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Zoho CRM Integration

Installation

You can install the Zoho CRM Plugin using 2 different ways:

  1. Automatic Installation: You can install a plugin from the backend of your WordPress. Click Here to see how you can do an automatic installation.
  2. Manual Installation: You can install the plugin manually using SFTP or FTP tool as well. Click Here to see how you can do a manual installation.

Obtaining Zoho CRM API keys

To obtain your Zoho CRM Client id, and secret Key, follow these steps:

  1. Register App in Zoho CRM to get a Client ID and Client Secret. For the US, https://api-console.zoho.com/, For AU, https://api-console.zoho.com.au/, For EU, https://api-console.zoho.eu/, For IN, https://api-console.zoho.in/, For CN, https://api-console.zoho.com.cn/, etc…
  2. WP Event Manager Zoho CRM Integration

  3. Log in to Zoho CRM if not logged in to Zoho CRM.
  4. WP Event Manager Zoho CRM Integration

  5. Click on the ‘GET STARTED’ button.
  6. WP Event Manager Zoho CRM Integration

  7. Click on the ‘Server-based Applications’ button.
  8. WP Event Manager Zoho CRM Integration

  9. Client Name: Enter the client name. Like ‘Integration’.
  10. WP Event Manager Zoho CRM Integration

  11. Homepage URL: Enter your site domain. Like https://example.com/
  12. Authorized redirect URIs: Enter the redirect URL. The format is {your site domain}/wp-admin/admin.php?page=wpf_zoho-configuration. Like https://example.com/wp-admin/admin.php?page=wpf_zoho-configuration
  13. Also, you can take ‘Authorized redirect URI’ from the Configuration (‘Admin’ -> ‘WPF – Zoho’ -> ‘Configuration’) tab.
  14. Click on the ‘Create’ button.
  15. WP Event Manager Zoho CRM Integration

Integrating API keys with WordPress at Admin panel

  1. Go to Admin>> Event Manager >> Zoho CRM
  2. WP Event Manager Zoho CRM Integration

  3. Fill in the below details:
    • Event: Select which event do you want to sync the user’s details of, or just select All events.
    • WP Event Manager Zoho CRM Integration

    • Select Product: Select from the available Zoho Products, be it Zoho Crm or Plus, or Begin
    • WP Event Manager Zoho CRM Integration

    • Select Module: Select a Zoho CRM module you want to integrate with the current form, be it leads or contacts. The CRM syncs any entry as either contact or Lead.
    • WP Event Manager Zoho CRM Integration

  4. Select ‘Create Module Record’ or ‘Create/Update Module Record’:

  5. WP Event Manager Zoho CRM Integration

    • Create Module Record: On the form submitted, it will add a record.
    • Create/Update Module Record: If the form submitted email address matches with the existing record, it will update the record. If the form submitted email address does not match with the existing record, it will add a record.
    • CRM Domain: Add your Zoho CRM domain. Domains are https://accounts.zoho.com/, https://accounts.zoho.in/, https://accounts.zoho.eu/, https://accounts.zoho.com.cn/, etc.
    • WP Event Manager Zoho CRM Integration

    • Client ID: Add your Zoho CRM App Client ID.
    • Client Secret: Add your Zoho CRM App Client Secret.
  6. Click on the ‘Save settings button.
  7. WP Event Manager Zoho CRM Integration

  8. You can see the Zoho CRM login page if you are not logged in to Zoho CRM. If not logged in to Zoho CRM, log in to Zoho CRM.
  9. Click on the ‘Accept’ button.
  10. WP Event Manager Zoho CRM Integration

Your Zoho CRM account is synced with the WordPress website.

Zoho CRM further settings.

After the keys are connected, certain settings need to be performed in order to enable the functioning of Zoho CRM.

  1. Select Zoho CRM Sync Type:
    • Auto- When you select the Auto-sync type, the data gets synced automatically. When you select auto sync type, we offer you further 2 options:
    • WP Event Manager Zoho CRM Integration

      1. When New Created: As soon as a new user is registered, it is automatically synced to the Zoho CRM list.

      WP Event Manager Zoho CRM Integration

      2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run, 5 Min, Daily, Weekly, Monthly, or Yearly.

      WP Event Manager Zoho CRM Integration

    • Manual- When you select the Manual sync type, the data gets synced only after the Admin manually syncs the data.
    • WP Event Manager Zoho CRM Integration

    Note: Only after the Admin tick the checkbox to Enable registration sync with Zoho CRM, then the data get synced.

    WP Event Manager Zoho CRM Integration

  2. Field Mapping with Zoho CRM
    • Registration Fields

      The Left-hand fields show you all the fields you generate from the registration form fields. (Wp Admin>> Event Registrations>>Registration forms>> form fields).

      WP Event Manager Zoho CRM Integration

      The right-hand side fields are associated fields in the Zoho CRM form.

      WP Event Manager Zoho CRM Integration

      Please associate the correct attributes that you want to sync from Registration form fields to Zoho CRM form fields.

    • Guest List Fields

      The Left-hand fields show you all the fields you generate from the Guestlist form fields. The right-hand side fields are associated fields in the Zoho CRM form.

      WP Event Manager Zoho CRM Integration

      Please associate the correct attributes that you want to sync from Registration form fields to Zoho CRM form fields.

