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Zoho

Pro

Create and update Zoho CRM records from your forms, in whichever data centre your account lives in.

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One licence covers every Pro plugin

What Zoho connects, and what travels between them.

Form entry

module fields, owner, source

Zoho

CRM record

Version
1.0.0
WordPress
6.5+
PHP
7.4+
Tested up to
7.1
Licence
GPLv3

What it does

Leads, contacts, whichever module

Choose the module the form writes to and map onto the fields that module actually has, rather than a fixed lead shape.

Every data centre

Europe, India, Australia, Canada, China, Japan, Saudi Arabia, Singapore, the UK and the US — pick yours and the delivery talks to the right host.

OAuth, refreshed for you

Authorise once. The refresh token is kept server-side and renewed before it expires, so the connection does not quietly lapse.

Getting it working

  1. 01

    Register a Zoho client

    Create a self-client in the Zoho API console and copy its client ID and secret into the xpac settings screen.

  2. 02

    Choose your data centre

    Pick the region your Zoho account was created in, then authorise the connection.

  3. 03

    Map the module fields

    Add the Zoho delivery to a form, choose the module, and match form fields to its fields.

Every setting

What you can configure, and where it lives. Site settings apply everywhere; the rest are set on the form itself.

Setting Scope Notes
App Client ID Site setting From the Zoho API console.
App Client Secret Site setting Write-only.
App Data Center Site setting .eu, .in, .com.au, .ca, .com.cn, .jp, .sa, .sg, .uk or .com
Module Per delivery Leads, Contacts, or any module you use.
Field mapping Per delivery Read live from the module.

Questions

Ask support
Which data centre am I on?

Look at the domain you sign in to. If it ends .eu you are on Europe, .in on India, and so on. Choosing the wrong one fails to authorise rather than writing to the wrong place.

Do I need a paid Zoho CRM plan?

You need a plan whose API access is enabled. Zoho’s free edition includes a limited API allowance that is enough for most forms.

What happens when the token expires?

It is refreshed automatically. If the refresh itself fails, the delivery records the error on the entry and you reauthorise from the settings screen.

Can I update an existing record instead of creating one?

Yes. Nominate a field to match on, and a matching record is updated rather than duplicated.

More in Marketing & CRM

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Pro SendGrid Send form submissions as SendGrid emails built from one of your dynamic templates, and add the people who submit to a SendGrid marketing list. Pro Mailchimp Add the people who fill in your forms to a Mailchimp audience, with form fields mapped onto the fields of that audience. Pro TouchBasePro Add the people who submit your forms to a TouchBasePro subscriber list, filling the list custom fields from the answers you mapped.

Start using Zoho

One licence covers every Pro plugin

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