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Zoho

Zoho CRM is a cloud-based CRM software that helps businesses of any size and type to manage sales, marketing, and customer support. With Forms Bridge you can get your forms bridged to its leads pipelines and contacts address books.

The addon

In Zoho CRM, data is organized into different modules. Each module represents a specific business aspect and performs different operations to achieve a common business goal. Also, each module stores a specific type of data. This modules are available as REST-like HTTP APIs.

To talk with this API the addon uses a modified version of the generic REST API bridge of Forms Bridge. In addition, the addon comes with a suit of templates and workflow jobs to bridge your WordPress forms to the resources like contacts, accounts, deals and meetings.

Credential

The Zoho CRM API utilizes the OAuth 2.0 protocol for authorization. The open standard authorization protocol provides a secure connection between third-party applications and Zoho CRM. To perform this kind of authentication, the addon’s bridges requires a credential. These credentials consists of three values:

  1. Organization ID: The ID of your CRM’s organization. To get this ID you have to go to your organization dashbord, then open your profile panel on the right side and click on the copy icon near to the ID of your user. The organization ID will be added to the clipboard in addition to the ID of the user.
  2. Client ID: Go to Zoho API Console and register a new Self Client client. Once registered, you can get its ID from the Client Secret tab.
  3. Client Secret: Go to Zoho API Console and register, if you have not done it yet, new Self Client client. Once registered, you can get its secret value from the Client Secret tab.

Forms Bridge uses Self Client and the client credentials flow to get authenticated against the Zoho OAuth service. There are other type of client / authentication flows available, but only the Self Client is supported by Forms Bridge. Check out the official documentation for more details.

Backend

To configure the Zoho CRM API as a backend you only have to register a new backend with a unique name and a URL with https://www.zohoapis.com as value. Because credentials are handled independently from the backend setting, the backend does not need more than this. Let’s go!

The last part (TLD) of the URL may change depending on your geographic location. Zoho has multiple data centers on different regions identified by different URLs. Check that your backend URL ends the same as your dashboard URL. See the available data centers and the serviced regions.

Bridges

The addon’s bridge is an extension of the REST API. Because of this they looks so similar. Like the REST API bridge, the addon’s bridge requires, in addition to the common fields (name, backend, form) an endpoint and an HTTP method.

The bridge endpoint has to exists on the API. To get a comprehensive list of the available endpoints you can check the official documentation. For example, to get your leads form bridged you have to set the bridge endpoint to /crm/v7/Leads.

The bridge allows you to use 4 HTTP methods (GET, POST, PUT, DELETE). In most cases you only want to use the POST method as it is the standard method to write entries on a system through a REST API.

Templates

The addon comes packed with the following templates:

  • Company Contacts 🔎
    Contact form for companies template. The resulting bridge will convert form submissions into new contacts linked to company accounts.

  • Company Leads 🔎
    Lead form template. The resulting bridge will convert form submissions into company leads.

  • Contacts 🔎
    Contact form template. The resulting bridge will convert form submissions into contacts.

  • Leads 🔎
    Lead form template. The resulting bridge will convert form submissions into leads.

  • Meetings 🔎
    Meetings form template. The resulting bridge will convert form submissions into events on the calendar linked to new leads.

Workflow jobs

The addon comes packed with the following workflow jobs: