Tag: crm

7 Best CRM Software Options for Your Business in 2023 (Compared)

Online marketing can be a pretty cutthroat world, so developing a good marketing strategy is crucial. There are just so many data points, metrics, analytics, and hard numbers that you have to deal with that it’s hard to keep them all straight and remember that data isn’t just data. With so many choices available, it can be hard to determine what tools to use. In this post, we’ll outline the best CRM software to keep you ahead of the curve.

Let’s get to it.

What is CRM Software, and Why Do You Need It?

Okay, so in its most basic, most fundamental, most simplistic form, Customer Relationship Management (CRM) software is an address book with detailed fields about each entry. In practice, however, it’s a whole lot more than that. The best CRM software has contact storage, lead tracking, email templating, lead generation, message coordination, team integrations, Omnichannel Marketing, and ways to keep them all separate but connected.

CRM software gives you a cheat sheet for everyone your business has ever run into. Let’s say you get an email from Jimmy Whizbang asking about your cheapest web design packages. You go into your nifty CRM dashboard, type in his name, and you get a complete rundown of everything you know about him, from the time he called your team about how his WordPress installation wasn’t working right, what social media platforms he uses, down to the notes on the account that say “give him what he wants just to get him off the phone.”

And then there are the automation tools that come with the best CRM software suites, where you can track folks who halfway complete purchases and send out reminder emails their shopping cart is still full and waiting on them. You can also use conditional logic workflows for internal task delegation, and your team can track entire histories of their interactions with clients or potential customers of certain products. You can also generally funnel leads using variable split testing.

The 7 Best CRM Software Tools

If you’re running a business online today, you need a CRM to help organize your stuff. But there are many options out there for different business models, so we’ve sorted through a bunch of them to help you figure out which is the best CRM software for you. You’re welcome.

1.HubSpot

HubSpot is just about as ubiquitous in the CRM world as Salesforce. There’s a reason for that, too. It’s good stuff. Not to mention that it’s free. Well, the base CRM is free. You have to pay for additional tools and features, but you do get a pretty good set of features to start with.

More than anything, the free integration extensions are a great way to see if something like HubSpot is the best CRM software for you and your business. You can connect everything from Eventbrite to Zapier to WordPress to even Salesforce itself to your account. While the free tier doesn’t give you access to any of the automation tools that make HubSpot shine, but you do get all the cross-indexed lead generation and user tracking that can set your business up for success.

HubSpot Divi Integration

If you’re a Divi user, you’re in luck â€“ HubSpot’s powerful feature set is now available right inside the Divi Builder. With just a few clicks, you can integrate your HubSpot account using either the email opt-in module or the user-friendly Bloom plugin, and start building your email list with a range of customizable popups, fly-ins, and other triggerable elements.

But that’s not all â€“ the HubSpot CRM WordPress plugin integrates seamlessly with Divi to give you full control over your HubSpot account, so you can manage every aspect of your customer interactions with ease. It’s a match made in heaven for Divi users looking to take their email marketing and customer management to the next level.

Pricing: Starting at $18 per month for individual and small teams.

Get HubSpot

2. Zoho

Not only does Zoho have a logo that makes you happier when you see it, the CRM has pretty much that effect on you when you use it. Zoho stands out for many reasons, but primarily for theÂ Zia AI that powers its data processing. It is unique among CRMs. Zia will point out data anomalies to you that you might miss on your own or take some time to see, such as sales spikes or slumps that are not within your company’s typical flow (if you get a Black Friday-style bump on a Sunday afternoon, for instance).

There are also automations within Zoho CRM that keep the sales pipeline clear, email and phone tracking through telephony, and honestly what I think is a huge feature, social media tracking for campaign analytics (plus in-CRM interaction with leads). These automations are pre-set up through the Zia feature. You can always set your own.

Pricing: Starting at $14 per month.

Get Zoho

3. Keap

Keap (formerly Infusionsoft) is designed specifically around email marketing for small businesses. That means it handles segmentation, contact organization, lead generation, and managing/reporting on our data. One of the more notable features that make Keap one of the best CRM software choices is what they call lead scoring. The feature takes a look at all the leads you get, and it rates them for you based on behavior, demographics, and interactions (with your team and your site) to give you a score on the likelihood of you being able to close a deal with them. It’s a nice way to help you and your team prioritize where to focus your efforts.

