Zoho Marketing Automation
A WordPress to Zoho Marketing Automation integration sends each form submission to Zoho Marketing Automation automatically, so new leads join your mailing lists without manual entry or code.
This guide shows how to set up the Zoho Marketing Automation action in FormBridge for Zoho: choose your connected account and the app, pick a mailing list, subscription type and topics, 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 Marketing Automation 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, collects an email address, 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 mailing list, subscription type and topics new leads should get in Zoho Marketing Automation.
How to connect WordPress forms to Zoho Marketing Automation
Once your form trigger is ready, follow these eight steps.
Step 1: Select your connected account
Zoho connection step › Connected accountOn the Zoho connection step, open the Connected account dropdown and choose 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 2: Select Zoho Marketing Automation as the Zoho app
Zoho connection step › Zoho AppNext, open the Zoho App dropdown and select Zoho Marketing Automation.
Selecting Zoho Marketing Automation as the Zoho app. Step 3: Select the mailing list
Zoho connection step › Mailing ListFrom the Mailing List dropdown, choose the list that new leads should be added to.
Choosing the mailing list for new leads. Step 4: Select the subscription type
Zoho connection step › Subscription TypeFrom the Subscription Type dropdown, choose the subscription status for your new leads.
Choosing the subscription type. Step 5: Associate contacts with topics
Zoho connection step › TopicsIn the Associate contacts with the following Topics field, select the topic that new contacts should be added to.
Choosing the topics for new contacts. Step 6: Turn on the duplicate check
Zoho connection step › Duplicate CheckThe duplicate check looks for an existing Zoho Marketing Automation 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 leads. Step 7: Map your form fields
Mapping step › Field MappingMatch each WordPress form field to the Zoho Marketing Automation field that should store its value. Click Add Mapping Row to map more fields.
Required fieldsMap your form’s email field to the lead email field in Zoho Marketing Automation. Map any other fields marked as required too, or the lead won’t be added.
Mapping WordPress form fields to Zoho Marketing Automation fields. Step 8: Create the feed and test it
Mapping step › Create feedIf a Zoho Marketing Automation 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 leads to Zoho Marketing Automation, create two feeds.
- Changing the Zoho app, account or mailing list after mapping clears the mapping rows, so set those first.
- To see exact Zoho Marketing Automation 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 lead in Zoho Marketing Automation and confirm it’s in the mailing list and topics you selected.
- Check the values, including the subscription type and any static values.
- Test the duplicate check, if it’s on, by submitting the same email again. The existing lead should update.
Troubleshooting
Pick the symptom you’re seeing to get the fix.
No lead is added
- Likely cause
- A required field, such as email, isn’t mapped.
- How to fix it
- Map the email field and any other required fields, then check the Logs screen for the error returned by Zoho Marketing Automation.
Lead in the wrong list or topic
- Likely cause
- A different mailing list or topic was selected in the feed.
- How to fix it
- Edit the feed and choose the correct mailing list in Step 3 and topic in Step 5.
Mapping rows cleared
- Likely cause
- The app, account or list changed after mapping.
- How to fix it
- Set the account, app and mailing list first, then map the fields.
Duplicate leads
- Likely cause
- The duplicate check is turned off in the feed.
- How to fix it
- Turn on the duplicate check in Step 6 and choose a match field, such as email.
Field name not found
- Likely cause
- The API name doesn’t exist for the selected app.
- 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
What do Mailing List and Topics control?
Mailing List chooses which Zoho Marketing Automation list new leads join. Topics associates those contacts with the topics you select.
Can FormBridge update existing Zoho Marketing Automation leads?
Yes. Turn on the duplicate check in Step 6. FormBridge then looks for a matching lead, for example by email, and updates it instead of creating a new one.
Can two forms send leads to Zoho Marketing Automation?
Yes. Each feed listens to exactly one form, so create a separate feed for each form.
Where do I find Zoho Marketing Automation field API names?
Go to FormBridge for Zoho → Connections and click Modules & Fields for the connected account.
Zoho Marketing Autmation Our automation software empowers you to create targeted campaigns across channels, that engage and convert your audience. Try it today and see the results.
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 send new leads to Zoho Marketing Automation from your form submissions.
You’ll now arrive on the Zoho Connection tab. Here, first select Zoho app from the dropdown menu select Zoho Marketing Automation.
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 Mailing List dropdown menu,select your module where you want to add.
From the Subscription Type dropdown menu, select the subscription status for your new leads.
From the Associate contacts with the following Topics field, Select the topic where you want to add your new 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 field value if needed.
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 Marketing Automation, 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 Marketing Automation field API names, go to FormBridge for Zoho → Connections and use the Modules & fields button for that account.
