Zoho CRM Lead Magnet

Description

Websites are one of the most important sources of leads for your business. That means your CRM system should be well integrated with your website to contextually capture each and every visitor to turn them into a lead.

Introducing the Zoho CRM Lead Magnet plugin for WordPress. This lets you create webforms, embed them in your website, and automatically capture leads directly into your CRM with zero attenuation.

Not only is the integration easy to set-up but it’s also easy on your wallet.

Overall usage flow

1. Install the Zoho CRM forms plugin from the WordPress plugin Marketplace.
2. Create a form using Zoho CRM webforms or Contact form 7 plugin.
3. Configure the settings for your form.
4. Use the short code to embed the form.
5. A prospect’s information is automatically captured upon entering your site. All that’s left is lead nurturing.

For businesses that want to maximize their websites, the Zoho CRM Lead Capture plugin for WordPress CMS is an ideal solution.

Key features

Two forms, one solution

This plugin works well with forms created using Zoho CRM and Contact 7 Form plugin.

Light on code

Creating a form is incredibly simple and the entire process of establishing an integration involves a few drag-drops and copy-pastes. Simply create, embed, and capture.

Capture leads and more

Using this plugin not only lets you capture leads but also additional custom modules you create for unique business needs.

Capture. nurture. win.

The Information entered in a website’s form is automatically pushed into Zoho CRM with zero attenuation. Now you never miss out on another lead.

Light on your purse

The plugin is absolutely free of cost. No hidden fees, no additional costs. All you need is a website hosted with WordPress and a Zoho CRM account.

Special mail-tags support

1. [_url]
2. [_site_title]
3. [_site_description]
4. [_site_url]

For examples
[hidden get-url default:_url]
[hidden site_title default:_site_title]
[hidden site-description default:_site_description]
[hidden site-url default:_site_url]

Please feel free to contact us for any further assistance: [email protected]

Screenshots

Installation

1. Install the WordPress plugin from WordPress Marketplace. Upload the plugin folder to the /wp-content/plugins/ directory or install via the Add New Plugin menu.
2. Activate the plugin through the ‘Plugins’ menu in WordPress.
3. Once you activate your Zoho CRM forms plugin, you’ll be asked to authenticate access from Zoho CRM. To do that, simply enter the username and password of your CRM account.

The plugin installation is now complete and the integration between Zoho CRM forms and WordPress is established.

Reviews

The latest update still has lingering issues.

momokichi February 6, 2024

I encountered a significant issue when using the Zoho CRM Lead Magnet plugin (version 1.7.8.4) in conjunction with ContactForm7 5.8.6 on WordPress. Upon activating the Zoho CRM Lead Magnet plugin without even configuring form field mappings, the email sending functionality becomes disabled, resulting in a 503 error response upon submission.This problem specifically arises in environments with PHP version 8.0.30.

Not ready for publication

evanrj November 23, 2023

There is no way to remove a field from a form. (According to their support person) So, once you add a field, the only way to remove it is to start over. There is no hidden field support – like every other major form plugin. Upon asking support, was told that this would require modifying the wordpress code(?) and to talk to wordpress. (according to their support) Good concept – a form plugin that directly integrates to the CRM. It fails in the fact that it was developed by people who do not know how to write plugins and a support team that doesn’t understand them. At best this could be considered a beta version, but given the lack of ability to remove fields and the clunky interface, it is probably closer to alpha. What is worse is that if you ask for support, there is a 50% chance that you are told that Zoho is not the producer of the plugin and you have to get to someone who knows better. Avoid. Run away. Do not use.

Misspellings – Unreliable

andyp05 November 16, 2022 1 reply

“How to create client id and Screct key” on setup screen. User confirmation message, “Thank yous. The data has been submitted successfully.” Embarrassing for a large company to put this out.