Pricing: Starting at $189 per user per month.

Get Keap

4. Freshsales CRM

Freshsales CRM is a cloud-based CRM that specializes in contact management. It offers a range of features to streamline and automate sales processes, including lead and deal management, contact management, email tracking, pipeline management, and reporting.

Freshsales CRM also integrates with other business tools, such as email, phone, and social media, to provide a comprehensive view of customer interactions. It uses Predictive Contact Scoring – a method to identify your company’s hottest leads based on how much a person engages with your business. As an added bonus, Freshsales offers a risk-free 21-day free trial, so you can decide if it’s right for you. Plus, their pricing isn’t bad, either.

Pricing: Starting at $15 per user per month.

Get Freshsales CRM

5. Less Annoying CRM

Less Annoying CRM offers a refreshing alternative to the complicated and cluttered customer management platforms out there. With its simple and intuitive interface, the platform helps small businesses easily manage their customer interactions, from tracking leads and managing tasks to scheduling events and tracking emails. And for those on the go, Less Annoying CRM offers a convenient mobile app for iOS and Android, making it easy to keep track of customers no matter where you are.

Less Annoying CRM offers a standout feature that sets it apart from other CRM platforms: the ability to create unlimited custom fields. This means that you’re not limited to standard fields for customer management, and can tailor the CRM specifically to your business model. Additionally, the platform fosters transparency among team members, allowing everyone to see what others are working on and making collaborating easier. And to make task and event scheduling a breeze, Less Annoying CRM comes equipped with a handy appointment scheduler that lets you assign tasks, set up events, and even sync them with your Google or Outlook calendar.

Pricing: Starting at $15 per user per month.

Get Less Annoying CRM

6. SuiteCRM

Next on our list is SuiteCRM, the open-source option I’m sure some of you crave. (Here’s the GitHub page for you, too.) First off, the product is completely free. It’s open-source, after all. SalesAgility, the company that maintains the project, does offer premium support and onboarding for it. There is a store for add-ons if you need just a little extra functionality.

You should know, however, that SuiteCRM is not cloud-based. You will need to download it and install it locally before sending your data around and connecting all your services. That’s a big difference from other CRMs, and it could be a deal-breaker for some people. Also, because it’s free, open-source software, you can set up an unlimited number of folks on your team. That’s awesome.

Because it’s also open-source, the CRM is ridiculously extensible. It does pretty much everything that the biggest CRMs do – track leads, provide customer support, and automate your data tracking and workflow delegation. And if it’s not built into the primary software, there’s a module or add-on for it (or you can write your own). If you’re not sure if this is the best CRM software to integrate with your company or workflow, you can’t go wrong with trying it since it’s free.

Pricing: FREE! (paid add-ons available)

Get SuiteCRM

7. Salesforce

Salesforce CRM software

Salesforce is the grandpappy of all CRM software. Launched in 1999, it’s hard to go wrong with a product that has nearly twenty years of history, updates, and satisfied customers. Now, over two decades later, Salesforce has so many options that it’s impossible to list every one of them here. Their services are split across different individualized products, rather than trying to be the best CRM software for everyone all the time.

If you’re in sales, you get B2B marketing integration, price configuration tools, and personalized customer quoting software.Â Marketers get customer journey tracking, messaging across multiple platforms (social, mobile, email), and data analytics and sharing platforms. And the service also has a knowledge base, live chat, video calling, and remote issue monitoring.

Pricing: Starting at $25 per month for standalone products.

Get Salesforce

Which is the Best CRM Software for You?

There are many CRM options available, and this list only covers a few. However, we’ve done the research and selected the top 7 CRM software tools.

	CRM Software	Price	Free Option
ðŸ¥‡	HubSpot	Starting at $18 per month	âœ”ï¸	Visit
ðŸ¥ˆ	Zoho	Starting at $14 per month	âŒ	Visit
ðŸ¥‰	Keap	Starting at $189 per user per month	âŒ	Visit
4	Freshsales CRM	Starting at $15 per user per month	âŒ	Visit
5	Less Annoying CRM	Starting at $15 per user per month	âŒ	Visit
6	SuiteCRM	Free (with paid add-ons)	âœ”ï¸	Visit
7	Salesforce	Starting at $25 per month for standalone products	âŒ	Visit

Our top pick is HubSpot, which is a comprehensive and easily integrated solution, despite its high price tag. It offers the most features and even has a free option for managing smaller contact lists. Plus, if you’re a Divi user, you’ll be able to easily integrate your WordPress website with HubSpot to build your email list.

