Zoho CRM Forms Shortcode
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After playing around we recommend Zoho Forms, which seems to be strageic future of how to use an build forms with CRM – way cool.
We checked different approaches and came up with this Query and Shortcode:
Define what can overwrite the shortcode.
// Query function companyname_add_query_vars( $vars ) { array_push($vars, "id", "partner", "owner", "redirect"); return $vars; } add_filter( 'query_vars', 'companyname_add_query_vars' );
Define what will be passed from shortcode to form
// Shortcodes function companyname_zoho_form_shortcode($atts) { // normalize attribute keys, lowercase $atts = array_change_key_case((array)$atts, CASE_LOWER); // override default attributes with user attributes $companyname_atts = shortcode_atts([ 'url' => '', 'source' => 'Websites', 'class' => 'zohoform', 'id' => get_query_var('id', 'zohoform'), 'redirect' => get_query_var('redirect', ''), 'owner' => get_query_var('owner', 'Abstract of Default Username'), 'partner' => get_query_var('partner', 'Default Referal Partner'), ], $atts, 'companynamezohoform'); // start output $url = esc_html__($companyname_atts['url'], 'companyname').'?partner='.esc_html__(urlencode($companyname_atts['partner']), 'companyname').'&owner='.esc_html__($companyname_atts['owner'], 'companyname').'&redirect='.esc_html__($companyname_atts['redirect'], 'companyname'); $o = '<iframe id="'.esc_html__($companyname_atts['id'], 'companyname').'" class="zohoform" style="width:100%;border:none;overflow:hidden;" src="'.esc_url($url).'" scrolling="no" frameborder="0">'; // enclosing tags if (!is_null($content)) { // secure output by executing the_content filter hook on $content $o .= apply_filters('the_content', $content); // run shortcode parser recursively $o .= do_shortcode($content); } // end box $o .= '</iframe>'; // return output return $o; } function companyname_shortcodes_init() { add_shortcode('companynamezohoform', 'companyname_zoho_form_shortcode'); } add_action('init', 'companyname_shortcodes_init');
And use this in raw HTML or Editor
[companynamezohoform id="CSS added to form" partner="Referal Partner XYZ" owner="Abstract of Username" redirect="URL" url="https://forms.zohopublic.com/companyname/form/ZohoCRMB2BPartnerAnmeldung/formperma/XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"]
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