WordPress to Zoho Bigin Integration
A WordPress to Zoho Bigin integration sends each form submission to Zoho Bigin automatically, so new contacts appear in your CRM without manual entry or code.
This guide shows how to set up the Zoho Bigin action in FormBridge for Zoho: choose Bigin and your module, turn on the duplicate check, map your form fields, then create and test the feed.
Supported form plugins and Zoho apps
FormBridge for Zoho is a WordPress plugin that connects your form plugin to Zoho apps without code. This guide covers the Zoho Bigin action.
WordPress form plugins
- Elementor Pro Forms
- Contact Form 7
- WPForms
- Gravity Forms
- Fluent Forms
- Ninja Forms
- Forminator
- Formidable Forms
- HappyForms
- SureForms
Zoho apps
- Zoho CRM
- Zoho Bigin
- Zoho Books
- Zoho Desk
- Zoho Campaigns
- Zoho Marketing Automation
Before you start
- Your WordPress form is published and its trigger is set up in FormBridge for Zoho.
- Your Zoho account is connected under FormBridge for Zoho → Connections. If it isn’t, follow the guide to creating a Zoho connection.
- You know which Zoho Bigin module should receive the data, and your form collects that module’s required fields.
How to connect WordPress forms to Zoho Bigin
Once your form trigger is ready, follow these six steps.
Step 1: Select Zoho Bigin as the Zoho app
Zoho Destination tab › Zoho AppOn the Zoho Destination tab, open the Zoho App dropdown and select Zoho Bigin.
Selecting Zoho Bigin as the destination app. Step 2: Select your connected account
Zoho Destination tab › Connected accountChoose the Zoho account you connected under FormBridge for Zoho → Connections.
No account in the list?Create a connection first, then return to the feed. Learn how to create a Zoho connection.
Choosing the connected Zoho account. Step 3: Select the Zoho Bigin module
Zoho Destination tab › Module / resourceFrom the Module / resource dropdown, choose the Bigin module that should receive your form data. To add new people from a contact form, choose Contacts.
Choosing the Zoho Bigin module that receives the data. Step 4: Turn on the duplicate check
Zoho Destination tab › Duplicate CheckThe duplicate check looks for an existing Bigin record that matches the submission, based on email, name or another field. When it finds a match, FormBridge updates that record instead of creating a new one.
Turn it on if you want existing records updated, then click Next.
Turning on the duplicate check to update existing records. Step 5: Map your form fields
Mapping step › Field MappingMatch each WordPress form field to the Zoho Bigin field that should store its value. Click Add Mapping Row to map more fields.
Required fieldsEach Bigin module has its own required fields. For Contacts, map a value to Last Name. If a required field is empty, Bigin won’t create the record.
Mapping WordPress form fields to Zoho Bigin fields. Step 6: Create the feed and test it
Mapping step › Create feedIf a Bigin field should always get the same value, set a static value in its mapping row instead of choosing a form field. When the required fields are mapped, click Create feed.
Adding a static value and creating the feed. Submit the selected form with test data to confirm the connection works.
Delivery logsEvery delivery, successful or failed, is recorded under FormBridge for Zoho → Logs. Failed deliveries can be sent again with Resubmit.
- One feed listens to exactly one form. If two forms should send data to Zoho Bigin, create two feeds.
- Changing the Zoho app, account or module after mapping clears the mapping rows, so set those first.
- To see exact Zoho Bigin field API names, go to FormBridge for Zoho → Connections and click Modules & Fields for the account.
Verify the integration
- Submit a test entry using an email address you can recognise.
- Check the log under FormBridge for Zoho → Logs and confirm the delivery succeeded.
- Find the record in the Bigin module you selected by searching for the test email.
- Check the values, including any static values.
- Test the duplicate check, if it’s on, by submitting the same email again. The existing record should update.
Troubleshooting
Pick the symptom you’re seeing to get the fix.
No record is created
- Likely cause
- A required field isn’t mapped.
- How to fix it
- Map every required field for the selected module, then check the Logs screen for the error returned by Zoho Bigin.
Mapping rows cleared
- Likely cause
- The app, account or module changed after mapping.
- How to fix it
- Set the app, account and module first, then map the fields.
Duplicate records
- Likely cause
- The duplicate check is turned off in the feed.
- How to fix it
- Turn on the duplicate check in Step 4 and choose a match field, such as email.
Field name not found
- Likely cause
- The API name doesn’t exist in the selected module.
- How to fix it
- Check the correct name under FormBridge for Zoho → Connections → Modules & Fields.
Still stuck? Email the failed entry from the Logs screen to support@techwavesolutions.net.
Frequently asked questions
Which Zoho Bigin module should I choose?
Choose the module where the form data belongs. For contact or enquiry forms, Contacts is the usual choice. Required fields differ by module, so map every required field for the module you pick.
Can FormBridge update existing Bigin records?
Yes. Turn on the duplicate check in Step 4. FormBridge then looks for a matching record, for example by email, and updates it instead of creating a new one.
Can two forms send data to Zoho Bigin?
Yes. Each feed listens to exactly one form, so create a separate feed for each form.
Where do I find Zoho Bigin field API names?
Go to FormBridge for Zoho → Connections and click Modules & Fields for the connected account.
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FormBridge for Zoho is a handy WordPress plugin that connects the form plugin you already use to your Zoho apps without needing to write any code. You can link up any of ten popular form plugins, including Elementor Pro Forms, Contact Form 7, WPForms, and Gravity Forms, with six Zoho apps: Zoho CRM, Zoho Bigin, Zoho Books, Zoho Desk, Zoho Campaigns, and Zoho Marketing Automation.
In this guide, we’ll show you how to automatically create new Contacts/Customers in Zoho Bigin from your form submissions.
You’ll now arrive on the Zoho Connection tab. Here, first select Zoho app from the dropdown menu select Zoho Bigin.
Now select the Connected account that you have already created. If you haven’t created one yet, set that up first under FormBridge for Zoho → Connections.
Click Here How to Create connections →
From the Module / resource dropdown menu, select the module where you want to send your form submission data.
In the Duplicate Check field, you can check for duplicate records and update an existing record in Zoho if a match is found based on email, name, or other fields. Enable this option if you want to update existing records. Then, click Next.
Field Mapping: Here, you need to map your form fields to the corresponding fields in the selected Zoho Books module. Since we selected Customers/Contacts, the Contact Name field is required in Zoho Books. Make sure to map your form’s Contact Name field to the corresponding Zoho Books field.
The required fields may vary depending on the module you select, so make sure to map all required fields accordingly. You can also click the Add Mapping Row button to map additional form fields.
From the mapping, you can also set a static value if you want, instead of mapping it to a form field.
Once your necessary fields are mapped, click on the Create feed button.
Now, to check your connection, go and submit the form that you selected for this integration. Then you can see the status from the timeline.
Info
Every delivery, success or failure, is recorded on the FormBridge for Zoho → Logs screen, with a one-click Resubmit option for anything that failed.
Note
- One feed always listens to exactly one Elementor Pro forms. If you have two Elementor Pro forms that should both go to Zoho Bigin, create two feeds.
- Switching the Zoho app, account, or module after you’ve already mapped fields will clear the mapping rows below map fields again after changing any of these.
- To find the exact Zoho Bigin field API names, go to FormBridge for Zoho → Connections and use the Modules & fields button for that account.