Frequently Asked Questions (FAQs)

Before we wrap up, let’s answer some of your most common questions regarding CRM software. Did we miss one? Leave a question below and we will respond!

Article featured image by TaErma / Shutterstock.com

The post 7 Best CRM Software Options for Your Business in 2023 (Compared) appeared first on Elegant Themes Blog.

10.05.2023

How to Create a HubSpot Form in WordPress
Are you looking to add a Hubspot form and add it to your WordPress site?

HubSpotÂ is a popular all-in-one marketing platform designed to help grow your business used by over 113,925 people across the globe. Hubspot also enables you to create engaging forms for your website.

In this article, we will show you how to create a HubSpot in WordPress.

Why Use HubSpot to Create Forms

Hubspot is a marketing and sales platform that helps companies grow. It comes with numerous tools including a customer relationship manager (CRM), a content management system (CMS), built-in email marketing, and lead generation.

They also have a robust WordPress form builder, which seamlessly integrates with WordPress, allowing you to create hassle-free forms.

This form builder is an easy drag-and-drop builder that enables you to create interactive forms without a single line of code, making it one of the best contact form plugins.

Also keep in mind that HubSpot can also easily integrate with other form tools like WPForms, Formidable Forms, and more. With that being said, let’s see how you can create a HubSpot form in WordPress.
- Method 1. Creating a HubSpot Form Using The HubSpot Plugin
- Method 2. Creating a HubSpot Form Using WPForms
Method 1. Creating a HubSpot Form Using The HubSpot Plugin

You can easily create a HubSpot form for your WordPress website using the HubSpot plugin.

First, you need to install and activate the HubSpot plugin. For more details, see our guide on how to install a WordPress plugin.

Upon activation, the plugin will add a new menu item WordPress admin sidebar. Just click on HubSpot to be taken to the setup wizard where you can create a HubSpot account if you don’t already have one.

If you have an account, you need to click on the â€˜Sign in hereâ€™ link at the top.

This will open up a ‘HubSpot Login’ popup.

Simply type your username and password and then click the ‘Login’ button.

After you’ve logged in, HubSpot will ask if you want to continue with the account you’ve just logged in with.

Simply click the ‘Continue With This Account’ button.

Then you’ll be asked to connect your HubSpot account with your WordPress website.

Just click on the ‘Connect Website’ button.

Once you’ve connected the WordPress website with your HubSpot account, head over to HubSpot Â» Forms from the WordPress admin dashboard.

This will take you to the ‘Forms’ page. Now, simply click on the ‘Create a Free Form’ button at the top right corner.

Next, you’ll have to select your form type and then click the ‘Next’ button on the top.

For this tutorial, we will be creating an ‘Embedded form.’

After that, you’ll be taken to the HubSpot template library.

Simply choose your preferred template, such as ‘Registration’ or Contact us.’ Then, just click the ‘Start’ button at the top.

Now that you’re on the Form Editor, you can edit the pre-made form template by dragging and dropping fields from the left into the preview at the right.

When you’re done customizing, click the ‘Submit’ button at the top.

This will open up a ‘Review And Publish’ popup.

Simply scroll down and click the ‘Publish’ button.

After you click the ‘Publish’ button, a popup will appear on your screen. As this is an Embedded form, a shortcode will be provided.

Now, just click the ‘Copy’ button beside the shortcode.

You can embed this code on any page where you want to add your HubSpot form. For more information, check out our guide on how to add shortcodes in WordPress.

Method 2. Creating a HubSpot Form Using WPForms

You can also create a HubSpot form using WPForms as this plugin comes with a HubSpot integration addon. WPForms is the most popular drag & drop WordPress form builder with over 5 million active installs.

Note that you need at least a WPForms Elite license to access the HubSpot addon.

The first thing you need to do is install and activate the WPForms plugin. Check out our guide on how to install a WordPress plugin for details.

Upon activation, go to WPForms Â» Addons from the admin dashboard. This will take you to the ‘WPForms Addons’ page.

Simply locate the HubSpot addon and click the ‘Upgrade Now’ button.

This will take you to your ‘WPForms Account’ page. Here, simply scroll down to the ‘HubSpot Addon’ and click the download button.

