Setting Up the Zoho CRM Add-On

Pre-Requisites

IMPORTANT: Zoho CRM’s API Version 1.0 has been deprecated and no longer works as of 12/31/2019. If you are using an older version of the Zoho CRM Add-on which uses an outdated version of the API, you will need to update to a current version of the Zoho Add-on to properly authenticate to Zoho.

Zoho CRM Settings

  1. Log into your WordPress admin dashboard.
  2. On the left side navigation menu, hover over Forms and click on Settings.
  3. From this page, click the Zoho CRM tab.
  4. Click the Click here to connect to Zoho CRM button.
    Settings screen under Forms srcset= Settings > Zoho for the Zoho CRM Addon for Gravity Forms”>
  5. Wait while you are Redirecting to Zoho CRM
    Redirecting to Zoho CRM from the Zoho CRM Addon for Gravity Forms
  6. From the Zoho CRM login screen, Sign in access to Accounts at Zoho
    Sign into Zoho CRM from the Zoho CRM Add-on for Gravity Forms
  7. Once you have signed into your Zoho Account, Choose the services for Gravity Forms from the list of CRM Organizations in your Zoho Account and click Submit.
    Choose Services to use with Gravity Forms from the Zoho CRM Addon for Gravity Forms
  8. Click the Accept button to allow the Gravity API access to the data in your Zoho account.
    Accept Authorization to allow Gravity API to access data in your Zoho account within the Zoho CRM Addon for Gravity Forms
  9. You will be Redirected back to Gravity Forms from Zoho
    Redirecting back to Gravity Forms from Zoho within the Zoho CRM Addon for Gravity Forms
  10. You will now be connected to your Zoho Organization within Forms > Settings > Zoho
    Connected to Zoho Organization within Settings for the Zoho Addon for Gravity Forms
  11. You can now create Feeds for the Zoho Add-on

Note: If your Zoho CRM account is hosted in the EU, you will need to configure the add-on accordingly. See the Zoho European Hosted Accounts page for more information.‎