Users are important for any online business. All companies try to give their maximum effort to nurture their customers with a Customer Relationship Management System. One such application that has greatly influenced the work process with various customizable features is Zoho CRM with WordPress. It is a cloud-based SAAS subscription CRM system. The tool aims at small and medium businesses to help store client’s data, increase conversion rates, and improve customer engagements.
So, do you want to capture leads from your WordPress website and nurture them regularly? This article will show you how to look after your potential clients with Zoho CRM on WordPress. Let’s begin with the benefits of using Zoho.
Benefits of Zoho CRM that makes it suitable for your business
Zoho CRM powers up more than 150,000 businesses in 180 countries. It is a high-rated sales CRM software used by online business owners. The tool will help you maximize your revenue by converting leads into customers. What more? Lets’ see.
Simple and easy to use
Zoho CRM with WordPress is one of the user-friendly applications that can be customized and operated quite easily. The tool has divided its sections into deals, contacts, leads, and vendors, etc. As a result, it ensures the live management of the sales cycle, competitor size, deal size, and contact history of a potential customer.
The plugin automates different tasks within your business system by applying instant actions. This saves enough time for employees in the organization. This allows them to focus on the other lead nurturing activities and improve the business’s conversion rate.
Add third-party applications
Zoho allows users to include third-party plugins and applications in your CRM system. It ensures a smooth combination of such third-party integrations at a zero or minimum effort of coding. Any beginner can easily cope with the tool.
Use for multi-tasks of your business
You can access and use Zoho CRM with WordPress from all channels. For example, social media, emails, web, live channels, etc. In other words, you will have real-time contact with your clients whenever necessary. As a result, it will ensure effective communication with your customers and turn conversions into sales.
As Zoho CRM is a pay-as-you-go service, it is one of the most reliable CRM tools for all types of business. You will get different types of payment options that can be changed as your business requirements. The system offers you to maintain automated and optimized business workflows to reduce your manual work. As a result, it will improve your business efficiency.
Now that we know the benefits of using Zoho CRM with WordPress, it’s time to buckle up! Let’s see the steps to connect to Zoho CRM.
- Find a form builder as a triggered app in Zapier
- Connect Zapier with that tool
- Select the target app (Zoho CRM) in Zapier
So, let’s see the process in detail.
Use Zoho CRM with WordPress by Fluent Forms
In this article, we select Fluent Forms as a triggered app. Why? This tool is simple, lightweight, and efficient in creating unique forms. You don’t need any coding experience to use this plugin. All you have to do is drag and drop the form fields to the editor.
Fluent Forms comes with 70+ pre-built templates, 35+ third-party integrations, and 45+ input fields for users. If you want to give a dynamic look to your form, use the custom CSS feature, add some photos/ icons, or some strong buttons on your contact forms to make it more graphic. Besides, you can use advanced post creation, range slider field, signature add-on, reCAPTCHA to design an effective form. So, we merged it with Zapier to make it more powerful.
Fluent Forms connects with Zapier to tie up with more than 1000 apps. Zoho CRM with WordPress is one of them. So, let’s see how to add the plugin in WordPress for better management of your business. Here are the steps of the process-
- Turn on Zapier
- Make a Webhook feed and get the URL from Zapier
- Save settings
- Test trigger
- Connect Zoho CRM with WordPress
If you already know how to connect Zapier, then you can jump to step 5.
Step 1: Turn on Zapier
Go to the Fluent Forms dashboard from your WordPress site. Find out the integration modules section from Fluent Forms pro. Look for the Zapier module, and activate it.
Step 2: Make a Webhook feed & get the Webhook URL from Zapier
Now, design a contact form or choose from the form templates to connect it with Zapier. Go to the Settings & Integration option of the selected form, and select the Zapier section from the left sidebar. Create a Webhook feed on the Add Webhook button from the top right corner.
Name the feed.
Then, log in to your Zapier account, and search for the Make A Zap button from the left side at the top.
Now, select the app Webhook by Zapier from the Choose app & event section. After that, pick up the Catch Hook option on the Trigger Event, and click on the continue button.
At the end of this step, copy the triggered URL.
Step 3: Save settings
Paste the copied URL in the Fluent Forms dashboard, where we create a Webhook feed. Hit the Save notifications button.
Step 4: Test trigger
If you want to test the trigger, you can easily do that by diverting a data sample to the feed. You need to fill up the respective form for the testing purpose and choose the Send Data Sample option on the WordPress dashboard.
Now, click on the Test Trigger dropdown button from the Zapier account, and you will get a request for a form field with the client’s details. In the end, click on the continue button to complete the step.
Step 5: Connect Zoho CRM with WordPress
When you complete the Catch Hook step, you will redirect to the next step. Here you can go for any app to link with Zapier. In this article, we are selecting Zoho CRM with WordPress, as this is our concerning subject for now. In the action section, we are selecting the Create/Update Module Entry in the action event. Click on the continue button.
Now, sign in to your Zoho CRM account.
After signing in, click on the continue button.
You have to fill up the required fields to go for the next section, such as name fields, company name fields, etc. All of this information needs to match up with your tested form information.
Now, click on the continue button, and click on the Test action button. If all of your information is matched with your first submission, then the test will be successful.
Go back to your Zoho CRM dashboard, and check if a lead is created. If you can see the same data, that means you have made a successful submission.
At last, click the Turn on Zap button to continue the process. Once you turn this on, all submissions on your contact form will show on your Zoho CRM dashboard. We would like to mention that if you have the pro version of Zapier, then this process will work. Otherwise, it will end at the test option.
Yay! We have successfully set up the Zoho CRM with WordPress in WordPress Fluent Forms’ Zapier integration. Now, go back to your Zoho CRM dashboard, and manage your leads.
Isn’t that easy? Feel free to share your thoughts on this article in the comment section below.
Now that you have a solid grip on adding Zoho CRM with WordPress via Zapier, you will find it super easy to use and connect other apps to automate your workflow. However, once you start managing your workflows with a fantastic platform, be sure that you are doing it in the right way and dealing with the right customers.
You can also check out our articles about connecting Moosend, Platformly, Zapier, EmailOctopus in WordPress with Fluent Forms. Follow us on Facebook, Twitter, Instagram, and YouTube for more information.