After that, you can install and activate the HubSpot addon the same way that you installed and activated the plugin.

Next, go to WPForms Â» Settings from the WordPress dashboard. Then, head over to the ‘Integrations’ tab.

Here you will find HubSpot in the list of integrations. Just click the arrow icon to expand the section, and then you can click the ‘Add New Account’ button.

A prompt will open up, asking you to connect with your HubSpot account. Simply type your HubSpot account login credentials.

If you don’t already have an account, then you can create one here.

Next, you’ll be asked if you want to continue with this account.

Simply click the ‘Continue With This Account’ button.

After that, you’ll be shown a popup asking you to connect WPForms with Hubspot.

Click on the ‘Connect App’ button at the bottom of the page.

On your WordPress dashboard, return to the ‘Integrations’ screen.

You should now see ‘Connected’ beside the section for HubSpot.

Now go to WPForms Â» Add New from the dashboard to create your HubSpot form.

First, select a form template from the WPForms template library.

After selecting the template, you’ll be taken to the WPForms interface where you can edit the form template.

Now, click on the ‘Marketing’ option on the menu bar to the left. Simply select ‘HubSpot’ from the list of integrations.

A HubSpot popup will then appear on the screen. Simply click the ‘Add New Connection’ button at the top.

WPForms will now prompt you to enter a connection nickname.

Youâ€™re free to choose any name you like, as no one will see this but you. Just click the ‘OK’ button when youâ€™re done.

WPForms will then ask you to select your HubSpot account and choose an action to perform. Simply choose your account from the ‘Select Account’ Field.

Then choose the ‘Create/Update Contact’ option from the ‘Action to Perform’ field.

After selecting this option, various new settings will appear within the form.

Fill in those fields accordingly.

Next, you’re ready to customize your form in the form builder.

Simply create drag and drop fields from the left-hand side into the live preview on the right.

You can add any information that you want to collect and organize in your HubSpot account.

Once satisfied, click the ‘Embed’ button present at the top of the form builder.

This will open the ‘Embed in a Page’ prompt.

If you want to embed your HubSpot form on a new page, click the ‘Create New Page’ option.

To embed a form on an existing page, click the ‘Select Existing Page’ option.

After that, simply choose the right page from the dropdown that appears.

Now click the ‘Let’s Go’ button.

You will automatically be directed to the page that you selected from the dropdown menu. The HubSpot form will already be embedded there.

Simply click the ‘Publish’ button at the top of the content editor to push your new form live.

That’s it! We hope you learned how to create a HubSpot form in WordPress. You may also want to check out our ultimate guide on SEO for beginners and our expert picks of the best multipurpose themes to create an engaging site.

If you liked this article, then please subscribe to ourÂ YouTube ChannelÂ for WordPress video tutorials. You can also find us onÂ TwitterÂ and Facebook.

The post How to Create a HubSpot Form in WordPress first appeared on WPBeginner.
18.01.2023
How to Use Bitrix24 CRM with WordPress
Bitrix24 is an all-in-one business software (or Saas) with a suite of tools to help grow your company and manage customer relationships. Using Bitrix24 with WordPress could be an effective combination for streamlining your business. Your WordPress site can help capture sales and leads while Bitrix24’s Customer Relationship Management (CRM) handles the rest. This article will discuss the features of Bitrix24 and how to use the Bitrix24 CRM with your WordPress website.

What is Bitrix24 CRM?

Bitrix24 is an enterprise collaboration and CRM platform that helps businesses improve communication and performance while lowering business costs. It consists of a number of integrated applications that cover every aspect of running and managing a company including project management, CRM, task management, document management, file sharing, and more.

Bitrix24 is available in both cloud-based and self-hosted versions. It offers a wide range of features and pricing options to meet the needs of businesses of all sizes. The best part is that many of its features integrate with WordPress websites, especially form and WooCommerce, to make your business operate smoothly.

Who Uses Bitrix24?

Bitrix24 has a CRM and collaboration platform used by millions of companies worldwide. The platform helps sales, marketing, and support teams work together more efficiently and improve customer relationships. So, both small businesses (SMBs) and large enterprises are able to find success with it.

Customer service, marketing, and sales organizations use Bitrix24 by using a single source of truth for tracking and managing customer interactions alongside corresponding tasks and internal communications. Plus, the platform is robust and flexible allowing organizations to completely customize how it is used to fit the operations and strategy of each company.

