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Zoho CRM

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To enable integration with Zoho CRM, make sure that you activated appropriate integration module. Go to Advanced Settings page and turn on Activate Zoho CRM Integration module. Then go to General Settings page, find Zoho CRM Connection section and connect plugin to your Zoho CRM account. After successful connection go to popup editor, click  button on Top Toolbar, select Integrations tab and click  Zoho CRM button. New Zoho CRM integration will be added. Click  to configure integration. It has the following parameters:

  • Name. The name of the integration. It is used for your convenience.
  • Enabled. You can disable this integration by turning this off.
  • Execute. You can specify when integration must be executed: after successful popup submission, when user confirmed submitted data using double opt-in feature, after successfully completed payment or after non-completed payment.
  • Fields. Map popup fields to Zoho CRM fields.
  • Conditional logic. If enabled, you can create rules to enable this integration depending on the values of input fields.
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