Download Gravity Forms Zoho CRM Addon v2.1.0

Does Gravity Forms Zoho CRM Addon work?

Submitting a form from Gravity Forms creates or updates a new contact or lead in Zoho CRM
Using Conditional Logic, you can send data only under certain conditions (e.g., specific checkbox, specific category).

How to set it up?

• You must first have the Gravity Forms plugin and a Zoho CRM resource account.
• Go to WordPress dashboard: Forms → Add‑Ons → Install and activate Zoho CRM Add‑On
• Then go to Form Editor → Settings → Zoho CRM → Add New Feed → Set the feed name, action (Contact/Lead), field mapping, and conditional logic here

Advanced Features

• You can upload a file (up to 20MB) and send it to Zoho.
• Custom field mapping and multiple feeds can be created.
• Remote Entry: Ability to update contacts already in the system.
• Error Logging and Retry are available in the CRM Perks package.
• More automated and complex workflows can be created with Zoho Flow

Usage Tips

• If you only want to add or update Contacts/Leads, then first use Gravity Forms’ Zoho CRM Add-On.
• You can create more advanced workflows by using Zoho Flow as needed.
• If you need Error log, retry or advanced field mapping, then consider the CRM Perks premium version

Conclusion

When using Gravity Forms and Zoho CRM Add-On together, you can add or update contacts or leads directly from form submission to Zoho CRM, controlled with conditional logic. It is a simple, fast, and effective solution. If necessary, make your WordPress website’s form and CRM integration fully automated and powerful by adding more advanced features with Zoho Flow or CRM Perks