Why Connect Bitrix24 CRM with WordPress?

WordPress enables business owners to create any type of website they need. And it is a popular CMS because it is flexible and easy to use, especially with front-end no-code page builders like Divi.

Your website oftentimes acts as the frontline of service to your customers. Therefore, integrating your WordPress site with Bitrix24 can help improve your customer relationships and grow your business. A WordPress site connected to Bitrix24 can send customer data collected on the site straight to your Bitrix24 CRM. This allows you to connect sales and support organization tools and automation to increase the efficiency and quality of each function. When the technology is accessible and connected with helpful employees, businesses are able to deliver on their promises and improve customer value.

Bitrix24’s Features

Bitrix24 offers a full suite of applications that are interconnected to keep disparate parts of a company running in sync. There are quite a few features under the hood that are worth considering.

Some of Bitrix24’s best features for WordPress website owners are:
Bitrix24 CRM

Bitrix24 is a powerful CRM tool that offers a variety of features and capabilities to help businesses streamline their customer relationships. Custom fields, records, reports, workflows, and kanban boards are just some of the ways that Bitrix24 can help businesses manage their customer data. There are also different user types that can be assigned to specific tasks. This ensures the right people have access to the right information.

Kanban Workflows

The CRM can display customers, leads, and active deals in a Kanban view which lets you visualize where each is within your workflows. Users can click on any one of them to see your complete record for that object.

You can view:
- Contact Information
- Background Information including previous notes
- Previous Interactions including phone calls, web chat, and email
Teams can stay on top of a full pipeline of new sales leads or customers who’ve reached out for a support inquiry. With collaboration tools built into the workflow views, entire teams can work together to move the needle. This makes Bitrix24 one of the most effective company communication applications.

Business Process Automation

Every business needs a good automation platform to make internal processes more efficient. With Bitrix24, you can customize internal automation to create tasks based on certain actions or move leads along a sale journey.

Bitrix24 CRM for Customer Quotes and Invoicing

Bitrix24 is a powerful platform for sending customer quotes and invoices and offers a wide range of features and capabilities. This allows businesses to create custom quotes and branded invoices for their customers, offer discounts and taxes, and email or print them in PDF format.

Quotes and Invoices

Businesses can also use Bitrix24 for creating custom quotes at scale to help sales teams and service providers. You can create, customize, and send quotes and track actions that potential customers take â€” keeping you in the know at each step.

Craft custom invoices for customers that are fully branded, accurately calculate taxes, and offer discounts.

Bitrix24 for Customer Support Call Centers

The Bitrix24 call center solution provides a comprehensive set of features to help businesses manage their customer support ops. It includes a powerful workforce management system, an integrated softphone for making and receiving calls, and conversation recording for extended record keeping.

Call center technology is fully integrated with website live chat functionality that you can add to your website. Along with that, connect social accounts like Instagram and Whatsapp to serve customers where they are ready and willing. Bitrix24 offers an omnichannel support experience that scales into marketing opportunities with CRM and Email Marketing capabilities built in.

How to Integrate Bitrix24 CRM Forms with WordPress

If you’re a WordPress user, you might be wondering how to integrate your site with Bitrix24 CRM. There are a couple of ways to do this using forms to collect and update customer/lead information. And you can also make deeper connections if you use WooCommerce or a WordPress plugin that supports Zapier integrations.

In the rest of this article, we’ll run through how to complete each of these integrations and why each may be helpful.

Note: Fully integrating any CRM with a website (and the operations of your business) is a tall order. There is no one-size-fits-all approach as each CRM configuration and website configuration is different. Your business needs will demand different levels of integration and software solutions. The following are basic solutions for you to explore.

Using Bitrix24 CRM Embeddable Forms

Bitrix24 comes with a feature full web form creator. Web forms are the engine of a growing and flowing CRM. New leads, updated contacts, and new business can all start out as a simple web form fill.

The web form creator allows you to create forms with custom fields that populate vital information necessary for your sales, support, and marketing teams. Collecting accurate and timely information on customers and prospects is imperative to increase business and customer satisfaction. These forms are built into the Bitrix24 CRM and are embeddable on your website or landing pages.

To create an embeddable form in Bitrix 24, navigate to the “CRM” pane of the online platform. Then visit the “Add ons” tab and select “CRM Forms”.

