Contact Form Zoho Premium sends submissions from supported WordPress form plugins to Zoho CRM and Bigin. It is suited to sites that need form entries mapped to CRM records. The process depends on a supported form plugin and a connected Zoho account.

Supported integrations include Contact Form 7, WPForms, Elementor Forms, Ninja Forms, Formidable Forms, and Contact Forms Entries Plugin. Create a feed for a form, select a Zoho object, and map submitted values to its fields. Available record types include Contacts, Accounts, Leads, Orders, and Cases.

Field mapping and record management

Premium mapping works with custom Zoho CRM fields and custom modules, as well as phone fields across Zoho objects. Lead Source and Status can also be set in Zoho CRM.

• Map form fields to Zoho CRM and Bigin objects.
• Send Zoho CRM attachments and tags.
• Assign objects to Zoho Tasks and set an object owner in Zoho CRM.
• Use Zoho Object Layouts and approval mode.
• Add an object as a campaign member in Zoho.
• Create or update an account and assign it to another object.

The create-or-update workflow checks whether an entry already exists in Zoho CRM. It updates the existing entry when one is found, or makes a new record when there is no match. This can associate repeat form submissions with an existing CRM entry.

Submission context, filters, and logs

Premium functions can include Google Analytics parameters and user geolocation with submitted form data. Lookup tools can retrieve a lead’s email address or phone number through email and phone lookup APIs.

Submissions can be filtered based on visitor input or sent as notes to a Zoho object. One or more form fields can be combined in notes associated with Contacts, Accounts, Leads, Orders, or Cases. Zoho Logs show whether a submission was sent, and entries can be resent from the logs. Manual submission sending is also supported.

Setup workflow

Install Contact Form 7 or another supported form extension, then install Contact Form Zoho Premium. In Zoho Accounts, add an account using the available API key connection. Create a feed in Zoho Feeds, select the form and Zoho object, and map the fields. Submit a test entry and check Zoho Logs to confirm the result. The feed’s available mappings depend on the selected form, object, and fields.