Zoho Marketing Automation

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.