Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically.

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Ninja Forms You can build beautiful WordPress forms without being a developer or web designer. Use Ninja Forms to build professional forms in minutes, no code required!

FormBridge for Zoho is a handy WordPress plugin that lets you connect Ninja Forms to Zoho Bigin without coding 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 use Ninja Forms as a trigger, and send every new submission into Zoho Bigin as a Lead automatically

Setup Ninja Forms Integrations With Zoho Bigin

First, go to your FormBridge for Zoho dashboard, click on Forms, and then + Add New Feed.

Add New Feed-  Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

On the add feed screen,fill in the necessary information. Put your desired name in Feed title.

Feed title- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

Then you need to make sure Enabled (Send Submissions for this feed) is turned on.

note-icon  Note

If this option is disabled, submission data from the selected form will not be sent to Zoho.

Select Enabled- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

After that, the most important thing is to select your trigger. In this case, we are selecting Ninja Forms.

Form plugin- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

Once you select the trigger, you can see the form list in the form dropdown. Select the form that you want to use for sending data to Zoho Bigin, for example Contact Me and then click Next.

Select form- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

You’ll now arrive on the Zoho Connection tab. Here, first select Zoho app from the dropdown menu select Zoho Bigin.

Zoho app- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

Now select the Connected account that you have already created. If you haven’t created one yet, set that up first under FormBridge for ZohoConnections.

Click Here How to Create connections →

Connected account- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

From the Module / resource dropdown menu, select the module where you want to send your form submission data.

Select Module- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

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.

Duplicate check- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

Field Mapping: Here, you need to map your form fields to the corresponding fields in the selected Zoho Bigin module. Since we selected Customers/Contacts, the Contact Name field is required in Zoho Bigin. Make sure to map your form’s Contact Name field to the corresponding Zoho Bigin 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.

Field mapping- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

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.

Add mapping row- Ninja Forms Zoho Bigin Integration
Ninja Forms Zoho Bigin Integration: Connect and Create Leads Automatically. note-icon

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.

note-icon  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-icon  Note

  • One feed always listens to exactly one Ninja forms. If you have two Ninja 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.  
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