Caldera Forms Zoho CRM Addon

From: $49.00 for 1 year

Zoho gives you a 360-degree view of your sales cycle and pipeline. The Caldera Forms Zoho CRM Add-On allows you to quickly integrate Caldera Forms with Zoho’s CRM.

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Documentation Version: 1.1.1 Last Updated: 2017-10-09 SKU: caldera-forms-zoho-crm-addon Tag:

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Description

Caldera Forms is one of a kind WordPress form builder. With its user friendly drag and drop interface, it’s simple to create forms for your WordPress site that look awesome on any device. Caldera also comes with a range of add-ons, like integration with the Zoho CRM platform, which allows users to automate their day-to-day business activities allowing them to focus on selling without having to worry about digging through data. Use the Caldera Forms Zoho CRM Addon to track your sales activities and gain complete understanding of your sales cycle.

Zoho’s various configuration and customization options help you adapt the CRM software to the way your team works. Control how information passes through your pipeline with custom layouts, automations, modules, and fields. With the Caldera integration, make it simpler than ever before to keep your website leads up to date in the powerful Zoho CRM software.

Seamless Zoho Integration

Quickly and easily integrate with Zoho CRM when a form is submitted.

Create Contacts

Create a contact in Zoho whenever a user submits a Caldera form on your website.

Update Contacts

Update a contact’s details in Zoho when a form is submitted, helping you to keep your customer communications up to date effortlessly.

Create Leads

Create a Lead and assign it to the newly created Contact in ZOHO, .

Conditional Logic

As with all of our Add-Ons, use Caldera Forms built in Conditional Logic to only integrate with Zoho CRM when you want to!

Documentation

You can learn how to install, activate and configure the product here.

As your list of customers and leads grows, you need to make sure the sales processes you’ve designed can scale and that the same level of attention is given to the right customers and leads. Spend more time focusing on them and less time worrying about keeping your lists up to date thanks to this seamless Caldera / Zoho integration.

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