prospects in the inner rings and the coldest visitors moved outside the rings. With this you can easily prioritize visitors and not waste your firm’s time and resources on junk leads. Automated messages Don’t wait for visitors to message you—instead, reach out to visitors on high-intent pages like your pricing or contact us pages and spark their interest with proactive chat triggers. Chatbots It doesn’t matter if you’re a hardcore coder or someone who doesn’t know the “C” of coding—SalesIQ has something for everyone. With our codeless website chatbot builder, you can build a fully functional chatbot for your website without writing a single line of code. For the coders out there, we have a programming interface with which you can customize and automate your chatbot as needed. Built-in audio call and screen share to the rescue Your operators should be smart enough to resolve almost any issue your visitors face. However, there might be issues that can’t be resolved in a couple of texts. In that case, operators can use our built-in audio call and screen share feature to solve even the most complex queries with ease. Typing preview No need to assume what your customer is typing. Our live chat helps you see what they’re typing in the chat box in real time, enabling you to answer their queries in a matter of seconds. Chat routing Customers expect immediate help without being endlessly traded from agent to agent. Direct chats to the right department or staff based on a customer’s traffic source, landing page, number of visits or chats, lead stage, and more. Real-time chat translation Assist your customers and visitors in languages they’re comfortable with. Our website live chat software automatically detects the language of incoming chats and performs two-way chat translation in real time. What makes Zoho SalesIQ the best? Trusted by over 450,000 businesses Most cost-efficient customer engagement software in the industry We don’t compromise on your privacy Testimonials ★★★★★ Zoho SalesIQ gave us the best support for integration, and along with that, we came to know that SalesIQ is just not serving our bot purpose, but they had so many features for our live agents also. – Mahindra & Mahindra ★★★★★ Our website is very interactive for designing clothing online, and that comes with a number of questions that customers have. So we can jump right into their design experience with Zoho SalesIQ and answer questions and create value for them on the fly. It is incredibly strong and powerful for bringing new customers on. – Apliiq ★★★★★ Zoho helps us with everything related to getting the sale and even tracking everything on the sale. It helps our outside sales reps, our inside sales reps, and our management do their reporting. It’s scalable, so it will encompass everything that we will need as this company grows and will service all of those needs. – Fluitec