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Websites are one of the most important sources of leads for your business. That means your CRM system should be well integrated with your website to c … Wordpress Tutorial
Noted That:
  • To install correctly this zoho-crm-forms.zip .
  • Fisrt Download the zoho-crm-forms.zip to your computer
  • Extract/Open zoho-crm-forms.zip to Your Computer.
  • Then, Find readme.txt file inside zoho-crm-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:

Step-1 : Download " zoho-crm-forms.zip " to Your Local Computer.

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

Login to Wordpress Zoho Crm Forms

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Go to Plugin Install Zoho Crm Forms

Step-4 : Now, Click on " Upload Plugin " button.

Click Upload Button Zoho Crm Forms

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

Upload Plugin Zoho Crm Forms

Step-6 : Now, Click on " Active Plugin "

Activate Zoho Crm Forms

Step-7 : Then, See left Side Menu. " Zoho Crm Forms " folder is added on left Side Menu. Now, Click on " Zoho Crm Forms " folder.

Noted that: If you do not see " Zoho Crm Forms " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Zoho Crm Forms Configurations and Settings or How to work " Zoho Crm Forms " in your WordPress site.

oR

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 " Zoho CRM Lead Magnet " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is Zoho CRM Lead Magnet
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide
  1. Install the WordPress plugin from WordPress Marketplace. Upload the plugin folder to the /wp-content/plugins/ directory or install via the Add New Plugin menu.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.
  3. Once you activate your Zoho CRM forms plugin, you’ll be asked to authenticate access from Zoho CRM. To do that, simply  enter the username and password of your CRM account.

The plugin installation is now complete and the integration between Zoho CRM forms and WordPress is established.

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