How to integration with Zoho

1. Create a Zoho Account

Sign up for a Zoho account if you don’t have one already.

• Visit: Zoho Sign Up

Follow the steps to complete the account creation Click Here.

2. Enter Client ID and Client Secret in the Authorization Tab

3. Grant Permissions

• Click on the ‘Grant Permission’ button.
• You will be redirected to Zoho’s authorization page. Login to your Zoho account and approve the permissions to allow the integration.

4. Field Mapping

• Selected CRM from the CRM details.
• The plugin will automatically show the required fields based on your Zoho CRM configuration. These typically include fields such as:
  • Name
  • Email
  • Phone Number
  • Company Name, etc.
• Map Contact Form 7 fields to Zoho CRM fields (for example, map “Name” in the form to “Full Name” in Zoho CRM).
• Save the mappings.

5. Test the CRM Integration

6. Email settings.

7. CRM Setting.

8. Lead collection.