Everest Forms - Zoho CRM Addon

The Zoho CRM Addon integrates Everest Forms with Zoho CRM, enabling automatic transfer of form submissions to your Zoho CRM account. This addon allows you to map form fields to Zoho CRM fields, including custom fields, and configure lead properties directly from your form settings.

Key Features

• Multiple Account Connections - Connect multiple Zoho CRM accounts to a single Everest Forms installation.
• Form Field Mapping - Map form fields to Zoho CRM fields and list fields for accurate data transfer.
• Custom Field Support - Link form fields to custom fields created in your Zoho CRM account.
• Lead Configuration - Set lead source, status, rating, and description from addon settings.
• Conditional Logic - Create conditional rules to make data transfer between forms and Zoho CRM dynamic based on form responses.
• Automatic Lead Capture - Automatically send form submissions as leads to Zoho CRM without manual data entry.

Best For

This addon is designed for WordPress users who use Zoho CRM for lead management and want to automate lead capture from website forms. It suits businesses that need to streamline lead collection, manage multiple CRM accounts, and apply conditional logic to lead routing and configuration.