Are you looking for a hassle-free solution to send your WordPress form data to different destinations? Look no further; Ninja Forms has the perfect solution for you!
Our user-friendly solution, the Ninja Forms Zoho CRM add-on, empowers business owners, marketers, and website administrators to connect WordPress forms and Zoho CRM effortlessly and communicate seamlessly. This eliminates the need to create and maintain custom integrations or manually transfer your WordPress form data to your Zoho CRM.
The benefits of our Zoho CRM add-on extend beyond eliminating unnecessary work. With the seamless connection between your WordPress form and Zoho CRM, you can enhance your customer relationship management processes. The add-on ensures that your CRM system continuously updates with the latest information captured through your WordPress forms, which is crucial for making informed business decisions.
Additionally, you can redirect the WordPress form submissions to different destinations or databases using our Ninja Forms Conditional Logic add-on.
In this blog post, we will show you how to send and save your WordPress form data to different locations, depending on the choice made by the form users.
Table of contents
- Install the Ninja Forms plugin and create a new form
- Connect WordPress form to Zoho CRM
- Set form actions and map fields that will submit form data to Zoho CRM
- Create a conditional logic that redirects data to two different locations
Install the Ninja Forms plugin and create a new form
We will use a “Conference attendance registration” form to send the first-time attendee’s form data to the Zoho CRM database and submit the second-time attendee’s form data to the Ninja Forms database. This way, we can register first-time attendees as new leads in Zoho CRM.
First, install our free Ninja Forms core plugin (download) by navigating to your WordPress dashboard and clicking Plugins>Add New. Locate the Search Plugins field, type “Ninja Forms,” then click the Install Now button and activate.
Once the Ninja Forms plugin is installed, we create a “Conference Registration” form. Here is a detailed guide on how to create a new form.
For our conference registration form, we use the following fields:
- Informational fields
- First Name
- Last Name
- Phone
- City
- Country
- Single Line Text field and label it “Company Name.”
- Radio List field and give the label, “Is this the first time you’re attending our conference?” Make the field a required field and add two options. Label them (Yes and No) and add values (Yes and No), as shown in the below image.
Connect Ninja Forms to Zoho CRM
Connecting Ninja Forms with Zoho CRM is easy. We’ll need:
- The WordPress form that we have created above, “Conference Registration Form,”
- A Zoho CRM account. If you already use Zoho CRM, that is great; you don’t need to create a new account. Otherwise, you can create a free Zoho CRM account.
- Ninja Forms Zoho CRM add-on.
Step 1: Install the Zoho CRM WordPress Plugin (Ninja Forms Zoho CRM add-on).
Ninja Forms Zoho CRM add-on will act as a bridge between Zoho CRM software and Ninja Forms. This WordPress add-on is availablein our PRO and Elite membership collections or can be purchased as single, five, or twenty-site licenses.
Here is a step-by-step guide on how to download and install the add-on.
Step 2: Link your Zoho CRM account to a WordPress form by creating a “connected app.”
Generate 3 values
To create a connected app, we will need to visit https://accounts.zoho.com/developerconsole and generate these 3 values:
- Client ID
- Client Secret
- Authorization Code
Then we’re going to feed the three values to our WordPress form to connect the form and Zoho CRM.
- Head over to https://accounts.zoho.com/developerconsole and choose Client Type: Self Client, then click Create. You will receive a success notification message.
- On the Client Secret tab, you will find the client ID andclient secret. Copy both client ID and client secret to your WordPress form dashboard by going to Ninja Forms dashboard> Settings>Zoho CRM Setting.
Please note that Zoho CRM settings are only available once you’ve installed our Zoho CRM WordPress plugin (Ninja Forms Zoho CRM add-on), as we did above.
Generate the authorization code
- Still on the Zoho interface, next to the Client Secret tab is the Generate Code tab; click it and input Scope to ZohoCRM.modules.all and Scope Description to Ninja Forms.
- Click Create and copy the code produced to the WordPress form by heading over to theNinja Forms dashboard> Settings>Zoho CRM Setting>Authorization Code.
- Save the settings, and you can test your API authorization by clicking Click to test your Zoho connection. For a successful authorization, you will get a communication status as a requestaccepted by the API.
