Ninja Forms Zoho CRM
It is essential for the success of your sales staff to communicate with potential customers at exactly the right moment and through all of the appropriate channels. It can be difficult to put in place and organise all of the components necessary for a successful transaction in order to proceed with the closing process. If Zoho is the CRM of your choosing, then this integration is exactly what you require to ensure that there will never be a barrier between your connection to WordPress and Zoho.
- Are you finished with the maintenance of a bespoke integration that distracts you from your efforts to concentrate on sales?
- Have you found that your present solution for pulling data into your Zoho account from WordPress leaves something to be desired?
- Do you still physically transfer data between your website and your customer relationship management system?
By establishing a direct connection between your WordPress forms and your Zoho account, the Zoho CRM application for Ninja Forms will relieve you of that additional burdensome workload. Work intelligently!
Connect your WordPress forms directly to your Zoho CRM account
With the Zoho CRM extension for Ninja Forms, you’ll be able to send the data that your customers submit straight into your CRM account from the forms that you host on WordPress. Simple to produce:
Because of this interaction, a connection will be made between your Contacts and the Account, Potential, Task, and Note automatically. When you establish a Lead, it will automatically be connected to the Task and the Note.
Work smarter by allowing your sales team to concentrate on making sales while your plugin takes care of the remainder of the work.
Map form fields to Zoho neatly and easily (including custom fields), trigger workflow rules, and more!
The Zoho field mapper, which can be added to any form, makes it very easy to configure the movement of data between the form and the account. Select the form field, then match it with the Zoho account field that you want, and you’re good to go. Every time you submit a new form, the data will be sent straight to the account you have specified.
Individual user-defined variables are not only fully supported but also very simple to configure. Simply specify the constant value you need to have passed into your account along with the account field that you want it to be passed to. This will solve your problem if you need a constant value passed into your account. There is no further discussion necessary.
Workflows are able to be triggered with any new submission, and with a simple setting, they can be set to require approval or not require approval.
What exactly are you anticipating? Integrate WordPress with Zoho CRM right away and complete more deals in a more strategic and efficient manner, all while working more quickly and easily than ever before.