Gravity Forms Zoho CRM

Many sites collect leads through forms, then someone has to copy that information into the CRM by hand. That takes time and invites typing mistakes. This add-on moves the data for you: when a visitor submits a Gravity Forms form, the entry can create or update a record in Zoho CRM using the field mapping you set up.

You decide when the data is sent. Gravity Forms conditional logic lets you trigger Zoho CRM actions only when certain conditions are met, so the CRM receives what you want and nothing else. It fits businesses that already run their sales and marketing work in Zoho and want website forms to feed it directly, with logging details available to help review what was sent.

Features

• Create Zoho CRM contacts: When a form is submitted, a new contact is added to your Zoho CRM database, so each person who fills in a form is captured as a record.
• Update existing contacts: Form submissions can update contacts already in Zoho CRM, which helps keep customer information accurate and current without manual edits.
• Create sales leads: Generate new sales leads in Zoho CRM straight from Gravity Forms and link them to the associated contacts to keep your pipeline organized.
• Conditional logic control: Use native Gravity Forms conditional logic to send data to Zoho CRM only when specific conditions are met, giving you precise control over each action.
• Field mapping: Map form fields to Zoho CRM fields so information from each submission flows into the right place, reducing manual data entry and errors.
• Two-way form and CRM sync: Your WordPress forms and Zoho CRM stay in step, supporting an automated sales and marketing process built around your form entries.
• Logging details: Additional logging details are recorded for the integration, which gives you more information to check when you review what was sent to Zoho CRM.

Best for

• Businesses managing leads and customers in Zoho CRM
• WordPress sites already using Gravity Forms
• Sales teams that want fewer manual data entry tasks