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Why Zoho CRM Integration with WordPress is Crucial to Improve Leads?

March 23, 2022 | 6 Minutes Read
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Pankaj Sakariya
March 23, 2022
Zoho-Wordpress-Integration

Your first aim is to handle your customers in the most effective and meaningful manner. For any online business, users are very important. Having a robust, streamlined, and highly scalable customer relationship management system is the need of the hour. 

You can make processes and operations easier and streamlined with such a CRM system that efficiently takes care of all customer-related processes and operations. 

Zoho CRM is one such customer relationship management system that has carved a niche for itself by offering a wide range of custom features and functionalities. When you go for Zoho CRM integration with WordPress, the potential is endless. 

Zoho CRM is a cloud-based SAAS subscription CRM system. With Zoho CRM, you can automate sales, marketing, promotion, and customer support processes. 

You can reap many benefits with Zoho CRM at your disposal. You can improve conversion rates and customer engagements and streamline data management. It also helps to shorten sales cycles and increase revenues. Also, the sales team can handle clients more effectively by improving processes and operations. One of the great things about Zoho CRM is that you can customize them as per your organizational requirements. 

Furthermore, you will not need any hardware or software to run Zoho CRM on your system. It is an online system that is available at any given time. You can manage your sales funnel excellently with the platform. You will be able to offer a superior user experience to your users and earn their loyalty. 

Why Should You Need to Integrate Zoho CRM with WordPress?

Do you know that your website can be a great source of leads? If you have a WordPress website and want to maximize its benefits, you can integrate Zoho CRM with the website to get the most out of it. 

Your CRM system should be integrated with the website to capture all visitors and data and turn them into leads. With the Zoho WordPress integration, you can create web forms, embed them in the website, and capture leads directly into your system. 

What are the Benefits of Integrating Zoho CRM with your WordPress Business?

Zoho CRM is one of the most preferred and high-rated sales CRM software used by more than 150,000 businesses in 180 countries. Here is a list of benefits that you should know about Zoho CRM. 

Simple and Easy to Use

One of the best things about Zoho CRM with WordPress is that it is easy to learn and use. It is a user-friendly application that can also be customized according to your business needs. The software has different sections and makes the management of all processes easy. 

Automated Tasks

The Zoho CRM plugin for WordPress helps professionals automate various tasks by applying instant actions. It saves time and effort, and they can focus on more productive tasks such as getting more leads and improving conversion rates. 

Add Third-Party Applications

You can also add third-party plugins and applications to your Zoho CRM for more features and functionalities. Furthermore, you don’t know the advanced level of coding to do it. Even a beginner can do it swiftly and easily without prior coding knowledge. 

Perform Multitasking with Zoho CRM 

Zoho CRM with WordPress can be accessed and used from all channels such as social media, emails, live channels, and websites. Whenever you want to contact your clients, you can do it effortlessly. You can communicate with your customers at any given time to solve their issues and address their concerns. 

Cost-Efficient

Zoho CRM is a highly reliable and, at the same time, very cost-efficient CRM tool for enterprises and businesses. You can get a wide range of payment options for your business needs. Also, it automates processes to reduce manual work. It will improve your efficiency and productivity for operations. All you need to do is to hire Zoho development services

How to Integrate Zoho CRM with WordPress?

The best way to integrate Zoho CRM with WordPress is to use Fluent Forms as it is a very simple tool and highly efficient. Moreover, you will not need any coding experience for the integration. 

These forms are available with 65 and more pre-built templates and 35 and more third-party integrations. Furthermore, the new Fluent Forms version 4.3.1, Zoho CRM is already added. You can hire WordPress developer for the job. 

Also, with this integration, you can give a dynamic look to your form with the help of the Custom CSS feature. Also, you can use post creation, range slider field, reCAPTCHA, hCAPTCHA, and other features to give an effective and innovative design to your form. 

Here is the process:

Step-1:

First, you need to visit the WordPress dashboard and then select the Fluent Forms pro. You need to go to the Integration Modules section and then click and activate Zoho CRM. 

Step-2: 

Now, you need to copy your Zoho CRM account URL, client ID, and client secret for the process. 

If you don’t have a Zoho CRM account, you need to make one. Choose server-based applications from the API console as client type. Now create the Zoho API console by adding details such as client name, homepage URL, and others. You will get all the details in the client secret option, such as the client ID and client secret. You can copy and paste them on the Fluent Forms dashboard. 

Step-3: 

You need to select any form from the All Forms section to connect with the Zoho CRM. Once you choose the form, go to Global settings and open the Marketing & CRM settings. Now, select Zoho CRM Integration at the top right center. 

Once you do it, you will need to set up the Zoho CRM API. Once you click on it, you will need to add your client ID and client secret. Now click on Save. Once the process is completed, you will be redirected to Zoho CRM for verification. Click on Accept to complete the process. 

You need to give name to the feed and select services, email, lead service, status, and other details. Now, click on the Create Zoho CRM feed button. 

Conclusion 

Zoho CRM Integration with WordPress can be a game-changer for your business. It has many benefits, and you can get more leads, revenues and serve your customers in a more meaningful manner. All you need to do is hire the best Zoho developers, and they will do the rest.

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