Plugin - ZohoCRM (Capture leads)

RSForm!Pro - Zoho CRM integration

The Zoho CRM integration plugin will allow you to automatically assign the user's submitted data to your Zoho CRM account as new leads.

Installing

Once you get there, click on the view all plugins and modules button associated with the RSForm!Pro license and click RSForm!Pro Files >> Plugins >> Zogo CRM plugin.

Installing it is done through the default Joomla! Extension Manager, as presented in this article: How to install the plugin

Configuration

After installing and publishing the plugin you will see, in Components >> RSForm!Pro >> Configuration that a new tab was added, Zoho CRM, which holds the configuration options.

When accessing this tab for the first time, there are three configuration options available:

  • Current API Version: API Version 1 / API Version 2
  • Host: zoho.com / zoho.eu / zoho.in
 
API Version 1
  • Zoho CRM Token: You can grab your own key from here: generate Authtoken, this only works with "crmapi" as scope; if you're viewing "creatorapi" or "DataAPI", the token won't work.
 
Video tutorial(instalation + configure API Version 1)
 
API Version 2
  • Zoho Account Email: Your Zoho CRM account email address
  • Return URL: Copy and paste this URL to the "Authorized redirect URIs" from Zoho CRM Client ID Details
  • Client ID: The generated Client ID provided by the Zoho CRM API Credentials
  • Client Secret: The generated Client Secret provided by the Zoho CRM API Credentials

In order to generate your Zoho CRM Credentials for API Version 2, you will have to take the following steps:

1. Access the Zoho CRM Developer Console URL: https://accounts.zoho.com/developerconsole

2. Click on "Add Client ID" button

3. Complete the form by adding:

  • Your name in "Client Name" field
  • Your website's domain in "Client Domain" field(remember to add "http://" or "https://" at the beginning, otherwise an error will be encountered)
  • The "Authorized redirect URIs" is mentioned in the "Return URL" option within the RSForm!Pro's Zoho CRM configuration tab (this should be something as the following: http://www.your-domain.com/administrator/index.php?option=com_rsform&task=plugin&plugin_task=zoho_auth)
  • The "Client Type", in this case will be "Web based"

4. Click on "Create" button

5. If all the steps have been taken correctly, a screen as the following will be displayed. Otherwise, you will have to start from the beginning.

6. Copy the "Client ID" and "Client Secret" from registration success screen and add them in the RSForm!Pro Zoho CRM configuration tab.

7. Save your details

8. After the details are saved, a new input field "Grant Token" and a new button "Generate Grant Token" will be displayed. You will have to click on the "Generate Grant Token" button.

9. Allow access for this application by clicking on the "Accept" button

10. You will be redirected to RSForm!Pro's Configuration page and you will notice that the "Grant Token" field has been automatically completed.

11. Click the "Generate Access Token" button and a successful message should be displayed.

12. Save again the configuration

Note:

If you change the API version you will have to reconfigure the mapped Zoho CRM fields, because the API is using different field IDs.

Enabling the integration

Head over to the RSForm!Pro component and Manage the form you would like to send Leads to your Zoho CRM account.

In the Form Properties access the Zoho CRM plugin and switch Use Zoho CRM Integration? to Yes.

Available options for the plugin:

  • Trigger workflow: - If enabled this will trigger the workflow rule while inserting the record into the CRM account (Workflows are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met, you can find more information in these articles: Developer API Help & Workflow Rules;
  • Update Lead if exists - If this is enabled, the existing lead entry will be automatically updated with the newly submitted information - matching is performed by the email address;
  • Enable Lead approval - Enabling this option, will be keep the newly added leads in approval mode, you will have to moderate them from your Zoho account;
  • Include / Exclude null values - Include / Exclude - Choose whether to include or exclude null values when inserting the record in the CRM account;
 
Using the plugin

Below the plugin's options you have a list of Lead Information which can be mapped with RSForm!Pro standard files. Simply use the Dropdown Field and select which of the already created RSForm!Pro fields should be mapped.


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