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Zoho CRM Integration Add-on

Installation​

warning

You need to have WebForms Pro 3 installed prior to this add-on installation.

Install the package with commands:

composer require mageme/module-webforms-3-zoho
php bin/magento module:enable MageMe_WebFormsZoho
php bin/magento setup:upgrade

Update​

Update the package with commands:

composer update
php bin/magento setup:upgrade

Remove​

Uninstall the package with command:

composer remove mageme/module-webforms-3-zoho

Sample forms​

You can import sample forms using Import Form in the Manage Forms page:

sample-forms.zip

System Configuration​

You can access the system configuration through the Stores > Configuration > WebForms admin page.

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Zoho Integration Add-on​

General settings that are required to connect Zoho CRM / Desk and Magento.

  1. Please create Self Client in the Zoho Api Console if you don't have it.
  2. Paste the following cod in the Scope parameter of the Self Client and press the Create button. After that copy/paste received Code value into the Magento configuration.
ZohoCRM.modules.ALL, ZohoCRM.settings.ALL, ZohoCRM.Files.CREATE, ZohoCRM.users.READ, Desk.basic.READ,
Desk.settings.READ, Desk.tickets.CREATE, Desk.tickets.UPDATE, Desk.contacts.READ, Desk.contacts.CREATE

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Domain​

Your Zoho domain which you connect to.

Client ID​

Your Zoho Self Client "Client ID".

Client Secret​

Your Zoho Self Client "Client Secret".

Code​

Your Zoho Self Client "Code". Please click on Save Config after you paste in the code.

Token​

Click on "Generate Token" button to create new access token for integration. You can generate the token after you paste and save the Code from the Self Client popup. Please click on Save Config after you generate the token.

Form Configuration​

Edit the form on Manage Forms page and select the Zoho Integration Settings tab to access registration parameters.

Zoho integration settings tab

Enable Zoho Integration​

Enable or disable Zoho integration for the form.

Lead Owner​

Map Zoho user to the created lead record.

Lead Source​

Set the lead source from the available list which can be configured in Zoho admin panel.

Customer Email​

Map Zoho customer account email to the form email input.

note

If you leave at Default value the first found Email input type field will be used. If there is no Email input field in the form then the logged in customer email will be used instead.

Fields Mapping​

Map Zoho contact attributes to form fields.

Tags​

Assign Zoho tags to new contacts.