Connect SureForms to Zoho Campaigns with FormBridge for Zoho

SureForms The best WordPress Form Plugin to create Contact Form, Feedback Form, Event RSVP Form, Payment Form, Quizzes, Surveys, and much more in minutes using AI!

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 use SureForms as a trigger, and send every new submission into Zoho Campaigns as a Lead automatically

Setup Sure Forms to Zoho Campaigns Integration

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

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

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

After that, the most important thing is to select your Trigger. In this case, we are selecting SureForms.

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 Campaigns, for example SureForms and then click Next.

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

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 →

Select your target Mailing List from the dropdown menu to sync and categorize your form subscribers automatically

Choose the suitable Subscription Type from the dropdown menu to define the email permission level for incoming subscribers.

Select the Topic(s) you want to associate with your contacts. This ensures subscribers only receive emails about topics they chose, keeping your campaigns target-driven.

Enter or select Contact Tags to categorize your new subscribers. Tags help you segment your contacts easily based on the form they submitted or their lead source.

From the Duplicate check field, you can check for duplicate contacts and update existing records in Zoho Campaigns based on email, contact name, or other identifier fields. Check box Match by Email and/or Match by Phone a subscriber counts as a match if they share the same email OR phone number. Then click Next.

Field Mapping: Here you need to map your form fields to the matching fields in the Leads module in Zoho Campaigns. The “Contact Mail” field is required, so make sure to map your form’s Email field to it. You can also click the “Add mapping row” button to map additional fields.

From the mapping options, you can also enter a Static Value if preferred, instead of mapping directly 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.