Zoho CRM Forms Integration

Here’s how to integrate Zoho CRM into your forms.

Step 1: Click the “Zoho CRM” under Forms

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Step 2: Click the “ZohoCRM Settings” Link

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Step 3: Enter your Zoho Information

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  1. Zoho CRM lead owner [email]:  Enter Zoho CRM Lead owner email address
  2. Zoho CRM username [email]:  Enter Zoho CRM username email
  3. Zoho CRM password:  Enter Zoho CRM password
  4. Check No to both Approval Mode and Workflow Mode for now. You can always change them later.
  5. Click Save Zoho Settings

Step 4: Click “Map Form Fields”

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Step 5: Configure Your Form

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  1. Select which form you would like to edit
  2. Specify each field as you would prefer it to be mapped to your Zoho account.
  3. For custom fields, click on the Zoho Field Mapping select dropdown and scroll all the way to the bottom of the list to select the custom field option.
  4. Click Save Zoho Mappings when finished.

Step 6: Done!

You should now be all setup with Zoho CRM integration.

Note: If you decide to test your new Zoho form, be sure to use a valid email, as Zoho filters fake emails.