How to integration with Zoho

MIPL CF7 CRM

1. Create a Zoho Account

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

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.

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