Zoho CRM

 Zoho CRM is a tool to store customer information and provide customer management, automated marketing, enterprise development solutions, and departmental systems. 


Step 1: Access the admin page: Piotnet Addons -> Settings > Integration > Zoho Integration select the appropriate Domain and fill in the Client ID and Client Secret information, click Save Settings to save the changes.

  • Note: When ADD CLIENT select Server-based Applications.
     – Client Name: Enter Client Name
     – Homepage URL: https://your-domain.com
     – Authorized Redirect URIs: https://your-domain.com/wp-admin/admin.php?page=piotnet-addons-for-elementor
Server-based Applications
Zoho CRM Infomation

Domain: You must use your domain-specific Zoho Accounts URL to generate access and refresh tokens. The following are the various domains and their corresponding accounts URLs.

  • For US: accounts.zoho.com
  • For AU: accounts.zoho.com.au
  • For EU: accounts.zoho.eu
  • For IN: accounts.zoho.in
  • For CN: accounts.zoho.com.cn
  • For JP: accounts.zoho.jp

Step 2: After saving the valid information, click Authenticate Zoho CRM to confirm access.

zoho crm 1
Allow zoho to access accounts

Step 3: Create a form to collect necessary information.

Create new form

Step 4: Click submit button -> Actions After Submit -> Add Action, select Zoho CRM.

Add Zoho CRM to Actions After Submit

Step 5: In Zoho CRM section select the appropriate module to save customer information. Then click GET TAG NAME. The list of Tag Name will be displayed.


Step 6: Mapping the fields and the corresponding shortcode to save information into Zoho CRM.

Example (Field First Name):

Copy First_Name to Tag Name
Copy shortcode to Field ShortCode
  • Completed all fields mapping
Completed all fields mapping

Check form activity.

Notice: while inserting records there are a few system-defined mandatory fields that you need to mention. In order to successfully insert records in Zoho CRM, make sure you enter user-defined mandatory fields too.

Please refer to System-defined mandatory fields for each module

Please check your email inbox. If you haven’t received anything,

also check your spam folder.

PAFE Form Builder


PAFE Widgets

piotnet addons for elementor white icon
Popup Trigger URL
Piotnet Addons For Elementor