Connecting WP Elementor Forms to Zoho CRM Leads: A Step-by-Step Integration Guide

Elementor is a popular WordPress page builder plugin that allows users to create and design visually appealing websites without the need for coding knowledge. With its intuitive drag-and-drop interface, Elementor provides a powerful platform for building and customizing web pages.

Zoho CRM, on the other hand, is a customer relationship management (CRM) software that helps businesses manage their interactions with leads, prospects, and customers. It provides a centralized hub for storing customer data, tracking sales activities, and streamlining the sales process.

Integrating Elementor with Zoho CRM allows you to seamlessly connect your website’s forms built with Elementor to Zoho CRM’s Leads module. By doing so, you can capture user information directly from your website and automatically create leads within Zoho CRM, enabling you to efficiently manage and follow up with potential customers.

In the following steps, we’ll guide you on how to connect your Elementor forms with Zoho CRM’s Leads module, enabling a smooth flow of data from your website to your CRM system. Let’s get started!

To connect a WP Elementor form to Zoho CRM’s Leads module, you can follow these general steps:

1. Set up Zoho CRM:
   • Sign up for a Zoho CRM account if you haven’t already.
   • Create a Zoho CRM Leads module or ensure that one already exists.
2. Install and configure the necessary plugins:
   • Install and activate the “Elementor Pro” plugin on your WordPress site if you haven’t already.
   • Install and activate the “Elementor Pro Form Widget – Zoho CRM” plugin. This plugin allows you to integrate Elementor forms with Zoho CRM.
3. Configure the Zoho CRM integration plugin:
   • Go to your WordPress dashboard and navigate to Elementor → Zoho CRM.
   • Enter your Zoho CRM Client ID, Client Secret, and Redirect URI, which you can obtain by creating an API client in your Zoho CRM account.
   • Authenticate the plugin with your Zoho CRM account.
4. Create a form in Elementor:
   • Edit the page where you want to display the form using Elementor.
   • Add a Form widget to your page and customize it according to your requirements. Include the necessary form fields to capture the lead information.
5. Configure the Zoho CRM settings for the form:
   • In the Elementor editor, select the Form widget and go to the “Actions After Submit” section.
   • Choose “Zoho CRM” from the “Add Action” dropdown.
   • Configure the mapping between the form fields and the corresponding fields in Zoho CRM’s Leads module.
6. Save and update the page:
   • Save the changes you made to the Elementor form.
   • Update the page to apply the changes.

With these steps completed, when a user submits the Elementor form, the data will be sent to Zoho CRM and a new lead will be created in the Leads module.

Note: The specific steps and plugin names may vary depending on the plugins and versions you are using. It’s recommended to refer to the documentation provided by the Zoho CRM integration plugin and Elementor Pro Form Widget – Zoho CRM plugin for detailed instructions.