Zoho CRM Integration
The Zoho CRM add-on lets users maintain better communication with their website visitors through live chats, calls, emails, etc.
Installing the Plugin
The installation process is the same for all the add-ons offered by WP Event Manager. They can be installed both automatically and manually.
Automatic Installation: You can install the plugin from the backend of your WordPress. Click here to see how you install the plugin automatically.
Manual Installation: You can also install the plugin manually using SFTP or FTP tools. Click here to see how you can install the plugin manually.
Obtaining Zoho CRM API Keys
To obtain your Zoho CRM Client ID and Client Secret, open the Zoho API Console for your region:
Region | Zoho API Console |
US | |
AU | |
EU | |
IN | |
CN |
Log in to your Zoho account if you are not already logged in.
Creating Credentials for First-Time Users
If you are a first-time user, you need to create new credentials.
Click on GET STARTED. If the console already displays an application list, click on Add Client.
Select Server-based Applications.
Enter the following details:
Client Name: Enter the client name, like “Integration”.
Homepage URL: Enter your site domain, like https://example.com/.
Authorized Redirect URIs: Enter the redirect URI displayed in your WP Event Manager Zoho CRM settings.
To obtain the redirect URI, go to WordPress Admin >> Event Manager >> Zoho CRM and copy the value displayed next to Authorized redirect URI.
Paste that exact value into the Authorized Redirect URIs field in the Zoho API Console.
Click on Create.
Open the Client Secret tab to view your Client ID and Client Secret.
Using Existing Credentials
If you already have a server-based application for this WordPress connection, use its existing credentials.
Go to the Zoho API Console.
Click on your Application Name from the list of applications.
Open the Client Details tab and check the following:
Client Name
Homepage URL
Authorized Redirect URI
Ensure that the Authorized Redirect URI matches the value displayed in WordPress Admin >> Event Manager >> Zoho CRM.
Open the Client Secret tab.
Copy the Client ID and Client Secret.
Multi DC Settings
Open the Settings tab of your application.
Check the Use the same OAuth credentials for all data centers Multi DC option.
Click on OK and enable US (Zoho.com).
Integrating API Keys with WordPress at the Admin Panel
Go to Admin >> Event Manager >> Zoho CRM.
Fill in the following details.
Event
Select the events that you want to sync the users’ details with, or just select All Events.
Select Product
Select from the available Zoho products, be it Zoho CRM, CRM Plus, or Bigin.
Select Module
Select a Zoho CRM module you want to integrate with the current form, be it leads or contacts. The CRM syncs any entry as either Contact or Lead.
Select Create Module Record or Create/Update Module Record
Create Module Record: On the form submitted, it will add a record.
Create/Update Module Record: If the form submitted email address matches with the existing record, it will update the record. If the form submitted email address does not match with the existing record, it will add a record.
CRM Domain
It is a dropdown menu which you need to click to get the list of available domains. Select the one that you need.
Client ID and Client Secret
Client ID: Add your Zoho CRM App Client ID.
Client Secret: Add your Zoho CRM App Client Secret.
Click on Save Setting.
You can see the Zoho CRM login page if you are not logged in to Zoho CRM. If you are not logged in to Zoho CRM, log in to Zoho CRM.
Click on Accept.
Your Zoho CRM account is synced with the WordPress website.
Zoho CRM Further Settings
After the keys are connected, certain settings need to be performed to enable the functioning of Zoho CRM.
Select Zoho CRM Sync Type
Auto
When you select the Auto sync type option, the data gets synced automatically. When you select Auto sync type, you get 2 further options:
When New Created: As soon as a new user is registered, it is automatically synced to the Zoho CRM list.
Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run: 5 Min, Daily, Weekly, Monthly, or Yearly.
Manual
When you select the Manual sync type, the data gets synced only after the admin manually syncs the data.
Note: Only after the admin ticks the checkbox for Enable registration sync with Zoho CRM does the data get synced.
Registration Data and Guest Data
Registration data comes from the event registration forms and is managed under Event Registrations.
Guest data comes from the Guest List form fields and is managed under the Guest List add-on.
These are separate sets of data. Use the corresponding field-mapping and sync options for each.
Field Mapping with Zoho CRM
Registration Fields
The left-hand fields show you all the fields you generate from the registration form fields: WP Admin >> Event Registrations >> Registration Forms >> Form Fields.
