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The LSX Zoho CRM addon for Caldera Forms allows you capturing leads via form on your WordPress website, then it posts that data to Zoho CRM. Wordpress Tutorial

Noted That:

  • To install correctly this lsx-zoho-crm-addon-for-caldera-forms.zip .
  • Fisrt Download the lsx-zoho-crm-addon-for-caldera-forms.zip to your computer
  • Extract/Open lsx-zoho-crm-addon-for-caldera-forms.zip to Your Computer.
  • Then, Find readme.txt file inside lsx-zoho-crm-addon-for-caldera-forms.zip and Open readme.txt .
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the Tips Below.

Start the Tips:

1. First Download " lsx-zoho-crm-addon-for-caldera-forms.zip " Plugin to your Local Computer. (Click Download)

2. Then, Login to your " yourdomain.com/wp-admin " Dashboard.

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3. Then, Click on " Plugins " + " Add New " from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse " lsx-zoho-crm-addon-for-caldera-forms.zip "  Downloaded plugin from your computer, Where you downloaded lsx-zoho-crm-addon-for-caldera-forms.zip According to Step – 1 Above then, click on " Install Now"

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6. Now, Click on " Active Plugin"

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7. Then, See left sidemenu. " LSX Zoho CRM Addon for Caldera Forms " folder is added on left sidemenu. Now, Click on " LSX Zoho CRM Addon for Caldera Forms " folder.

   Noted that: If you do not see " LSX Zoho CRM Addon for Caldera Forms " folder on left sidemenu then, see at left sidemenu " Settings " or " Tools ".

8. Now you configure yourself oR Watch video tutorial below about  LSX Zoho CRM Addon for Caldera Forms Configurtions and Settings or How to work " LSX Zoho CRM Addon for Caldera Forms " in your WordPress site.

 

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After Activated Plugin According to Step-6 then,

  1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find " LSX Zoho CRM Addon for Caldera Forms " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is LSX Zoho CRM Addon for Caldera Forms
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide
  1. Ensure you have the Caldera Forms plugin installed
  2. Upload the LSX Zoho CRM Caldera Forms Add-on to the /wp-content/plugins/ directory
  3. Activate the plugin through the ‘Plugins’ menu in WordPress
  4. Go the the plugin options page /wp-admin/options-general.php?page=lsx_cf_zoho and follow instructions on configuring your Zoho CRM to allow access.
  5. Create a Caldera Form and click the Processors tab to select the relevant Zoho processor(s) you wish to apply to the form

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