Document – Contact Form 7 CRM – ZOHO CRM

Contact Form 7 CRM integration allows you to connect Contact Form 7 with Customer Relationship Management (CRM) systems like Zoho CRM. By integrating Contact Form 7 with Zoho CRM, you can automatically send form submissions to your CRM, capture leads, and manage customer data more efficiently. 

It helps you centralize customer data, track interactions, and improve overall efficiency.

Installation and settings plugin

  1. Require contact form 7
  2. Installation
  3. Get token
  4. Settings Form

Require contact form 7 – top

  1. Download:

Installation – top

  1. Upload the add-to-any directory to the /wp-content/plugins/ directory.

Get token – top

Menu “Contact” -> “Settings Zoho CRM” -> click “Get token” -> copy token and save.

Settings Form – top

New form or edit form -> click tab “Settings Zoho CRM” enable and choose fields