The right-hand side fields are related to the Zoho CRM form.
Please add the right attributes that you want to sync from Registration form fields to Zoho CRM form fields.
Guest List Fields
The left-hand fields show you all the fields you generate from the Guest List form fields. The right-hand side fields are associated fields in the Zoho CRM form.
Please add the correct attributes that you want to sync from Guest List form fields to Zoho CRM form fields.
How to Manually Sync the Data at the Admin Panel
In order to manually sync the data, a user has to select the Manual option in the sync type while setting up the Zoho CRM plugin.
Manually Sync Registration Data
Go to WP Admin >> Event Registrations >> All Registrations.
Select the events and checkmark the audience to be synced (the registrations received for the event).
Click on Bulk Action.
Click on Sync with Zoho CRM.
Check the Zoho CRM account.
All the data will be synced.
Also, the status of the user synced can be seen in the Zoho CRM column, as subscribed, just before the user status on the same dashboard.
Manually Syncing Guest Data
Here are the steps you need to take:
Go to WP Admin >> Guest >> All Guest.
Select the events and checkmark the guests to be synced.
Click on Bulk Action.
Click on Sync with Zoho CRM.
Check the Zoho CRM account.
All the data will be synced, either in leads or contacts.
Integrating API Keys at the Frontend for Organizers
The organizers can sync the user data from the frontend in their Zoho CRM account.
Go to Event Dashboard >> Zoho CRM >> Settings.
Fill in the following details.
Event
Select the events you want the user data to be synced with, or just select All Events.
Select Product
Select from the available Zoho products, be it Zoho CRM, CRM Plus, or Bigin.
Select Module
Select a Zoho CRM module you want to integrate with the current form, be it leads or contacts. The CRM syncs any entry as either Contacts or Leads.
Select Create Module Record or Create/Update Module Record
Create Module Record: On the form submitted, it will add a record.
Create/Update Module Record: If the email address of the form submitted matches with the existing record, it will update the record. If the email address of the form submitted does not match with the existing record, it will add a record.
CRM Domain
It is a dropdown menu which you need to click to get the list of available domains. Select the one that you need.
Client ID and Client Secret
Client ID: Add your Zoho CRM App Client ID.
Client Secret: Add your Zoho CRM App Client Secret key.
Click on Save Settings.
You can see the Zoho CRM login page if you are not logged in to Zoho CRM. If you are not logged in to Zoho CRM, log in to it.
Click on Accept.
Your Zoho CRM account is synced with the WordPress website.
Zoho CRM Settings at the Frontend
After the keys are connected, certain settings need to be performed to determine the way the registered user data will be synced.
Select Zoho CRM Sync Type
Auto
When you select the Auto sync type, the data gets synced automatically. When you select the Auto sync type, you get 2 further options:
When New Created: As soon as a new user is registered, it is automatically synced to the Zoho CRM list.
Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run: 5 Min, Daily, Weekly, Monthly, or Yearly.
Manual
When you select the Manual sync type, the data gets synced only after the organizer manually syncs the data.
Select Custom Fields to Be Synced
Registration Fields
The left-hand fields show you all the fields you generate from the registration form fields. The right-hand side fields are associated fields in the Zoho CRM form.
Please add the correct attributes that you want to sync from Registration form fields to Zoho CRM form fields.
Guest List
If you have a Guest List add-on, you can map the guest list fields as well. The left-hand fields show you all the fields you generate from the Guest List form fields. The right-hand side fields are related to the Zoho CRM form.
Please add the correct attributes that you want to sync from Guest List form fields to Zoho CRM form fields.
How to Manually Sync the Data at the Frontend
In order to manually sync the data, a user has to select the Manual option in the sync type while setting up the Zoho CRM plugin in the event dashboard.
Manually Sync Registration Data
Go to Event Dashboard >> Zoho CRM >> Sync Registrations.
Select the event, and press Filter.
Tick mark the attendees to be synced.
Click on Sync.
Check the Zoho CRM account.
All the data will be synced, either in leads or contacts as per selection.
Also, the status of the user sync can be seen in the Zoho CRM column, as subscribed.
Manually Sync Guest Data
Go to Event Dashboard >> Zoho CRM >> Sync Guest.
Select the event, and press Filter.
Tick mark the guests to be synced.
Click on Sync.
Check the Zoho CRM account.
All the data will be synced, either in leads or contacts as per selection.