Download Old versions Missing .

gautamsuneja August 12, 2022

How to download the old versions of this plugin

Unreliable, Poor Support – Do Not Use

MisterZookeep April 30, 2021

I discourage anyone from using this plugin. When it works, it does what it should. When it breaks, don’t rely on Zoho for support. During two years of using the plugin, I’ve repeatedly been told by Zoho that it is simply not a Zoho product. Of course, it is managed and produced by the Zoho extensions team. And of course, occasionally I find someone at the Zoho Extensions team with time to investigate issues with this plugin, obviating the false claim from Zoho support teams that this is not a Zoho product. Three years after launch the plugin only has 3000 documented installations, which falls well below the threshold for user interest that would encourage reliable developer support. Zoho CRM email parsers not quite as efficient to set up, but if they break, they do not break functionality of live Webforms. I’ll probably work with Zoho to fix whatever is broken in this, but more likely I’ll be moving all my forms to an email parser for CRM integration.

ERROR_invalid_redirect_uri

prabodhanpradhan02 May 19, 2020

Hi. I have this issue in Wordpress after installing the plugin Zoho CRM Lead Magnet in WP I have entered the Domain zoho.in, my Client Id and Client secret and when I click Authenticate Zoho CRM button I’m redirected to Zoho Accounts where I enter username/password but after that I get this error message “invalid_redirect_uri”. Thank you!

Contributors & Developers

Changelog

1.2

• Added: Contact form relation issue fixed.
  1.3.1
• Responsive issue fixed
  1.3.2
  Added jquery ui css file
  1.3.4
• Contact form hidden field issue fixed
  1.3.5
• jquery ui css file missing issue fixed
  1.3.6
• Multiselectpicklist hidden field issue fixed
  1.4
  Added functionality for EU Account
  1.4.1
  Css loading issue fixed
  1.4.2
  Checkbox mapping issue fixed
  1.4.3
  Registeration magic intergration merge issue fixed
  1.4.4
  We have added authorization url (https://extensions.zoho.com/plugin/wordpress/callback) and 402,403 authorization issue fixed
  1.4.5
  We have added authorization url (https://extensions.zoho.eu/plugin/wordpress/callback) issue fixed
  1.4.6
  We have added authorization url (https://extensions.zoho.eu/plugin/wordpress/callback) issue fixed
  1.4.7
  Code optimaztion
  1.4.8
  Code optimaztion
  1.5.0
  Specific layout issue fixed
  1.5.1
  Code optimaztion
  1.5.2
  Code optimaztion
  1.5.3
  Code optimaztion
  1.5.4
  EU Setup Authentication issue fixed
  1.5.5
  Field migration issue fixed
  1.5.7
  Added Multipicklist
  1.5.8
  Code optimaztion
  1.5.9
  Php version issue fixed
  1.6.0
  Code optimaztion
  1.6.1
  Contact form 7 captcha v3 api issue fixed
  1.6.2
  Contact form 7 v3 api script issue fixed
  (Latest Contact form7 version)
  1.6.3
  Php Notice issue fixed
  1.6.3
  Php Notice issue fixed
  1.6.6
  Added Form Submit Logs
  1.6.7
  Added Form Submit Logs

1.6.8
Custom module related issue fixed
1.6.9
Hidden field related issue fixed
1.6.9.1
Security issue fixed check_admin_referer
1.6.9.2
performance issue fixed
1.6.9.3
performance issue fixed
1.6.9.4
performance issue fixed
1.6.9.5
performance issue fixed
1.6.9.6
redirection url issue fixed
1.6.9.7
rewrite an arbitrary option added
1.7.0.1
Hidden field issue fixed
1.7.0.2
checkbox field issue fixed
1.7.0.3
Added au domain centre
1.7.0.5
Lead Score mapping issue fixed
1.7.0.6
Added in domain centre and hidden field issue fixed
1.7.0.8
Security issue fixed
1.7.1.0
Security issue fixed
1.7.1.1
Security issue fixed
1.7.1.2
Security issue fixed and latest version updated
1.7.1.3
added option for international telephone option
1.7.1.4
Modules log added
1.7.1.5
Modules log added
1.7.1.6
Loading issue fixed
1.7.1.7
Added user lookup
1.7.2.0
performance issue fixed
1.7.2.1
performance issue fixed
1.7.2.5
Security issue fixed
1.7.2.6
Latest wordpress version updated and Security issue fixed
1.7.2.7
Security issue has been fixed
1.7.2.8
Security issue has been fixed
1.7.2.9
Security issue has been fixed
1.7.3.0
Security issue has been fixed
1.7.3.1
Get-url and site description field support added
1.7.3.2
Special mail-tags support
1.7.3.3
Added: GCLID field Support in Zoho CRM for Contact Form 7.
1.7.3.4
Added: A new tab added in the Zoho authentication.
1.7.3.5
Added: webform form save script error fixed.
1.7.3.6
Added: performance issue fixed.
1.7.3.7
Added: UI changes.
1.7.3.9
Added: Script issue has been fixed.
1.7.4.0
Added:Added Authentication check.
1.7.4.1
Added: SSL verified issue fixed

