WordPress to Zoho Analytics integration

Supported form plugins and Zoho apps

FormBridge for Zoho connects these WordPress form plugins with your Zoho apps. This guide covers the Zoho Analytics destination.

Before you start

• FormBridge for Zoho Pro is installed and your licence is active.
• Your WordPress form is published and its trigger is set up in FormBridge for Zoho.
• Your Zoho account is authorised for Zoho Analytics under FormBridge for Zoho → Connections. If it isn’t, follow the guide to creating a Zoho connection.
• The workspace and the table already exist in Zoho Analytics, and the table has a column for every form field you want to send.

How to set up a WordPress to Zoho Analytics integration

Once your form trigger and feed details are ready, follow these eight steps.

1. Step 1: Select your account

   Destination › Account

   On the Destination step, open the Account dropdown and choose the Zoho account you authorised under FormBridge for Zoho → Connections. Rows are written into this account’s workspaces.

   No account in the list?

   Use Connect account at the top of the panel, or create the connection first and return to the feed. Learn how to create a Zoho connection.

   

2. Step 2: Select Zoho Analytics as the Zoho app

   Destination › Zoho app

   Open the Zoho app dropdown and select Zoho Analytics. The dropdown lists every app your account is authorised for.

   Zoho Analytics not in the list?

   The connection must include Zoho Analytics. Open FormBridge for Zoho → Connections, choose Edit access for the account, tick Zoho Analytics and reauthorise. Zoho grants only the permissions asked for when a connection is made.

   

3. Step 3: Select the workspace

   Destination › Organization

   The field is labelled Organization, but for Zoho Analytics it lists your workspaces — the containers that hold your tables and reports. Choose the workspace the table lives in.

   The list is read from your account, so a workspace shared with you appears here as well as your own. Use the reload button beside the dropdown if a workspace you have just created isn’t listed yet.

   

4. Step 4: Select the table and what it should do

   Destination › Module

   The Module dropdown lists the tables inside the workspace you picked. Each table appears twice, once for each action:

   • Table “…”: add a row — appends a new row for every submission.
   • Table “…”: update matching rows — changes the rows that already match instead of adding another one.

   The table you choose here decides the Zoho field list on the mapping step: those fields are the table’s own columns.

   

5. Step 5: Set duplicate handling and continue

   Destination › Duplicate handling

   Duplicate handling decides what happens when Zoho Analytics already holds a row for the same person. Tick Update the matching Zoho record instead of creating a duplicate to have the existing row updated; leave it clear and every submission adds a row of its own.

   Tick it for a table that should hold one row per person, such as a subscriber or customer list. Leave it clear for a table that is a log, where each submission is an event in its own right.

   Then click Continue to move on to the mapping step.

   

6. Step 6: Map the form fields to the table columns

   Mapping › Field mapping

   On the Mapping step, give each Zoho field a form field. Both lists load on their own: the Zoho fields are the columns of the table you chose, and the form fields come from your form.

   On each row, leave Source as Form field, pick the form field in the second column, then pick the column it should fill in the Zoho field column — your form’s Name into First Name, Email into Email, Mobile into Mobile, and so on. Use Remove to drop a row you don’t need.

   Match the column type

   Zoho Analytics gives every column a data type. Send a date field into a date column and a number into a number column, or the row can be rejected when the feed runs.

   

7. Step 7: Send fixed values and add more rows

   Mapping › Static value

   Click + Add mapping row to fill more columns. To send the same value with every submission, set Source to Static value: the form field column greys out and you type the value in the Static value box instead.

   This is how you tag rows that the form itself does not collect — a fixed Company Id, say, or a Company name — so you can filter and group on it later in your reports.

   

8. Step 8: Set conditions and create the feed

   Mapping › Conditional logic and Create feed

   Conditional logic lets a feed write a row only for the submissions you want, which keeps a reporting table free of test entries and submissions that don’t belong in it. Turn on Only send when the conditions below match, then build your rules: conditions inside a group must all match, and a record passes if it matches any one group. While the switch is off the feed sends every record it receives, and any rules you have written are kept but not applied.

   Read the full conditional logic guide →

   When the mapping is ready, click Create feed. The feed starts listening to the selected form straight away, so submit the real form once with test data to confirm the whole flow before you point a report at the table.

   

   Delivery logs

   Every delivery, successful or failed, is recorded under FormBridge for Zoho → Logs. Failed deliveries can be sent again with Resubmit.

Verify the integration

1. Submit the real form with a value you will recognise.
2. Check the log under FormBridge for Zoho → Logs and confirm the delivery succeeded.
3. Open the table in Zoho Analytics and find the new row.
4. Check every column, including the static values, and that dates and numbers landed in the right format.
5. Submit again with the same email to confirm duplicate handling behaves the way you set it.

Troubleshooting

Pick the symptom you’re seeing to get the fix.

Still stuck? Email the failed entry from the Logs screen to support@techwavesolutions.net.

Frequently asked questions