Everest Forms Zoho CRM

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• Unlimited Website Usage
• Price is in US dollars and included tax

Everest Forms Zoho CRM is a premium integration addon for the Everest Forms WordPress plugin that allows you to automatically send form submissions to your Zoho CRM account. This is a powerful tool for businesses that want to streamline lead generation, sales pipeline management, and customer relationship workflows directly from their WordPress site.

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🔗 Key Features:

🔄 Seamless Zoho CRM Integration

• Automatically send data from Everest Forms to Zoho CRM without manual entry.

🔧 Custom Field Mapping

• Map form fields to Zoho CRM fields, including standard and custom fields in modules like Leads, Contacts, Accounts, and Deals.

⚙️ Conditional Logic Support

• Control which entries are sent to Zoho based on form responses or conditions (e.g., only send qualified leads).

🧩 Multi-Module Support

• Create or update data in different Zoho modules (Leads, Contacts, etc.) based on a single form submission.

🔐 OAuth Authentication

• Securely connect Everest Forms to your Zoho account using Zoho’s OAuth API.

🔁 Multiple Feeds

• Set up different Zoho CRM feeds for different forms or workflows (e.g., support vs. sales).

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📌 Use Case Examples:

• Contact Form → Zoho Leads
  Automatically add new contacts as Leads in Zoho with tags or campaign tracking.

• Event Registration → Zoho Contacts + Deals
  Add attendees as Contacts and log their interest as open Deals.

• Service Inquiry Form → Conditional Routing
  Send high-value inquiries to Zoho CRM, and general ones to an email only.

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✅ Benefits:

• Automates lead entry and follow-up

• Reduces manual errors and data duplication

• Speeds up your sales workflow

• Ensures CRM stays up-to-date with real-time submissions

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🛠 Requirements:

• Active Zoho CRM account

• Everest Forms Pro + Zoho CRM integration addon

• Valid Zoho API credentials (via OAuth setup)