SureForms Integration with Zoho CRM

This guide explains how to integrate SureForms with Zoho CRM at both the global and form levels.

Global Settings

Step 1: Access SureForms Settings

• From your WordPress dashboard, navigate to SureForms → Settings.
• Click on the Integrations tab.

Step 2: Add Zoho CRM

• Click the Add Integration button.

• From the list of available integrations, select Zoho CRM.
  You can also use the search bar to find it quickly.

• In the connection popup, select your Zoho Region from the dropdown.

Available regions include:

• United States (.com)
• Europe (.eu)
• India (.in)
• Australia (.com.au)
• Japan (.jp)
• China (.com.cn)
• Canada (.zohocloud.ca)

• Click Connect.

• You will be redirected to the Zoho authorization screen.
  
• Log in to your Zoho CRM account and grant access to SureForms.

Once the connection is completed successfully, you’ll see the confirmation message:
Integration configured successfully!

Zoho CRM will now appear in the list of global integrations.

Form Settings

Step 1: Open the Form Editor

• Go to SureForms → Forms from your WordPress dashboard.
• Open the form where you want to integrate Zoho CRM.

Step 2: Add Zoho CRM to the Form

• Open the Integrations tab from the dropdown options.

• Click Add Integration.

• Select Zoho CRM from the list of available global integrations.

Step 3: Configure Zoho CRM Integration

The Zoho CRM integration setup includes three tabs:
Select, Configure, and Test.

1. Select Tab

Provide the workflow details:

• Workflow Name – Required
• Action – Required

Available Actions:

• Create / Update Contact
• Delete Contact
• Create / Update Lead
• Delete Lead

After selecting the desired action, click Continue.

2. Configure Tab

Configuration fields change based on the selected action.

Create / Update Contact

• Map the Email field (required to identify the contact).
• Map additional fields such as:
  • First Name
  • Last Name
  • Phone Number
  • Company Name
  • Custom Zoho CRM contact fields

If the contact already exists, it will be updated. Otherwise, a new contact will be created.

3. Test Tab

• Click Test Workflow to verify the integration.
• You’ll see a success message such as:
  WordPress plugin workflow “Zoho CRM – Create / Update Contact” tested successfully!

• Click Save Changes to apply the workflow.

Integration Complete

Your form is now successfully connected to Zoho CRM.

Based on the configured action, each form submission will automatically:

• Create or update contacts
• Delete existing contacts
• Create or update leads
• Delete existing leads

This enables seamless CRM data management and automation using SureForms.