Plugin Origins

LightSpeed has invested years into this plugin, one of our Tour Operators back in 2015 needed to integrate Zoho CRM into there website deeply.

The first version of our Zoho CRM plugin used the Zoho CRM API Version 1.0. Zoho rolled out a 2.0 version of their API and set a date for retiring the old 1.0 API. LightSpeed decided to polish it up the plugin and submit it to WordPress.org as an open-source plugin. 

The requirement was to capture new product enquiries via a form, then send those detail to Zoho CRM via their API and save a new lead in the CRM database. We proposed to our client that we build a Zoho CRM API integration add-on plugin for the Caldera Forms plugin. 

Zoho CRM is the top-rated sales CRM software by Customers helping customers build everlasting customer relationships with the world’s favourite CRM. Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the world’s favourite customer relationship management software.

Caldera Forms is a WordPress form builder plugin that makes complex forms easy. Caldera Forms is developed to be responsive, intuitive and meet the needs of the modern WordPress site builder. Caldera Forms is the free WordPress form builder plugin that does more.

Open Source Plugin on WordPress.org

LightSpeed has released version 2.0.0 of the Zoho CRM Add-on for Caldera Forms. The plugin has been updated to support version 2.0 of the Zoho API. The most notable changes in the API is the use of JSON for requests, and the use of the OAuth 2.0 protocol for authentication. For a more detailed list visit the Zoho website.

The open-source Caldera Forms Zoho CRM plugin was officially accepted for download on WordPress.org in January 2019. Small business WordPress website owners using Caldera Forms and Zoho are able to download the LSX Zoho CRM Addon for Caldera Forms WordPress plugin for free from WordPress.org.

Since the release of the plugin, LightSpeed has consistently maintained the plugin to ensure it stays up to date with changes in the WordPress core, the Caldera Forms plugin and the Zoho CRM API. Keeping a plugin like this updated is essential for the security and stability of the plugin. 

More information about the Caldera Forms Zoho CRM Add-on can be found on our LSX Product Website.

Important notice for existing users

If you previously bought the add-on, the following information is very important. There are a few steps you need to follow when moving to the new version.

  1. Deactivate and delete the previous plugin completely.
  2. Then install the new version. Either:
    1. Search for the plugin, “LSX Zoho CRM Addon for Caldera Forms”, via the plugins screen inside your WordPress dashboard
    2. Or download the plugin from WordPress.org and upload it via your plugins screen

Unfortunately you will have to reconfigure all form processors that create leads, contacts or tasks. The plugin changed in a way that could not avoid this.

Documentation & Support

Whether you are an existing or new user of this plugin, detailed setup documentation can be found here. LightSpeed would like to thank all those who have supported the development of the plugin in the past, we hope you continue to enjoy this useful plugin. Thank you to our new users as well, we hope it benefits your business, helping you become more productive. If you run into problems and need support, please send a detailed query to [email protected].

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