Zoho offers a comprehensive suite of cloud-based applications designed to manage various aspects of your business, including customer relationship management (CRM), email marketing, project management, and more.
WordPress, on the other hand, is a widely used and highly customizable content management system (CMS) that powers millions of websites worldwide.
In this guide, we will explore the steps involved in integrating Zoho with WordPress, enabling you to harness the combined capabilities of these two powerful tools.
How Do I Integrate Zoho With WordPress?
In this article, we will guide you through the process of integrating Zoho with WordPress, enabling you to harness the combined capabilities of these two platforms.
Step 1: Choose the Zoho Applications.
Zoho offers a variety of applications to cater to different business needs, such as Zoho CRM, Zoho Books, Zoho Forms, Zoho Campaigns, and more.
For instance, if you need to manage customer relationships, Zoho CRM would be a suitable choice. If you want to automate email marketing campaigns, Zoho Campaigns is the ideal application.
Step 2: Install and Activate the Zoho WordPress Plugin.
Start by logging into your WordPress dashboard and navigating to the “Plugins” section. Click on “Add New” and search for the “Zoho CRM” plugin. Install and activate the plugin.
Step 3: Configure the Zoho WordPress Plugin.
Enter your Zoho account credentials and select the Zoho application you want to integrate with WordPress. Follow the on-screen instructions to authorize the plugin to access your Zoho account.
Step 4: Set Up Zoho Web-to-Lead Forms.
Zoho Web-to-Lead forms allow you to capture user information directly from your WordPress website and automatically sync it with Zoho CRM.
To set up a Web-to-Lead form, go to your Zoho CRM account and navigate to “Setup” -> “Webforms.”
Create a new form and customize it to collect the desired information. Once the form is ready, copy the generated HTML code.
Return to your WordPress dashboard and create a new page or post where you want the form to appear.
Switch to the “Text” editor mode and paste the HTML code provided by Zoho CRM. Publish the page or post to make the form live on your website.
Step 5: Enable Zoho Campaigns Integration (Optional).
If you wish to integrate Zoho Campaigns with WordPress to automate your email marketing efforts, follow these additional steps.
To add a subscription form to your WordPress website, create a new page or post and switch to the “Text” editor mode.
Use the shortcode [zoho-campaigns-form] to display the subscription form. Publish the page or post to make the form visible to your visitors.
Step 6: Test and Verify Integration.
After completing the integration steps, it’s essential to test the integration to ensure everything is working correctly.
Fill out the Web-to-Lead form on your WordPress website and verify if the data is being captured and synced to your Zoho CRM account.
Similarly, test the subscription form if you have integrated Zoho Campaigns. Regularly monitor the integration to ensure that data is being synced accurately and in real time.
If you encounter any issues, refer to the documentation provided by Zoho or reach out to their support team for assistance.
By following the steps outlined in this article, you can seamlessly connect Zoho applications like CRM and Campaigns with your WordPress website.
Automating tasks, managing customer relationships, and optimizing your email marketing efforts becomes more streamlined, allowing you to focus on growing your business.