1.7.4.4
Added: GCLID field api issue fixed

1.7.4.5
Added: Japan data centre authentication option added
1.7.4.6
Added: Multiselect hidden field issue fixed
1.7.4.7
Added: Api data added to logs
1.7.4.8
Added: Api data added to logs
1.7.4.9
Added: removed empty space for email id

1.7.5.1
zcga.js file 404 issue fixed

1.7.5.2
Added : added fetch field option in the contact form
1.7.5.3
Added: In Japan dc added check for email encode

1.7.5.4
Added: Unused css removed

1.7.5.5
Added : Select2 component z-index issue has been fixed

1.7.5.6
Added : Unwanted Caching file has been removed

1.7.5.8
Added : Arbitrary Options Update vulnerability and Security check_admin_referer issue fixed

1.7.6.0
Added : Description Content Updated
1.7.6.1
Added much more escaping and sanitization where required. Attributes, URLs, and bare HTML are escaped.
Added individual function nonces for additional security, no longer reliant on a single nonce.
Changed most concatenation to formatted strings for clarity and ease of escaping.
1.7.6.2
Added Authorisation check and CSRF nonce for all the function
1.7.6.3
Added prefix for missing cases
1.7.6.4
Custom Phonetext field Supported
1.7.6.5
Custom Phonetext field Supported
1.7.6.6
Re authendication dynamic select issue fixed
1.7.6.7
Deal module api enabled

1.7.6.8
Php latest version compatibility check added
1.7.6.10
Jappense mapping issue fixed
1.7.7.0
Jappense mapping issue fixed
1.7.7.1
Removed unused javascript
1.7.7.2
Directorist plugin image loading issue fixed
1.7.7.3
Exclude html rendering issue fixed
1.7.7.4
Field reorder and owner field issue has been fixed
1.7.7.5
Wordpress latest version compatibility check and update
1.7.8.0
Wordpress latest version compatibility check and update
1.7.8.1
Wordpress latest version compatibility check and update
1.7.8.2
Added group by field support

1.7.8.3
Wordpress latest version compatibility check
1.7.8.4
Php latest version compatibility check and stripslashes version issue fixed
1.7.8.5
Added delete field option
1.7.8.6
Re authentication issue has been fixed
1.7.8.7
Php latest version compatibility check and stripslashes version issue fixed
1.7.8.8
Php latest version compatibility check and stripslashes version issue fixed
1.7.8.9
Security review issue has been fixed
1.7.9.0
Auto increment field issue fixed
1.7.9.1
Wordpress latest version compatibility check
1.7.9.2
Security review issue has been fixed
1.7.9.3
Security review issue has been fixed
1.7.9.4
Wordpress latest version compatibility check
1.7.9.5
Security review changes has been updated
1.7.9.6
Security review changes has been updated
1.7.9.7
Wordpress latest version compatibility check
1.7.9.8
Security review changes has been updated
1.7.9.9
Php latest version compatibility checking
1.8.0.0
Php latest version compatibility checking
1.8.0.1
Php latest version compatibility checking
1.8.0.2
Php latest version compatibility checking
1.8.0.3
Php latest version compatibility checking