Once there, you will have two options you can use. The first option allows you to use (and customize) premade contact forms that have basic settings that work well for most businesses.

In addition to using premade forms, the second option allows you to create a new form from scratch. To do so, click the “Add” button near the top.

There are multiple options that you can use to create a custom-tailored form. These options changes both how the form operates and how it can be designed to match your brand.

Once your form is fully configured, click “Save”. Then, in the top right, click “Form Features” then “Share”.

This will open up a window with all of Bitrix24’s Form sharing options. For a simple embed code, select the “Webpage” sharing option. You’ll see a drop-down section to view the form’s code.

Copy this code and paste it into a Custom Code block or Divi’s Code Module on your WordPress website.

Using Contact Form 7 Plugin to Capture Leads for Bitrix CRM

Flamix has created a premium WordPress plugin for connecting Contact Form 7 forms with Bitrix24. If you are a power user of CF7 and are comfortable with the subscription pricing of the Flamix solution, this might just be for you.

This Bitrix24 Contact Form 7 premium plugin integration is a great way to get more from your contact forms. With custom fields, duplicate control, and UTM catching, you can make sure that your forms are as effective as possible. Use a form builder that you are comfortable using while still channeling lucrative customer data into your CRM.

For full installation steps (both on WordPress and in Bitrix24) see Flamix’s installation documentation.

You many also like our guides on how to customize your CF7 Form to match your site and how to connect Contact Form 7 with Zoho CRM.

Other Ways to Integrate Bitrix24 with WordPress

Non-form integrations are also vital for business websites. They can collect user interactions and gather that information to populate your CRM with accurate and actionable information. Here are few integrations to consider.

WooCommerce

If you’re running a WooCommerce store on WordPress, then you know how important it is to have a CRM system in place to manage your customer relationships. But what if you could integrate your WooCommerce store with a CRM system like Bitrix24? With the premium WooCommerce plugin by Flamix for Bitrix24, you can do just that.

Note that this premium plugin has low installs and reviews so do what research you can before using it.

For full instructions for Flamix’s WooCommerce and Bitrix24 plugin, see the installation documentation and help video.

Zapier

If you’re using Bitrix24 for your CRM needs, you can now integrate it with WordPress using Zapier. Zapier uses WordPress triggers to perform actions within Bitrix24, making it easy to keep your data synchronized between the two platforms. This integration is especially useful if you use WordPress for your website and want to keep your customer data centralized in Bitrix24.

To see what’s possible with Zapier automations, visit the Bitrix24 and WordPress landing page.

Example Actions and Triggers available between platfoms

In order to set up the automation, allow Zapier access to both your Bitrix24 account and your WordPress installation. Then pick the combination of triggers/actions that are helpful for your CRM workflow in Bitrix24. Zapier gives you a lot of customization options. You may need a paid plan to achieve the level of automation that you are hoping for but a simple, lone automation may be doable on their free plan. Find out more if we piqued your interest in what’s possible with Zapier and WordPress.

Conclusion

In conclusion, Bitrix24 CRM is a great tool for WordPress users. The software is easy to use and has a wide range of features. And, when combined with your WordPress site, it can help you manage your customers, sales, and marketing. If you are looking for a CRM for your WordPress site, Bitrix24 should be at the top of your list.

Have you tried to integrate a CRM like Bitrix24 with WordPress? Let us know you experience in the comments below!

The post How to Use Bitrix24 CRM with WordPress appeared first on Elegant Themes Blog.
04.12.2022
How to Integrate Contact Form 7 with Zoho CRM
Adding contact forms to your WordPress site enables users to reach out with queries and business proposals. However, if you’re not using a Customer Relationship Management (CRM) solution, you may be losing out on potential leads. Fortunately, you can easily pair your contact forms with a CRM using Contact Form 7 and Zoho.

In this post, we’ll look at the benefits of integrating Contact Form 7 with Zoho. Then, we’ll show you how to do it in three easy steps. Let’s get started!

The Benefits of Integrating Contact Form 7 with Zoho CRM

Contact Form 7 is one of the most popular WordPress contact form plugins. It enables you to build a variety of customized forms for your site:

With Contact Form 7, you can enter your business email address as the sender and reply to your messages using your favorite email client. This setup will help you project a more professional image for your company. Divi also integrates with Contact Form 7 for more design control.

