Plugin - ZohoCRM (Capture leads)

RSForm!Pro - Zoho CRM integration

The Zoho CRM integration plugin will allow you to automatically assign the user's submitted data to your Zoho CRM account as new leads.

Installing

After accessing your memberships section, click on the view all plugins and modules button associated with the RSForm!Pro license and click RSForm!Pro Files >> Plugins >> Zoho CRM plugin.

Installing it is done through the default Joomla! Extension Manager, as presented in this article: How to install the plugin

Configuration

After installing and publishing the plugin you will see, in Components >> RSForm!Pro >> Configuration that a new tab was added, Zoho CRM, which holds the configuration options.

When accessing this tab for the first time, you'll find the following configuration options:

• Host: zoho.com / zoho.eu / zoho.in / zoho.com.cn / zoho.com.au / zoho.jp / zoho.sa / zohocloud.ca
• Zoho Account Email: Your Zoho CRM account email address
• Return URL: Copy and paste this URL to the "Authorized redirect URIs" from Zoho CRM Client ID Details (more details below)
• Client ID: The generated Client ID provided by the Zoho CRM API Credentials
• Client Secret: The generated Client Secret provided by the Zoho CRM API Credentials

In order to generate your Zoho CRM Credentials, you will have to take the following steps:

1. Access the Zoho CRM Developer Console URL: https://accounts.zoho.com/developerconsole

2. Click on "Add Client ID" button

3. Complete the form by adding:

• Your name in "Client Name" field
• Your website's domain in "Homepage URL" field(remember to add "http://" or "https://" at the beginning, otherwise an error will be encountered)
• The "Authorized redirect URIs" is mentioned in the "Return URL" option within the RSForm!Pro's Zoho CRM configuration tab (this would be the following, though remember to replace your website domain):
  
  https://www.your-domain.com/administrator/index.php?option=com_rsform&task=plugin&plugin_task=zoho_auth


• The "Client Type", in this case will be "Server Based Applications"

4. Click on "Create" button

5. Copy the "Client ID" and "Client Secret" from registration success screen and add them in the RSForm!Pro Zoho CRM configuration tab.

6. Save your details (settings have to be firstly saved).

7. After the details are saved, a new button called "Authorize Zoho CRM Application" will be displayed, which you'll have to click.

8. This will redirect to Zoho where you'll have to Allow access for this application by clicking on the "Accept" button. In case you're encountering an error, this is most likely caused by either the client credentials being incorrect, or due to the Return URL which wasn't added properly via Zoho (have these re-checked and try once more).

9. You will be then redirected back to RSForm!Pro's Configuration page and with a successful message if everything was done properly.

Enabling the integration

Head over to your form you would like to send Leads to your Zoho CRM account (backend > Components > RSForm!Pro > Manage Forms > your form).

In the Form Properties access the Zoho CRM plugin and switch Use Zoho CRM Integration? to Yes.

Available options for the plugin:

• Use Zoho CRM Integration - No/Yes
• Action - Subscribe / Let the user decide - If you allow the user to select his own subscribe option, make sure the field you use has the following value set: subscribe. Any other value provided and the subscription will be ignored.
• Show API messages in the frontend - No/Yes - If enabled, it will display the Zoho API messages in the frontend to aid in debugging.
• Trigger workflow: - If enabled this will trigger the workflow rule while inserting the record into the CRM account (Workflows are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met, you can find more information in these articles: Developer API Help & Workflow Rules;
• Update Lead if exists - If this is enabled, the existing lead entry will be automatically updated with the newly submitted information - matching is performed by the email address;
• Enable Lead approval - Enabling this option, will be keep the newly added leads in approval mode, you will have to moderate them from your Zoho account;
• Track Google Adwords Data - No/Yes
• Lead Assignment Rule ID - in order for assignment rules to work, you'll need to include your Lead Assignment Rule ID (check the following right picture).
• Null values - Include / Exclude - Choose whether to include or exclude null values when inserting the record in the CRM account;
• Select Layout - Usig this option you can select the layer that you need to map

Using the plugin

Below the plugin's options you have a list of Lead Information which can be mapped with RSForm!Pro standard files. Simply use the Dropdown Field and select which of the already created RSForm!Pro fields should be mapped.