### [Zoho CRM Addon](https://wpforms.com/docs/zoho-crm-addon/)

**Published:** July 16, 2025
**Author:** David Ozokoye

**Excerpt:** Learn how to set up and use the Zoho CRM addon with WPForms.

**Content:**

Zoho CRM Addon is an Elite Feature

 Unlock Zoho CRM Addon and other powerful features to grow your business.

 [ Get WPForms Elite ](https://wpforms.com/pricing/) 

Want to automatically send lead information from your WordPress forms to your Zoho CRM account? With the Zoho CRM addon for WPForms, you can connect your forms to streamline data collection and save time.

This guide will show you how to install, connect, and set up the Zoho CRM addon for WPForms.

- [Installing and Activating the Zoho CRM Addon](#install-zoho-crm-addon)
- [Connecting WPForms to Your Zoho Account](#connect-wpforms-to-zoho-account)
- [Adding a Zoho CRM Connection to Your Form](#adding-a-zoho-crm-connection-to-your-form)
- [Setting Up Connection Actions](#setting-up-connection-actions)
- [Enabling Conditional Logic (Optional)](#enabling-conditional-logic-optional)
- [Frequently Asked Questions](#frequently-asked-questions)

**Requirements**:

- You will need the [Elite license level](https://wpforms.com/pricing/) to access the Zoho CRM addon
- Ensure that you’ve installed the latest version of WPForms to meet the [minimum required version](https://wpforms.com/docs/why-you-should-always-use-the-latest-version-of-wpforms/#version-requirements) for the Zoho CRM addon

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Before you get started, be sure to [install and activate WPForms](https://wpforms.com/docs/install-wpforms-plugin/) on your WordPress site. You will also need to [sign up for a Zoho account](https://www.zoho.com/crm/signup.html) if you don’t already have one.

## Installing and Activating the Zoho CRM Addon

Once the core WPForms plugin is in place and your [license is verified](https://wpforms.com/docs/verify-wpforms-license/), you’ll be able to [quickly install and activate the Zoho CRM addon](https://wpforms.com/docs/install-activate-wpforms-addons/).

## Connecting WPForms to Your Zoho Account

The next step is to connect WPForms with your Zoho CRM account. To do this from the WordPress dashboard, you’ll need to go to **WPForms » Settings** and click on the **Integrations** tab.

![WPForms integrations tab](https://wpforms.com/wp-content/uploads/2025/07/wpforms-integration.png)Then, click on the Zoho CRM option to expand its settings. From here, click the **Add New Account** button.

![Add new Zoho CRM account button](https://wpforms.com/wp-content/uploads/2025/07/add-new-account.png)You’ll then be redirected to Zoho’s login page. If you already have a Zoho account, enter your email address and click the **Next** button to sign in.

![Zoho sign in page](https://wpforms.com/wp-content/uploads/2025/07/sign-in-with-email.png)If you need to create a new Zoho account, click the **Sign up now** link and fill out the registration form.

![Zoho account creation form](https://wpforms.com/wp-content/uploads/2025/07/sign-up-now.png)Once you’ve logged in to your account, you’ll need to authorize WPForms to access your Zoho CRM data. Review the permissions and click the **Accept** button to continue.

![Zoho CRM permissions request](https://wpforms.com/wp-content/uploads/2025/07/accept-request.png)**Note:** You’ll need to set up a company profile in your Zoho CRM account before you can connect your account to WPForms. See our [FAQ section](#no-org) for more details.

After that, you’ll be redirected back to your WordPress admin area. You should see the green **Connected** status along with your connection details.

![Zoho CRM connected status](https://wpforms.com/wp-content/uploads/2025/07/connected-status.png)## Adding a Zoho CRM Connection to Your Form

After connecting your account, you’ll be able to add a Zoho CRM integration to specific forms on your site. To do this, you’ll need to [create a new form](https://wpforms.com/docs/creating-first-form/) or edit an existing one to open the form builder.

In the form builder, go ahead and add the fields you’d like to include in your form. To access the Zoho CRM settings page, go to **Marketing » Zoho CRM**. Once here, click the **Add New Connection** button to create a new integration.

![Add new Zoho CRM connection in form builder](https://wpforms.com/wp-content/uploads/2025/07/add-new-connection.png)This will open an overlay where you’ll need to provide a nickname for this connection. You can use any nickname you’d like, as this is for internal reference only. Once you’ve added a nickname, click the **OK** button.

![Connection nickname](https://wpforms.com/wp-content/uploads/2025/07/click-ok.png)After you name the connection, additional settings will appear.

## Setting Up Connection Actions

First, use the **Account** dropdown to select the Zoho CRM account that you’ve connected in the [previous step](#connect-wpforms-to-zoho-account).

![Select account](https://wpforms.com/wp-content/uploads/2025/07/select-account.png)Next, you’ll need to choose an **Action To Perform** from the dropdown. This is the action you want to take when a user fills out your form. The option selected here will also determine which additional settings are displayed.

![Action to perform dropdown](https://wpforms.com/wp-content/uploads/2025/07/action-to-perform.png)The available actions are:

- [Create/Update Contact](#create-update-contact)
- [Delete Contact](#delete-contact)
- [Create/Update Lead](#create-update-lead)
- [Delete Lead](#delete-lead)

In the following sections, we’ll cover the available actions and their related options in more detail.

### Create/Update Contact

This action will add a new contact record to your Zoho CRM contact database or update an existing contact.

