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Thursday, December 12, 2024

How To Connect WordPress Contact Form 7 To Zoho CRM?

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You can use the Zoho CRM API to connect your WordPress Contact Form 7 form to your Zoho CRM account using PHP. Here are the general steps to set up the integration:

  1. In your Zoho CRM account, navigate to the “Developers” section and create a new “Client ID” and “Client Secret” for your integration.
  2. In your WordPress site, create a new PHP file (for example, “zoho-crm-integration.php”) and include it in your theme’s functions.php file.
  3. In the PHP file, use the “Client ID” and “Client Secret” to obtain an access token from the Zoho CRM API. You can use the Zoho CRM API’s “generateAuthToken()” method for this.
  4. Once you have an access token, you can use the “insertRecords()” method of the API to insert new leads into your Zoho CRM account. You’ll need to pass in the access token, the “Leads” module name, and an array of data for the lead.
  5. In your Contact Form 7 form, add a hook to trigger the PHP function that inserts the lead into Zoho CRM when the form is submitted.
  6. Once you’ve connected your Zoho CRM account, you’ll be able to configure which fields in your Contact Form 7 form should be sent to which fields in your Zoho CRM leads.

Here’s an example of what the PHP function to insert a new lead into Zoho CRM might look like:

function insert_zoho_lead($form_data) { 
   $client_id = 'your_client_id'; 
   $client_secret = 'your_client_secret'; 
   $access_token = generateAuthToken($client_id, $client_secret); 
   $module = 'Leads'; 
   $lead_data = array( 
        'First Name' => $form_data['first_name'], 
        'Last Name' => $form_data['last_name'], 
        'Email' => $form_data['email'], 
        // etc... 
   ); 
   insertRecords($module, $access_token, $lead_data); 
}

It is important to note that this is a general overview and the actual implementation will vary depending on your specific use case and how you want to structure your code. Also, you should be familiar with Zoho CRM API as well as OAuth2.0 for this kind of integration. You should also check the Zoho CRM’s developer documentation for more information on how to use the API and troubleshoot any issues that may arise.

Read Also : Unleashing Power Of Elementor Iframe for Dynamic Web Design

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