The Zoho CRM extension for Ninja Forms enables you to easily use your Ninja Forms to collect information from your website’s visitors and send it to your Zoho Customer Relationshop Manager application. As you may already know, a CRM helps you convert more leads into actual sales with tools that keep you more organized and better prepared put your best foot forward with each potential client.
You’ll design your own “Contact Us” form using Ninja Forms and then tell it what information from the form you want sent to your Zoho account. Here are the steps to follow.
The Zoho Authorization Token is a security code that lets Zoho know that your website’s Ninja Form has permission to send information to it. You can create it by going to the setup menu item while logged into your Zoho CRM account. (Additional help on creating the token follows below the plugin instructions.)
Mapping is the process of telling Ninja Forms which information from the form goes where in your Zoho CRM account.
Those three steps are all it takes to make your Ninja Form connect to your Zoho CRM account! Here are some strategies to help you get the most out of this extension.
As of version 1.5, you can now trigger workflow rules you have set up in Zoho. Map a hidden field to "Trigger Workflows" and set the default value to "true." To disable workflows, remove the field from your form.
Also in 1.5, you can turn on Approvals for Contacts and Leads. Map a hidden field to the "Requires Approval" field and set its value to "true". To disable approvals, remove the field
Potentials and Tasks have date fields to set the closing date and due dates, respectively. You have three options on how to set them.
If you wish to use a set date, you may use a text field with the date picker option (for site visitor entry) or a hidden field with a specific date you choose as the default date. These must be set as mm/dd/yyyy.
If you wish to set the date a certain time interval from when the form is submitted, use a hidden field and set its default value to the time interval you wish. For example, "3 days" , "4 weeks" , "6 months"
If you are having trouble finding and/or creating your authorization token, you can copy and paste this line into your browser and then replace “your_zoho_username” and “your_zoho_password” with your login credentials:
https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=your_zoho_username&PASSWORD=your_zoho_password
You’ll see on the page a line that says “AUTHTOKEN=” followed by an insanely long series of letters and numbers. Copy and paste this series of numbers into the Authorization Token field on the Zoho CRM settings page.