How to Integrate WPForms with Zoho CRM: A Step-by-Step Guide with Bit Integrations

How to Integrate WPForms with Zoho CRM: A Step-by-Step Guide with Bit Integrations

Introduction:

If you’re using both WPForms and Zoho CRM, you’ll know how valuable it is to have an integration between the two. Unfortunately, there’s no direct integration available, but that’s where Bit Integrations by Bit Apps comes in. This powerful plugin makes connecting WPForms with Zoho CRM easy, helping you manage your leads and customer data more effectively.

This blog post will take you through the steps required to set up the integration and show you how it works. Whether you’re a beginner or an advanced user, this guide will help you make the most of these two great web applications.

Step-by-Step Guide:

  1. Install Bit Integrations by Bit Apps on your WordPress website.
  2. Go to the Bit Integrations section in your WordPress dashboard and click on the Zoho CRM integration.
  3. Connect your Zoho CRM account with the plugin.
  4. Create a form in WPForms and select the Zoho CRM integration.
  5. Map the form fields to the relevant fields in your Zoho CRM account.
  6. Publish the form and start collecting leads.

Working in Action:

Once you’ve set up the integration, it’s time to see it in action. Whenever someone submits a form on your WordPress website, the data will be automatically sent to your Zoho CRM account. You’ll be able to view the leads in the Zoho CRM dashboard, allowing you to keep track of your customer data in one place.

Conclusion:

Using Bit Integrations by Bit Apps, you can easily integrate WPForms with Zoho CRM and streamline your workflow. This powerful plugin simplifies managing your leads and customer data, helping you grow your business and provide excellent customer service.

If you have questions about the integration, please feel free to ask in the comments below. We hope this guide has been helpful and that you can make the most of these two great web applications.

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Author

  • Rogerio da Silva

    Rogerio da Silva is a Brazilian who lives in the UK for a little over two decades. He is the owner of a test consulting and outsources services for software development. He likes to blog, write and create content that teaches others how to live a better life.  He loves reading biographies of successful authors and dream builders because they inspire him to keep creating!
    You can contact Rogerio for anything related to Business & Test Analyst | Microsoft Dynamics 365 CRM | QA | Agile | Manual | Integration & Automation | DevOps | API | Cloud | AI | IoT | CRM | Website Consulting | Email Consulting | Facebook Ads | Social Media Marketing Plan | Sales Funnel | Looking for Scalable Services? InShore, OffShore or Hybrid. Interested? Ask me how we can help.

    https://myexpert.solutions rogeruk.rogerio@gmail.com da Silva Rogerio

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