FormBridge for ZohoLaunch Offer
60%OFF Ends in:
00D: 00H: 00M: 00S

Job Manager to Zoho SalesIQ Integration

Estimated reading: 9 minutes 23 views

FormBridge for Zoho Pro

A Job Manager to Zoho SalesIQ integration sends every record from your WordPress site straight into Zoho SalesIQ, with no copying and pasting and no code.

FormBridge for Zoho connects Job Manager to Zoho SalesIQ through a single feed. This guide covers the complete process in 9 steps, from creating the feed and picking the trigger to configuring the Zoho SalesIQ destination, mapping the fields and testing the result.

Pro feature

The Zoho SalesIQ destination is part of FormBridge for Zoho Pro. See how to buy FormBridge for Zoho Pro.

Supported sources and Zoho apps

FormBridge for Zoho connects these WordPress sources with your Zoho apps. This page follows the Job Manager to Zoho SalesIQ route from start to finish.

WordPress form plugins

  • Elementor Forms
  • Contact Form 7
  • WPForms
  • Gravity Forms
  • Fluent Forms
  • Ninja Forms
  • Forminator Forms
  • Formidable Forms
  • Happyforms
  • SureForms

Zoho apps

  • Zoho CRM
  • Zoho Books
  • Zoho Desk
  • Zoho Bigin
  • Zoho Campaigns
  • Zoho Marketing Automation
  • Zoho Inventory
  • Zoho FSM
  • Zoho People
  • Zoho Creator
  • Zoho Recruit
  • Zoho Projects
  • Zoho Sheet
  • Zoho Sign
  • Zoho Analytics
  • Zoho Cliq
  • Zoho SalesIQ

Before you start

  • WP Job Manager is installed and activated.
  • Your job board is set up and live on the site.
  • FormBridge for Zoho Pro is installed and your licence is active.
  • Your form collects at least an email address, since that is what identifies the visitor in SalesIQ.
  • Your Zoho account is authorised for Zoho SalesIQ under FormBridge for Zoho → Connections. If it isn’t, follow the guide to creating a Zoho connection.

How to connect Job Manager to Zoho SalesIQ

9 steps, from creating the feed to a live record reaching Zoho SalesIQ.

Steps 1–4 · Trigger and details

  1. Step 1: Create a new integration feed

    FormBridge for Zoho › All Feeds

    In your WordPress dashboard, open FormBridge for Zoho, click All Feeds, then click + Add New Feed.

    Job manager Zoho add new feed in FormBridge for Zoho
    Open All Feeds and click + Add New Feed.
  2. Step 2: Select Job Manager as the trigger

    New feed › Trigger app

    From the list of trigger apps, select Job Manager. The feed will now run on your job board data instead of a form.

    Job manager Zoho select trigger in FormBridge for Zoho
    Select Job Manager from the trigger apps.
  3. Step 3: Enter a feed title

    Name this feed › Feed title

    On the Name this feed screen, enter the required information. In the Feed title field, enter a name of your choice.

    Job manager Zoho feed title in FormBridge for Zoho
    Enter a feed title you’ll recognise later.
  4. Step 4: Select your form

    New feed › Form

    From the provided dropdown menu, select the Form you want to connect with FormBridge for Zoho. For example, select Job Manager Employer, then click Continue.

    Each feed sends data to a single Zoho app. To send the same records to a second app, create another feed.

    One feed, one destination

    Each feed sends data to a single Zoho app. To send the same records to a second app, create another feed.

    Job manager Zoho select source in FormBridge for Zoho
    Choose Job Manager Employer, then click Continue.

Steps 5–9 · Destination and mapping

  1. Step 5: Select Zoho SalesIQ as the Zoho app

    Destination › Zoho app

    On the Destination step, open the Zoho app dropdown and select Zoho SalesIQ. The dropdown lists every app your account is authorised for, so scroll down past the record apps to find it.

    Zoho SalesIQ not in the list?

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

    Zoho SalesIQ select app in FormBridge for Zoho
    Selecting Zoho SalesIQ as the Zoho app.
  2. Step 6: Select the module

    Destination › Module

    Open the Module dropdown and choose Visitor: set name, email, phone and details. SalesIQ has this one module, so there is nothing to weigh up — it is what sends the submitted details across as the visitor’s identity.

    Click Continue to move on to the mapping step.

    Zoho SalesIQ select module in FormBridge for Zoho
    Choosing the visitor module, then continuing.
  3. Step 7: Map the visitor fields

    Mapping › Field mapping

    On the Mapping step, give each Zoho field a form field. Both lists load on their own: the Zoho fields come from the module, and the form fields from your form.

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

    Map email first

    Email is what ties the submission to a visitor in SalesIQ. Map it even if you map nothing else.