![Create update contact action](https://wpforms.com/wp-content/uploads/2025/07/create-update-contact-action.png)Below is a list of all the options available for this action. Items marked with an asterisk (\*) are required:

![Create/update contact fields](https://wpforms.com/wp-content/uploads/2025/07/create-update-contact.png)- **Email\***: Choose an Email field from your form.
- **Name\***: Select a Name field from your form to identify the contact.
- **Contact Owner\***: Select a contact owner to assign to the contact. This will often be the account you connected to this integration.
- **Lead Source**: Select a lead source to track where the contact originated.
- **Attachments**: Choose a file upload field from your form to attach files to the contact record.
- **Note**: Automatically add a note to the contact’s record. Clicking the **tag** icon will display a list of available WPForms [Smart Tags](https://wpforms.com/docs/how-to-use-smart-tags-in-wpforms/) you can include in the note.

![Select tag to show smart tags](https://wpforms.com/wp-content/uploads/2025/07/tag-icon.png)In the **Custom Fields** section, you can map additional Zoho CRM contact fields to your form fields. This allows you to send more detailed information from your forms to your CRM.

![Custom fields section](https://wpforms.com/wp-content/uploads/2025/07/custom-fields-contact.png)### Create/Update Lead

This action will add a new lead record to your Zoho CRM lead database or update an existing lead.

![Create/Update Lead settings](https://wpforms.com/wp-content/uploads/2025/07/create-update-lead.png)Below is a list of all the options available for this action. Items marked with an asterisk (\*) are required:

![Create/Update leads fields](https://wpforms.com/wp-content/uploads/2025/07/create-update-lead-fields.png)- **Email\***: Choose an Email field from your form.
- **Lead Name\***: Select a Name field from your form to identify the lead.
- **Company\***: Select a field containing the company name.
- **Lead Owner\***: Select a lead owner to assign to the lead.
- **Lead Rating**: Select a lead rating to categorize the lead quality.
- **Lead Source**: Select a lead source to track where the lead originated.
- **Lead Status**: Select a lead status to indicate the lead’s current state.
- **Attachments**: Choose a file upload field from your form to attach files to the lead record.
- **Note**: Automatically add a note to the lead’s record. You can include smart tags in the note by clicking on the **tag** icon.

![Add smart tags](https://wpforms.com/wp-content/uploads/2025/07/tag-icon.png)Similarly, you’ll be able to map additional form fields to Zoho CRM fields from the **Custom Fields** section.

![Custom field for new leads](https://wpforms.com/wp-content/uploads/2025/07/custom-fields-contact.png)### Delete Contact

This action will allow a contact to remove their record from your Zoho CRM account.

![Delete contact action](https://wpforms.com/wp-content/uploads/2025/07/delete-contact.png)To set up this action, simply select the **Email** field from your form.

![Delete Contact settings](https://wpforms.com/wp-content/uploads/2025/07/delete-contact-email-field.png)### Delete Lead

This action will allow a lead to remove their record from your Zoho CRM account.

![Delete Lead action](https://wpforms.com/wp-content/uploads/2025/07/delete-lead-action.png)To set up this action, select the **Email** field from your form.

![Delete Lead settings](https://wpforms.com/wp-content/uploads/2025/07/delete-lead-email-field.png)## Enabling Conditional Logic (Optional)

[Conditional logic](https://wpforms.com/docs/how-to-use-conditional-logic-with-wpforms/) lets you automatically change certain aspects of your form depending on users’ selections or input.

As an example, we’ll show you how to use conditional logic to let users choose if they’d like to be added to your Zoho CRM as a lead or contact.

To set this up, you’ll first need to add a **Checkboxes** field. Then delete other options and leave one with a label like “I’d like to receive updates.”

![Checkbox field options](https://wpforms.com/wp-content/uploads/2025/07/checkbox-option.png)Next, go to **Marketing » Zoho CRM** in the form builder and toggle on the **Enable Conditional Logic** option.

![Enable conditional logic](https://wpforms.com/wp-content/uploads/2025/07/enable-conditional-logic.png)Then, you’ll need to use the dropdowns that appear to set up your conditional logic rule. For this example, we’ve set it to **Process** this connection if **Checkboxes** is **I’d like to receive updates**.

![](https://wpforms.com/wp-content/uploads/2025/07/conditional-logic-rule.png)This will set your form to only process the Zoho CRM connection if the user checks the **I’d like to receive updates** checkbox.

Once you’re done customizing your form, be sure to save any changes and [test your form](https://wpforms.com/docs/how-to-properly-test-your-wordpress-forms-before-launching-checklist/) before [displaying it](https://wpforms.com/docs/displaying-forms-on-your-site/) on your site.

## Frequently Asked Questions

These are some of the top questions we receive about integrating Zoho CRM with WPForms.

#### Can I connect more than one Zoho account?

Yes, you can connect multiple Zoho accounts to WPForms. When setting up the integration in **WPForms » Settings » Integrations**, you can click **Add New Account** to connect additional accounts. Each form connection can use any of your connected accounts.

![Add another Zoho CRM connection](https://wpforms.com/wp-content/uploads/2025/07/add-another-account.png)

#### Where can I manage leads created through WPForms?

You can view and manage all leads and contacts created through WPForms by logging into your [Zoho CRM dashboard](https://crm.zoho.com/). The data will appear in the appropriate modules (Leads or Contacts) based on the action you configured.

That’s it! Now you can connect your WordPress forms to Zoho CRM and automatically manage leads and contacts from your form submissions.

Next, would you like to capture even more leads? Be sure to check out our guide on [creating a popup form](https://wpforms.com/docs/how-to-create-a-popup-form-with-wpforms/) to increase your conversion rates.

**Categories:** Premium (Elite) Addons

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