To get the most out of Contact Form 7, you might consider using it with Zoho. This is a powerful CRM tool that helps you generate leads and manage your contacts more effectively:

Integrating Contact Form 7 with Zoho lets you synchronize your user data and organize your leads using the CRM tool. For instance, you can sort your contacts into recently created leads, converted leads, and more.

This integration can be beneficial if you run a remote team. Once a message comes in through your contact form, you can assign that lead to the appropriate employee or department. Zoho facilitates team collaboration so your company can deliver better customer service and drive more conversions.

How to Integrate Contact Form 7 with Zoho CRM (In 3 Steps)

Unfortunately, Contact Form 7 doesn’t natively support integration with Zoho CRM. However, you can use a plugin such as Integration for Contact Form 7 and Zoho CRM to connect these two tools:

This plugin lets you send messages submitted through Contact Form 7 to your Zoho account. Fortunately, it’s also very easy to set up.

For this tutorial, you’ll need to have both Contact Form 7 and Integration for Contact Form 7 and Zoho CRM installed and activated on your site. You’ll also need to create a Zoho account (you can get started for free).

Once you’re logged in, you’ll be asked to select a product. Make sure to choose CRM.

Step 1: Add Your Zoho Account in WordPress

Once you add Integration for Contact Form 7 and Zoho CRM to your site, you’ll see a new menu item in your dashboard called Zoho. Click on it and navigate to the Zoho Accounts tab:

Then, select Add New Account. You’ll be asked to provide some information about your Zoho account, including the account name, data center, and type of Zoho Service (we’re using Zoho CRM):

If you click on the Login with Zoho button, you can simply sign in to your account:

Zoho CRM will then ask for access to your user data. Go ahead and click on Accept:

You’ll then be redirected to your WordPress dashboard, where you’ll see a success message:

If you get an invalid_code error, make sure that you’ve selected the right data center. For instance, if you’re based in Europe, you’ll need to choose zoho.eu. Then, save your changes and try again.

Step 2: Create a Zoho Feed

Next, you’ll need to create a Zoho feed. In other words, you’ll be connecting your Zoho account with a contact form.

In your WordPress dashboard, navigate to Zoho > Zoho Feeds and select Add New:

Next, you’ll need to enter a name for your feed and choose a Zoho account. You’ll also have to select a contact form:

Once you choose a form, the plugin will ask you to select a Zoho Object from the menu. An Object is a specific area of your CRM, including meetings, accounts, calls, projects, and more. For this tutorial, you can select Leads:

Then, you’ll need to link your form fields with the fields corresponding to your Zoho leads. This connection will enable the plugin to synchronize your data.

For example, here’s what your leads page might look like in your Zoho account:

On the left-hand side of the screen, you’ll see a list of fields you can use to filter your leads. You can connect some of these fields to the ones in your site’s contact form.

For instance, you can select the Email field in your Zoho account and pair it with the Your Email field in your contact form:

This way, when a user enters their email address into the contact form on your site, the information will appear in the appropriate field on your Zoho Leads page. You can map as many fields as you want.

You also have the option to only export manually approved entries to Zoho. Additionally, you can set an opt-in condition so that only entries that meet a particular criterion are exported:

Finally, you can configure some additional settings, such as setting a primary key:

When you’re ready, click on Save Feed. Contact Form 7 is now fully integrated with Zoho.

Step 3: Test your Contact Form 7 and Zoho Integration

Finally, it’s time to run a quick test to ensure everything is working correctly. Firstly, you’ll need to navigate to your contact form on the front end and submit an entry.

Then, in your WordPress dashboard, go to Zoho > Zoho Log to see if your entry was registered in the CRM:

Here, you’ll be able to view the fields you mapped in the previous step. That’s it â€” you can now start generating leads with Contact Form 7 and Zoho CRM!

Conclusion

A CRM tool such as Zoho enables you to manage any leads that come through your WordPress website. If you use Contact Form 7, you can simply integrate your forms with Zoho using the Integration for Contact Form 7 and Zoho CRM plugin.

In this post, we showed you how to integrate these two powerful tools:
1. Add your Zoho account in WordPress.
2. Create a Zoho feed.
3. Test your integration.
Do you have any questions about integrating Contact Form 7 with Zoho CRM? Let us know in the comments section below!

The post How to Integrate Contact Form 7 with Zoho CRM appeared first on Elegant Themes Blog.
08.09.2022