WPForms Zoho Marketing Automation Integration: Connect and Create Leads Automatically.

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WPForms  is the best AI-powered WordPress forms plugin, trusted by over 6,000,000+ users. Easily create powerful WordPress forms with our AI + drag & drop online form builder.

FormBridge for Zohois a handy WordPress plugin that lets you connect WPForms to Zoho Marketing Automation without coding. You can link up any of ten popular form plugins, including Elementor 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 WPForms as a trigger, and send every new submission into Zoho Marketing Automation as a Lead automatically

Setup WPForms Integrations With Zoho Marketing Automation

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

ADD New Feed- WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation 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- WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation Integration: Connect and Create Leads Automatically. note-icon

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

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

Enabled- WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation 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 WPForms.

Form plugin- WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation 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 Marketing Automation, for example Contact Me and then click Next.

Select form- WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation 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 Marketing Automation.

Zoho app- WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation 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 Zoho → Connections.

Click Here How to Create connections →

Connected account-WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation Integration: Connect and Create Leads Automatically. note-icon

From the Mailing List dropdown menu,select your module where you want to add your.

Mailing list -WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation Integration: Connect and Create Leads Automatically. note-icon

From the Subscription Type dropdown menu, select the subscription status for your new leads.

Subscription type-WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation Integration: Connect and Create Leads Automatically. note-icon

From the Associate contacts with the following Topics field, Select the topic where you want to add your new data

Associate contact-WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation 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- WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation 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 Marketing Automation module. Since we selected Customers/Contacts, the Contact Name field is required in Zoho Marketing Automation. Make sure to map your form’s Contact Name field to the corresponding Zoho Marketing Automation 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- WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation Integration: Connect and Create Leads Automatically. note-icon

From the mapping, you can also set a static field value if needed.

Add mapping row- WPForms Zoho Marketing Automation Integration
WPForms Zoho Marketing Automation Integration: Connect and Create Leads Automatically. note-icon

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

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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 WP form. If you have two WPForms that should both go to FormBridge for Zoho, 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.
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