    Field mapping for the Job Manager to Zoho SalesIQ integration in FormBridge for Zoho
    Mapping the form’s name and email to the visitor fields.
  4. Step 8: Send fixed values and add more rows

    Mapping › Static value

    Click + Add mapping row to fill more visitor fields. To send the same value every time, set Source to Static value: the form field column greys out and you type the value in the Static value box instead — a shared Phone number, for instance, on a form that doesn’t ask for one.

    A static value is the same for everyone

    Use a static phone number only when it genuinely belongs to every submission. If the form collects a phone number, map the form field instead, or every visitor in SalesIQ ends up with the same one.

    Zoho SalesIQ static value mapping in FormBridge for Zoho
    Sending a fixed phone number with a static value.
  5. Step 9: Set conditions and create the feed

    Mapping › Conditional logic and Create feed

    Conditional logic lets a feed send only the submissions you want. 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 and check the visitor in SalesIQ.

    Zoho SalesIQ conditional logic create feed in FormBridge for Zoho
    Setting conditional logic, then creating the feed.
    Delivery logs

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

Good to know
  • One feed listens to exactly one form. For a second form, create a second feed.
  • Changing the app or module after mapping clears the mapping rows, so set those first.
  • SalesIQ is about identifying the person chatting on your site. If you also want a CRM or Desk record from the same submission, add a separate feed for it.

Verify the integration

  1. Submit the real form with your own name and email address.
  2. Check the log under FormBridge for Zoho → Logs and confirm the delivery succeeded.
  3. Open Zoho SalesIQ and find the visitor.
  4. Check the details: the name, email, phone and anything else you mapped.
  5. Submit again with a different name to confirm the feed keeps working.

Troubleshooting

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

Nothing reaches Zoho SalesIQ

Likely cause
The feed never ran, or SalesIQ rejected the request.
How to fix it
Open FormBridge for Zoho → Logs. No entry means the trigger didn’t fire, so check the form selected on the Trigger step. A failed entry shows the error SalesIQ returned.

Zoho SalesIQ missing from the dropdown

Likely cause
The connection was authorised before SalesIQ was added.
How to fix it
Open Connections → Edit access for the account, tick Zoho SalesIQ and reauthorise.

The module list is empty

Likely cause
The list was loaded before the app was fully authorised.
How to fix it
Use the reload button beside the Module dropdown. If it stays empty, reauthorise the connection with SalesIQ ticked.

The visitor has no name or email

Likely cause
The mapped form field was empty on that submission.
How to fix it
Check the mapping rows point at the right form fields, and make those fields required on the form itself so they are never blank.

Every visitor has the same phone number

Likely cause
Phone is mapped as a static value.
How to fix it
Change that row’s Source back to Form field and pick the form’s phone field, or remove the row.

A Zoho field is missing from the list

Likely cause
The field list was loaded before the module was selected.
How to fix it
Go back to the Destination step, reload the Module list, select the module again and return to the mapping step.

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

Frequently asked questions

Do I need a form plugin for this?

No. Job Manager is the trigger itself, so no separate form plugin is involved. Form plugins are only needed when the data comes from a form.

Can I send Job Manager data to several Zoho apps?

Yes. Create one feed per Zoho app and select Job Manager as the trigger in each feed.

Do I need coding for the Job Manager Zoho integration?

No. FormBridge for Zoho is set up entirely from its settings screens. You select the trigger, pick a Zoho app and map the fields without writing any code.

How do I check that the data reached Zoho?

Run a test submission on your job board, then open FormBridge for Zoho → Logs. Every delivery is listed with its result, and failed deliveries can be resubmitted.

What does the Zoho SalesIQ destination do?

It sends the visitor’s details — name, email, phone and anything else you map — to Zoho SalesIQ when the form is submitted, so the chat record carries a real identity instead of an anonymous visitor.

How many modules does Zoho SalesIQ have?

One: Visitor: set name, email, phone and details. The Module dropdown holds that single option, so there is nothing to choose between.

Why is there no Organization dropdown for Zoho SalesIQ?

SalesIQ does not use one in FormBridge. The destination row goes straight from the Zoho app to the module.

Can I send a value that is not on the form?

Yes. Set Source to Static value on a mapping row, leave the form field column empty and type the value in the Static value box. It is sent with every submission.

Which fields should I map first?

Email is the one that matters most, because it identifies the visitor. Map name next, then phone and any further details you collect.

Setting this up with a different trigger or a different Zoho app? Start from the matching guide.

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

Share this Doc

Job Manager to Zoho SalesIQ Integration

Or copy link

CONTENTS
Get Free Consultation

Subscribe

×
Cancel