WordPress Users – Zoho CRM Integration Guide

Installation

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
  • Click on ‘Upload Plugin’
  • Upload plugin zip
  • Activate plugin
FTP, SFTP, SCP etc…
  • Unzip plugin zip
  • Upload the unzip plugin folder to your ‘/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
  • Activate plugin

Configuration

  • API Version: Select a API version.
    • API 2.0

    • Register App in Zoho CRM to get Client ID and Client Secret. Click here.
      • Login to Zoho CRM if not logged in Zoho CRM.
      • Click on ‘GET STARTED’ button.
      • Click on ‘Server-based Applications’ button.
      • Client Name: Enter the client name. Like ‘Integration’.
      • Homepage URL: Enter the your site domain. Like https://example.com/
      • Authorized redirect URIs: Enter the redirect URL. The format is {your site domain}/wp-admin/admin.php?page=zoho_wp_user_configuration. Like https://example.com/wp-admin/admin.php?page=zoho_wp_user_configuration
      • Click on “Create” button.
    • Client ID: Add your Zoho CRM App Client ID.
    • Client Secret: Add your Zoho CRM App Client Secret.
    • Click on ‘Authorize’ button.
    • You can see Zoho CRM login page if not logged in Zoho CRM. If not logged in Zoho CRM, login to Zoho CRM.
    • Click on ‘Allow’ button.
    • API 1.0

    • Instance URL: Enter your ZOHO CRM instance URL. Like https://crm.zoho.com, https://crm.zoho.eu, etc…
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

Integration Settings

  • Go to ‘Admin’ -> ‘Users Integration’ -> ‘Integration Settings’
  • Select a ZOHO CRM module you want to integrate
  • Click on ‘Filter’ button to filter module fields
  • Check ‘ZOHO CRM Integration?’ checkbox if you want to integrate ZOHO CRM
  • Map fields which you want to map
  • Click on ‘Save’ button to map fields
  • Note: Map fields which is creatable in ZOHO CRM module

Users Integration