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ShopEngine Product widgets

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ShopEngine Archive Widgets

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ShopEngine Checkout Widgets

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WP Social Intro

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Features For Elementor Pro

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  • Zoho Integration

Zoho Integration

Table of Contents
  • Get Started with WordPress Zoho CRM integration:
    • Get API Authentication Token for WooCommerce Zoho CRM integration
    • Step 1: Register your App
      • For Server-Based Application
      • For Self-Client
    • Step 2: Generate Access token and Refresh Token
    • Step 3: Regenerate Access Token
  • Create a New Form
  • Zoho Contacts

With Zoho CRM software, you can manage all your business processes from a single system. You can automate and speed up all the activities of sales, marketing, customer service, and so on because of this WordPress Zoho integration. With MetForm, you can do WordPress Zoho CRM integration in some simple steps.

Get Started with WordPress Zoho CRM integration: #

Submit user data apparently connecting popular CRM services like Hubspot. Here you will get step by step process of Zoho CRM integration with WordPress.

Get API Authentication Token for WooCommerce Zoho CRM integration #

  • Go to: https://accounts.zoho.com/signin

Create a Zoho Account and Log In with your Email and Password for WordPress Zoho CRM integration.

Get API authentication token for WordPress Zoho crm integration

Step 1: Register your App #

For Server-Based Application #

Go to Zoho Developer Console=> Add Client=> Select your Client Type: Server-based-Applications

Register your app for server-based application to integrate with WordPress Zoho

Enter the following details:

  • Client Name: The name of your application you want to register with WordPress Zoho.
  • Homepage URL: The URL of your web page.
  • Authorized Redirect URL: A valid URL of your application to which Zoho Accounts redirects you with a grant token(code) after successful authentication.
  • Click CREATE.
Enter details  for WordPress Zoho CRM integration

You will receive the following credentials:

  • Client ID: The consumer key generated from the connected app.
  • Client Secret: The consumer secret generated from the connected app.
Credentials on display

Generate Grand Token

Now go to the browser and paste the link below. **Client Id and Redirect URL will be different from ours. See the description

https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.ALL&client_id=1000.LJFQDIDPZSHWV6G4XXTMC0RGFA55HH&response_type=code&access_type=offline&redirect_uri=https://xpeedstudio.com/our-themes/

ParameterDescription
scopeZohoCRM.modules.ALL
client_idProvide your Client ID(consumer key) that you got during client registration.
response_typecode
access_typeoffline
redirect_uriProvide redirect URL that you have given during client registration

Now Provide Your link with all of your information and click on: Accept

Provide your link for Zoho WordPress integration

When the user clicks Accept: The application gets authorized. The grant token sent as a parameter in the redirect_url=> Copy the Grand Token/code for Zoho CRM integration with WordPress.

Grant token in the URL for WooCommerce Zoho CRM integration

Note: **The grant token is valid only for one minute.

For Self-Client #

  1. Go to Zoho Developer Console=> Add Client=> Select your Client Type : Self-Client=> click Create Now.
Zoho Developer console

Now, your client ID and client secret are displayed under the Client Secret tab.

Client ID and Client Secret on display under Client Secret tab for Zoho CRM WordPress integration

Now go to Generate Code Tab and take the following action for Zoho CRM and WordPress integration.

  1. Enter the required scope: ZohoCRM.modules.ALL
  2. Select the Time Duration for which the grant token is valid. Please note that after this time, the grant token expires.
  3. Enter a description and
  4. Click Create.
Generate Code tab on display with details
  1. Select Portal
  2. Select Production
  3. Click Create
Generate Code tab on display with details 2 for Zoho CRM integration with WordPress
  • The generated code for the specified scope is displayed. Copy the grant token for Zoho CRM and WordPress integration.
Generated code for Zoho CRM integration

Note: **The grant token is valid only for 10 minute.

Step 2: Generate Access token and Refresh Token #

Note: You must use your domain-specific Zoho Accounts URL to generate access and refresh tokens. The following are the various domains and their corresponding accounts URLs.
For US: https://accounts.zoho.com
For AU: https://accounts.zoho.com.au
For EU: https://accounts.zoho.eu
For IN: https://accounts.zoho.in
For CN: https://accounts.zoho.com.cn

To Generate the access token you have to make a Post Request. All you need to do is go to PostMan

  • Select POST: Make a POST request with the following URL. with your domain-specific Zoho accounts URL when you make the request.
  • Provide URL: https://accounts.zoho.com/oauth/v2/token
Postman interface on display

Go to Body Tab=> Provide Your Following Details=> Click Send

KeyValue
grant_typeauthorization_code
redirect_uriProvide a redirect URL that you have given during client registration
client_idProvide the Client ID that you got during client registration.
client_secretProvide your Client secret that you got during client registration.
codeEnter the grant token generated from the previous step
Postman interface on display 2 for Zoho CRM WooCommerce integration
  • Now Copy the Access Token
  • Access tokens expire after an hour of generation. To regenerate a new access token, use the refresh token.
Postman interface on display 3

Step 3: Regenerate Access Token #

As the access token is valid for one hour, we need to regenerate a new access token with the refresh token for Zoho CRM integration with WordPress.

Go to PostMan=> Provide URL: https://accounts.zoho.com/oauth/v2/token

Go to Body Tab=> Provide Your Following Details=> Click Send

KeyValue
refresh_tokenProvide your refresh token
client_idProvide your Client ID that you got during client registration.
client_secretProvide your Client secret that you got during client registration.
grant_typerefresh_token
Postman interface on display 4
  • Copy the Access Token for Zoho CRM WordPress integration.
Postman interface on display 5
  • Now go to Metform=> Settings=> CRM=> Zoho-> Paste the key Here=> Click Save
Access token is pasted

Create a New Form #

Step=>1: Go to Dashboard=> Pages=> Add new=>

  • Add Page Title
  • Select Template Elementor Canvas
  • Click on Publish
  • Edit with Elementor
Create a new form with MetForm which is a Zoho WordPress plugin
  • Step=>2: Search For Metform which is a Zoho WordPress integration plugin.
Search for MetForm
  • Step=>3: Click on the Selected Icon
Click on the selected icon
  • Step=>4: Select New=> Enter your Form Name=> Click on Edit Form
Click on Edit form
  • Just Drag and Drop three Field Named: Email , First Name, Last Name as same as Hubspot Created Form Field for Zoho CRM WooCommerce integration.
  • Click on Form Setting
Drag and drop 3 fields

Zoho Contacts #

  1. The Modal will appear named Form Setting=> CRM=> Enable Zoho Contact=> Save Changes
Modal appears on the screen

2. Go to the Site=> Fill out the form and Click on Submit Button for the Zoho CRM integration with WordPress.

Go to the site and click on the Submit button

3. Go to https://crm.zoho.com/=> Click on Contacts=> Showing the Metform Submitted Data in the Zoho Contact List

MetForm submitted data shows up in the Zoho contact list

This is how you can do WordPress Zoho CRM integration with MetForm without any hassle.

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Updated on June 12, 2022
Zapier Integration
Table of Contents
  • Get Started with WordPress Zoho CRM integration:
    • Get API Authentication Token for WooCommerce Zoho CRM integration
    • Step 1: Register your App
      • For Server-Based Application
      • For Self-Client
    • Step 2: Generate Access token and Refresh Token
    • Step 3: Regenerate Access Token
  • Create a New Form
  • Zoho Contacts

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