Centous Integration for Contact Form 7 and Zoho

Descrição

The Centous Integration for Contact Form 7 and Zoho plugin allows you to seamlessly connect form submissions from Contact Form 7, WPForms, Elementor Pro, and Formidable Forms with Zoho CRM and Zoho Bigin.

Using this plugin, form submissions can be automatically sent to Zoho as Leads, Contacts, or other supported modules, helping you manage customer data efficiently without manual entry.

Key Features

• Integration with Contact Form 7, WPForms, Elementor Pro, and Formidable Forms
• Supports Zoho CRM and Zoho Bigin
• Secure OAuth-based Zoho authentication
• Create and manage multiple form-to-Zoho feeds
• Field mapping between form fields and Zoho modules
• Test connection and verify Zoho credentials
• Logs for API actions and errors
• Clean uninstall option (optional data removal)

Usage

1. Connect your Zoho account from the plugin settings
2. Select the Zoho service (CRM or Bigin)
3. Create a feed and choose a form (Contact Form 7, WPForms, Elementor, or Formidable Forms)
4. Map form fields to Zoho fields
5. Save the feed
6. Submissions from the selected form will now be sent to Zoho automatically

For Elementor Pro forms, select Elementor as the form type when creating a feed, then choose the page/form widget from the dropdown. Map fields using each Elementor field’s Custom ID where available.

Configuration

The plugin uses a feed-based configuration system, allowing you to control which forms send data to Zoho and how the data is mapped.

Plugin Menu Structure

After activating the plugin, you will see a new menu in the WordPress admin sidebar:

• Zoho CRM Connect
  • Zoho CRM Connect
  • Test Connection
  • Feeds
  • Logs
  • Settings

1. Zoho CRM Connect (Zoho Connection Setup)

1. Go to Zoho CRM Connect → Zoho CRM Connect
2. Choose the Zoho service:
   • Zoho CRM
   • Zoho Bigin
3. Enter your Zoho OAuth credentials (Client ID, Client Secret, Redirect URI)
4. Click Authorize / Connect
5. Once connected, your Zoho account details will be displayed

This step is required before creating any feeds.

2. Test Connection

1. Navigate to Zoho CRM Connect → Test Connection
2. Click the Test Connection button
3. The plugin will verify:
   • OAuth authentication
   • Access token validity
   • Zoho API connectivity

A success or error message will be shown based on the result.

3. Feeds (Core Configuration)

Feeds control how form submissions are sent to Zoho.

Create a New Feed

1. Go to Zoho CRM Connect → Feeds
2. Click Add New Feed
3. Configure the feed as follows:

a) Select Form Type and Form

• Choose the form type: Contact Form 7, WPForms, or Elementor
• Select the form you want to integrate

b) Select Zoho Module

• Select the Zoho module where data should be sent (e.g. Leads, Contacts, Deals, etc.)

c) Field Mapping

• Once the form and module are selected, the Field Mapping section appears
• Map Zoho fields to the selected form fields
• Form fields are shown as dropdown options based on the selected form

Example:

• Zoho Field: Last Name → Form Field: your-name
• Zoho Field: Email → Form Field: your-email
• Zoho Field: Phone → Form Field: your-phone

Mandatory Zoho fields must be mapped before saving the feed.

d) Feed Status

• Enable or disable the feed using the Active / Inactive toggle
• Only active feeds will send data to Zoho

1. Click Save Feed

Once saved and active, submissions from the selected form will be sent to Zoho automatically.

4. Logs

1. Go to Zoho CRM Connect → Logs
2. View API request and response logs
3. Useful for:
   • Debugging failed submissions
   • Checking Zoho API errors
   • Verifying successful record creation

5. Settings

1. Navigate to Zoho CRM Connect → Settings
2. Configure global plugin options such as:
   • Enable / disable logging
   • Delete plugin data on uninstall
3. Save changes as required

External Services

This plugin integrates with Zoho APIs to send form submission data from Contact Form 7, WPForms, and Elementor Pro to Zoho CRM or Zoho Bigin.

API Endpoints and Data Flow

1. Create / Update Records in Zoho

   • API Endpoint: https://www.zohoapis.com/crm/v2/{module}
   • Purpose: Creates or updates records (Leads, Contacts, etc.) in Zoho.
   • How it’s used: When a supported form is submitted, the plugin sends mapped form data to Zoho to create or update a record.

2. OAuth Authentication

   • API Endpoint: https://accounts.zoho.com/oauth/v2/token
   • Purpose: Generates and refreshes Zoho access tokens.
   • How it’s used: The plugin securely authenticates with Zoho using OAuth and refreshes access tokens automatically when required.

3. Retrieve Zoho Account Information

   • API Endpoint: https://www.zohoapis.com/crm/v2/org
   • Purpose: Fetches organization details to confirm a valid Zoho connection.
   • How it’s used: Used during setup and verification of Zoho credentials.

4. Data Handling and Privacy

   • What data is sent: Form submission data such as name, email, phone number, and other mapped fields.
   • When data is sent: Only when a user submits a form that has an active Zoho feed configured.
   • Security: All data is transmitted securely over HTTPS.
   • Privacy & Compliance: Data handling follows Zoho’s privacy standards. Site owners are responsible for GDPR and other legal compliance.

5. Zoho Terms of Service

   • By using this plugin, you agree to Zoho’s:
     • Privacy Policy
     • Terms of Service

Supported Contact Forms

• Contact Form 7 (required)
• WPForms
• Elementor Pro (Form widget)
• Formidable Forms

Plugin Features

• Automatically add new leads, contacts to Zoho upon form submission.
• Configure Zoho API settings directly from the plugin settings Configuration page.
• Customize the contact form, Zoho Modules and fields that map to Zoho attributes.

Why We Built This Plugin

Zoho CRM is a powerful tool for managing customer relationships. By integrating it with popular WordPress form builders, we wanted to make it easier for users to send contact data directly to Zoho and automate the lead management process.

Data Handling & GDPR Compliance

• This plugin collects and stores personal data submitted through forms in the WordPress database and sends that data to Zoho CRM or Zoho Bigin via secure APIs.

• Personal data may include names, email addresses, phone numbers, and other form fields configured by the site administrator. Site owners are responsible for informing users and obtaining consent where required by applicable data protection laws.

Support

For support, please contact us at Centous Support.

For full setup and usage instructions, please read our documentation:
Contact Form 7 and Zoho Integration Documentation

Author

Author: Centous
Website: centous.com