Zoho CRM Forms Integration

Purpose:

The purpose of this tutorial is to help you connect your Carrot site to your Zoho account.

What you’ll need:

You’ll need access to your Zoho account.

 

The Tutorial:

Step 1: Click “Content”

Step 2: Click on “Forms” then “Zoho CRM” and then “ZohoCRM Settings”

 

Step 3: Enter your Zoho Account Information

  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 Enter Zoho AuthToken Manually, 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.

Learn More:

If you want to learn more about Zoho as a management and CRM tool check out this overview here.