How To Manually Sync the Data at Admin panel

In order to manually sync the data, the author has to select a manual in the Sync type when setting up the Zoho CRM Plugin.

Manually Sync Registration Data

  1. Go to WP admin >> event registrations >> All registrations
  2. WP Event Manager Zoho CRM Integration

  3. Select the events/ and checkmark the audience to be synced. (the registrations received for the event)
  4. WP Event Manager Zoho CRM Integration

  5. Click on Bulk Action.
  6. Click on Sync with Zoho CRM.
  7. Check the Zoho CRM account.
  8. All the data will be synced.

Also, the status of the user synced can be seen in the Zoho CRM column, as subscribed, just before the user status on the same dashboard.

Manually Sync Guest Data

  1. Go to WP admin >> Guest >> All guest
  2. Select the events/ and checkmark the audience to be synced. (the registrations received for the event)
  3. Click on Bulk Action.
  4. Click on Sync with Zoho CRM.
  5. WP Event Manager Zoho CRM Integration

  6. Check the Zoho CRM account.
  7. All the data will be synced, either in leads or contacts.

Integrating API keys at Frontend for Organizers

The organizers can sync their user’s data from the frontend in their Zoho CRM account.

  1. Go to the Event dashboard >> Zoho CRM >>Settings.
  2. WP Event Manager Zoho CRM Integration

  3. Fill in the below details:
    • Event: Select which event do you want to sync the user’s details of, or just select All events.
    • Select Product: Select from the available Zoho Products, be it Zoho Crm or Plus, or Begin
    • Select Module: Select a Zoho CRM module you want to integrate with the current form, be it leads or contacts. The CRM syncs any entry as either contact or Lead.
  4. Select ‘Create Module Record’ or ‘Create/Update Module Record’:
    • Create Module Record: On the form submitted, it will add a record.
    • Create/Update Module Record: If the form submitted email address matches with the existing record, it will update the record. If the form submitted email address does not match with the existing record, it will add a record.
    • CRM Domain: Add your Zoho CRM domain. Domains are https://accounts.zoho.com/, https://accounts.zoho.in/, https://accounts.zoho.eu/, https://accounts.zoho.com.cn/, etc
    • Client ID: Add your Zoho CRM App Client ID.
    • Client Secret: Add your Zoho CRM App Client Secret.
  5. Click on the ‘Save settings button.
  6. WP Event Manager Zoho CRM Integration

  7. You can see the Zoho CRM login page if not logged in to Zoho CRM. If not logged in to Zoho CRM, log in to Zoho CRM.
  8. Click on the ‘Accept’ button.

Your Zoho CRM account is synced with the WordPress website

Zoho CRM Settings at Frontend

After the keys are connected, certain settings have to be done in terms of how the data should be synced.

  1. Select Zoho CRM Sync Type:
    • Auto- When you select the Auto-sync type, the data gets synced automatically. When you select auto sync type, we offer you further 2 options:
    • WP Event Manager Zoho CRM Integration

      1. When New Created: As soon as a new user is registered, it is automatically synced to the Zoho CRM list.

      WP Event Manager Zoho CRM Integration

      2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run, 5 Min, Daily, Weekly, Monthly, or Yearly.

      WP Event Manager Zoho CRM Integration

    • Manual- When you select the Manual sync type, the data gets synced only after the Organizer manually syncs the data.
    • WP Event Manager Zoho CRM Integration

  2. Select Custom Fields to be synced( Field Mapping)
    • Registration Fields

      The Left-hand fields show you all the fields you generate from the registration form fields. The right-hand side fields are associated fields in the Zoho CRM form.

      Please associate correct attributes that you want to sync from Registration form fields to Zoho CRM form fields.

    • WP Event Manager Zoho CRM Integration

    • Guest List

      If you have a Guest List Addon, You can map the guest list fields as well. The Left-hand fields show you all the fields you generate from the Guestlist form fields. The right-hand side fields are associated fields in the Zoho CRM form.

      Please associate the correct attributes that you want to sync from Registration form fields to Zoho CRM form fields.

      WP Event Manager Zoho CRM Integration

How To Manually Sync the Data at Frontend

In order to manually sync the data, the author has to select a manual in the Sync type when setting up the Zoho CRM Plugin in the event dashboard.

Manually Sync Registration Data

  1. Go to Event Dashboard >> Zoho CRM >> Sync Registrations
  2. WP Event Manager Zoho CRM Integration

  3. Select the event, and press the filter.
  4. Tick mark the attendees to be synced.
  5. Click on Sync.
  6. WP Event Manager Zoho CRM Integration

  7. Check the Zoho CRM account.

All the data will be synced., either in leads or contacts as per selection. Also, the status of the user sync can be seen in the Zoho CRM column, as subscribed.

Manually Sync Guest Data

  1. Go to Event Dashboard >> Zoho CRM >> Sync Guest
  2. WP Event Manager Zoho CRM Integration

  3. Select the event, and press the filter.
  4. Tick mark the guest to be synced.
  5. Click on Sync.
  6. WP Event Manager Zoho CRM Integration

  7. Check the Zoho CRM account.

All the data will be synced., either in leads or contacts as per selection. Also, the status of the user sync can be seen in the Zoho CRM column, as subscribed.

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