Wordpress CRM Integration

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Triggering Zoho CRM Workflows through WordPress

If you use Workflows in your Zoho CRM, you can trigger those automatically when creating a new entry using Ninja Forms‘ Zoho CRM extension.

Quick Instructions

  1. Start from the Ninja Forms menu in your WordPress dashboard and edit the form you wish to use.
  2. In your field mapping options, set a value of ‘true’ (no quote marks) and map this to the Trigger Workflows field map.

Screenshot for Setting Zoho CRM Workflow Trigger

Now, when the form creates a new entry (Lead, Contact, Account, etc.), the plugin will automatically trigger any workflows associated with the creation of these.