How to Create a Contact in Zoho From a WordPress Form

Do you want an easy way to create a contact in Zoho when someone submits your WordPress form? Using WPForms and Zapier, integrating your contacts into the Zoho CRM is a lot easier than you might think. In fact, doing this makes it so you never have to manually import another contact again.

In this article, we’ll show you how to import a contact into Zoho whenever someone submits your WordPress form.

How to Create a Contact in Zoho From a WordPress Form

Step 1: Create a WordPress Form

The first thing you’ll need to do is install and activate the WPForms plugin. For more details, follow this step by step guide on how to install a plugin in WordPress.

After a successful installation, you’ll need to create a new WordPress form. You can check out our tutorial on creating a simple contact form in WPForms. It takes just a few seconds with WPForms pre-built form templates.

The WPForms Simple Contact Form

You can easily customize the form and add whatever fields you want with the drag and drop form builder.

WPForms is the best WordPress Form Builder plugin. Get it for free!

Once your form is done, you’ll need to submit a test entry to it. You’ll use this entry later when you connect your site to Zapier.

Go to WPForms » All Forms and find the form you want to connect to Zoho. Click on the Preview link below its name.

Previewing a contact form in WPForms

Then fill out the form and submit it.

Submitting a test entry to a contact form

Step 2: Activate the Zapier Addon

After you have created your form, you’ll need to install and activate the Zapier addon. This way you can import your contacts from submitted forms into your Zoho CRM.

Just go to WPForms » Addons and click Install Addon under the Zapier addon.

Installing the Zapier addon

The Zapier addon lets you connect your WordPress forms to over 5,000+ web apps, including Jira, Google Calendar, and the Zoho one. For more help with this, you can see our tutorial on how to install and use the Zapier addon.

While you’re still in your WordPress admin area, go ahead and find your Zapier API key. Go to WPForms » Settings » Integrations and expand the section for the Zapier addon.

Copying the Zapier API key in the WPForms settings

You’ll need this API key later, so leave this page open in a separate browser tab when you log in to Zapier.

Now, let’s take a look at how to connect your WordPress forms to the Zoho CRM.

Step 3: Create a New Zap

Next you need to log in to your Zapier account and click on the Create Zap button near the top of the screen. If you don’t already have a Zapier account, you can create one here.

Creating a zap in Zapier

From there, you’ll need to choose a trigger app, which in this case is WPForms. Search WPForms in the search bar and click on it.

Choosing the WPForms app event in Zapier

The only option you’ll have to choose from for the trigger event is New Form Entry. Click Continue to make WPForms the trigger when someone on your site submits a form.

Choosing New Form Entry as the trigger for a Zapier zap

From there, you’ll need to connect your WPForms account to Zapier. Click Sign in to get started.

Choose your WPForms account to connect to Zapier

Now you need to copy the Zapier API key from your WordPress site. Paste it into the window that popups up and enter your website’s URL.

Allowing Zapier to access WPForms

For a helpful guide on how to do this, see our tutorial on using Zapier with WPForms.

Once your Zapier account is connected to WPForms, you can select which form you want to connect to Zoho from the dropdown.

Choosing a form to connect to Zapier

Click Continue.

At this point, Zapier will test your connection to make sure everything is set up properly so far. Click Test trigger to begin.

Testing your Zapier WPForms connection

If everything’s working as it should, you’ll see the test entry you submitted earlier.

A test entry for a Zoho signup form in Zapier

When the test is finished, you’ll see a success message. Click Continue to set up the next half of you Zap.

Step 4: Connect Your WordPress Forms to Zoho

Now that you have connected Zapier to WPForms, you need to connect it to Zoho.

To start, search for the Zoho app in the search bar and select Zoho CRM as the action app.

Setting the action app to Zoho CRM in Zapier

On the next screen, you’ll need to choose the Zoho CRM action. Since we’re looking to add contacts into your Zoho CRM, select Create Module Entry and then Continue.

Selecting Create Module Entry as the action event for Zoho in Zapier

Now you’ll need to connect your Zoho CRM account to Zapier. To do this, you’ll need to authorize Zapier to access your Zoho CRM data.

Start by clicking Sign in.

Connecting Zapier to Zoho

You’ll then see a modal popup asking you for the domain in which your Zoho account resides.

Selecting your Zoho domain

Select the options that right for your account, then click Yes, continue. On the next screen, sign in to Zoho.

Logging in to Zoho via Zapier

After you log in, you’ll have to give Zapier permission to access your Zoho account. Click Allow.

Allowing Zapier to access your Zoho account

Once your Zoho account is connected, click Continue again.

Now you’ll select how you want new contacts to be set up in Zoho when someone submits your form. The first 2 options you need to select are the Module and the Layout.

For our example, we’re going to add users to the Contacts module and use the Standard layout.

Selecting the module and layout for a Zoho CRM Zap

The only other required field here is Last Name, but we’re also going to select our form’s email address so we can save users’ contact information in Zoho.

Connecting fields from WPForms for the Last Name and Email fields in Zoho

Click Continue one more time. Now Zapier will test your connection to Zoho just like it did for WPForms. Click Test action.

Testing your Zoho CRM connection in Zapier

If everything is working properly, you’ll see a success message. The contact from your form’s test entry will also be visible in Zoho.

A success message for a WPForms Zoho CRM Zap

Don’t forget to publish your Zap before you close Zapier.

Publishing your Zoho Zap

Step 5: Publish Your Zoho Form

The last thing you need to do is publish your form on your website so people can start filling it out. WPForms makes it easy to add forms to blog posts, pages, and widget areas like your sidebar or footer.

For this example, we’ll show you how to add the contact form we made to a page. Go ahead and create a new page or open an existing one in the editor. Then add a new block and select WPForms. You might need to search for it if you don’t see it right away.

Adding a WPForms block to a page

Once you’ve added the WPForms block, a dropdown will appear so you can select which form you want to embed.

Selecting your contact form in the WPForms block

Then all you need to do is publish or update the page.

Publishing your Contact page

Now, whenever someone fills out your contact form, their information should be sent to your Zoho account.

Next, Integrate WPForms and Google Sheets

And there you have it! You now have a simple way to create a contact in Zoho and import that contact information into your Zoho account when someone fills out your form, making it easier than ever to continue your email marketing efforts.

Do you use Zoho Mail too? Find out how to use Zoho Mail SMTP in WordPress to improve deliverability.

And for more awesome ways to use WPForms and Zapier together, check out these guides on how to:

Plus, you can automatically save contacts from your WordPress forms to Google Sheets with the Google Sheets addon.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

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Comments

  1. Hi there, thanks for the article, it was really helpful. If you ever improve upon this post, I would love to see a section that walks you through handling attachments in ZOHO. I have a contact form that captures a file, getting it to upload into ZOHO has been a nightmare and there isn’t much on the net about that particular subject.

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