Add Zoho CRM form action and map the fields
Our WordPress form will send data to different locations, the Lead Module in Zoho CRM and Ninja Forms submission. We’ll set criteria that determine if the data is sent to Zoho CRM or the Ninja Forms database.
We want people to register for a conference. We’re asking them to fill out the basic information (names, phone number, email, company name, city, country) and one important question that will determine where the WordPress form data will be sent: “Is this the first time you’re attending our conference?”
When the answer is “yes,” then the submission is sent to Zoho CRM. If the answer is “no,” the form submission data is redirected to the Ninja Forms database.
Step 1: Add Form actions
For every Ninja Form created, there is a Submit button that is automatically created and records form submissions to the Ninja Forms database.
We’ll add another form action that will record the form data on the Lead Module in Zoho CRM. This is by going to the form’s Email & Action tab>Add New Action>Add to Zoho CRM. Now you have added another form action that will direct data to Zoho CRM.
Step 2: Map the WordPress form data fields to the Lead Module in Zoho CRM.
When you’re at the Add to Zoho CRM form action setting, on the Zoho Field Map, click the + to choose a form field. We start by picking the first name field. Next, on the Zoho Field, pick the Lead First Name field. By doing that, you have mapped the WordPress form’s first name field with the Zoho CRM Lead Module’s first name field. This makes it possible for the two fields to communicate and exchange data.
Please repeat the mapping field process for all the fields in the WordPress form.
Set a Conditional Logic to redirect on form submission
To set a conditional redirect in our WordPress form, we will need to install the Conditional Logic add-on (which is included in all of our Ninja Forms memberships or can be purchased individually). Once you have access to our Conditional Logic add-on, download and install it. Here is a step-by-step guide on how to download and install the extension. You know you have successfully installed the Conditional Logic add-on when you can see it on the advanced tab of the form.
Set form action to send form data to Ninja Forms Database
To set the Ninja Forms Conditional Logic add-on to redirect our form submissions, head over to the Emails & Actions of your WordPress Form. Then go to Record Submission Settings>Conditional Logic and set the conditional logic for the record submission form action as shown in the image.
If the answer to the question is “no,” the form submission is sent to the Ninja Forms database.
Set form action to send form data to Zoho CRM
Next, move to the Add to Zoho CRM form action and set the Conditional Logic
If the answer to the question is “yes,” the form submission is sent to the Zoho CRM database.
That’s it! You have set your WordPress form submission to two destinations (Zoho CRM and Ninja Forms database).
If you use a different CRM than Zoho, worry not—we’ve got you covered!
Learn how to:
- Integrate WordPress Forms with Capsule CRM
- Integrate WordPress Forms with HubSpot CRM
- How to Connect Pipeline CRM to WordPress
- Integrate Salesforce to WordPress
- Connect WordPress Forms to Insightly CRM
Bid farewell to the maintenance of custom integrations and manual data transfers for WordPress forms
Whether you are collecting leads, processing customer inquiries, or managing subscription forms, the Ninja Forms Zoho CRM add-on ensures that the data is automatically and accurately transferred to Zoho CRM.
At Ninja Forms, we understand that every business has unique needs, and that’s why we offer you the freedom to purchase our add-ons individually, tailored to your specific requirements. Whether you are managing a single site, a portfolio of five sites, or a larger network of 20 sites, our licensing options are designed to accommodate your scale. Additionally, we believe in the quality and effectiveness of our add-ons, which is why we offer a 14-day money-back guarantee.
If you have questions about our Zoho CRM add-on, check out the add-on documentation or reach out to our support team for help.
Did you know theNinja Forms core plugin is free? It comes packed with a bunch of awesome features, like calculations, unlimited submissions, submission management, spam protection, and more. Check out all the features that come included for free in the Ninja Forms core plugin!
Besides our free features, we offer over 40 different integrations to help match your needs and wants into a form-building experience unlike any other. Unlike our competitors, all our add-ons can be purchased individually in one-, five-, or twenty-site licenses. Need more add-ons? We recommend going with one of our membership plans, including additional discounts for even more add-ons!
Want to learn more about Ninja Forms? Check out our frequently asked questionsto get your answers right away!
