EffectIO Everest Forms - Zoho CRM 1.0.2

Description:

The Zoho CRM addon connects Everest Forms with Zoho CRM, a cloud-based application. When visitors submit a form on your WordPress site, their details can be sent to Zoho CRM so you can collect leads quickly. It is aimed at WordPress site owners who build forms with Everest Forms and want their leads collected in Zoho CRM.

You can link form fields to fields in Zoho CRM, including custom fields, and select leads. Field mapping works through the available form fields and list fields, so you decide which submission data goes where. The addon supports multiple connections, meaning you can connect more than one Zoho CRM account to Everest Forms. In the settings you can configure the lead source, status, rating, and description. Conditional logic can also be enabled, letting you create rules that make the data transfer between forms and Zoho CRM more dynamic.

Everest Forms itself is a drag and drop form builder for WordPress. With it you can create contact forms, order forms, payment forms, surveys, polls, and quizzes, and it includes features such as a form style customizer, multi step forms, email notifications, and an AI form builder that builds forms from a description. This addon adds Zoho CRM integration to that plugin.

The vendor’s own page for Everest Forms – Zoho CRM has the full details.

Main Features of Everest Forms – Zoho CRM:

• Integrates Everest Forms with the cloud based Zoho CRM application
• Link form fields to Zoho fields, including custom fields, and select leads
• Connect multiple Zoho CRM accounts with Everest Forms
• Map form fields to the available form fields and list fields
• Set the lead source, status, rating, and description from the settings
• Create conditional rules to make data transfer between forms and Zoho CRM more dynamic

EffectIO members receive updates through the managed update channel. Install the EffectIO Connect plugin on your site and it handles activation, updates and licensing automatically.

Need a dashboard view of all your EffectIO assets? The EffectIO Dashboard shows what is installed, what is licensed, and what has an update available.

The 1.0.2 version stays on this update channel for the subscription year.