Well the most powerful things are induced when we do and keep them as whole and this is a perfect example of the integration taking place among ZohoCRM and WordPress. Upon merging , an application's leads can be saved into the other application too and this is the most beneficial thing because it saves both time and money. Custom Zoho salesIQ can be effective since they provide everything in real time thus interacting better and saving time for other purposes. Several applications and services offer a wide variety of ways to build forms but the most prominent is the use of plugins such as WPForms and ninja forms. For this you might also require an easy going process which will not require any code to implement the integration of customized forms. Let's look at certain steps which will guide us to build a suitable Zoho Form in WordPress.
1. Plugins allow you to embed your Zoho sites directly into the WordPress without any code but for the purpose these plugins must be loaded with handy features like :
a) Form Abandonment : This enables you to generate leads about the candidates who filled their form but weren't able to submit the same.
b) Offline Mode : This feature enables you to generate leads even without an internet connection.
c) Upload Fields : This feature is provided to upload a file larger than 20 MB.
2. Once you have installed plugins , now you can make use of the templates or the themes provided in WordPress. Simply go to add a new section in the plugin you have used and opt for a suitable form which you require to build. The default field of any form consists of four fields namely , your first name , last name , e-mail address and the message. Always use an unique email address so that there won't be a risk of rewriting any potential lead.
3. Upon completion of the form , now we will require it to upload it to a website and through the plugin you have used , it will be easy to either add your form to a page or place it in the sidebar of your respective website.
4. We now need to connect our plugin to a proper application from where our customized forms can be available at just a click . Connecting it to both the platforms i.e. ZohoCRM and WordPress will allow us to trigger the information as one and unique and it will be easily identifiable .
5. It all comes down to the final step now and it is testing . Before jumping into any conclusive materials , a test and run technique can be used and once it works , you are all set to continue the use of your customized Zoho forms.