Everest Forms Zoho CRM GPL v1.0.1

Everest Forms Zoho CRM GPL Overview

The Everest Forms Zoho CRM Addon integrates Everest Forms with Zoho CRM, a cloud-based customer relationship management tool. This integration allows you to seamlessly capture form submissions and directly send them to Zoho CRM as leads, contacts, or other records. With this addon, you can map form fields to Zoho CRM fields, including custom fields, ensuring that the data collected from your forms is accurately transferred and organized in your CRM.

Key Features of Everest Forms Zoho CRM GPL:

1. Connect Multiple Zoho CRM Accounts:
   • Easily connect and integrate multiple Zoho CRM accounts with Everest Forms. This allows you to manage data from different Zoho CRM accounts in a centralized way.
2. Map Form Fields to Zoho CRM Fields:
   • Map the fields from your Everest Forms to corresponding fields in Zoho CRM. This includes both default fields and custom fields, ensuring that all the data submitted via the form is accurately captured in Zoho CRM.
3. Set Lead Source, Status, Rating, and Description:
   • Customize how the leads are created in Zoho CRM by setting the lead source, status, rating, and description directly from the settings. This helps you categorize and prioritize leads more effectively.
4. Easy Form Field Mapping:
   • The addon allows you to easily link form fields to Zoho CRM fields. This ensures that all relevant information collected through your forms is transferred to Zoho CRM in the correct format.
5. Custom Field Support:
   • You can map custom fields from Everest Forms to Zoho CRM, allowing you to capture and send additional data that is unique to your business needs.

Benefits of Using Everest Forms Zoho CRM GPL:

• Streamlined Lead Management:
  • The integration automates the process of transferring leads from your website forms directly into Zoho CRM, saving time and ensuring that no lead is missed or lost.
• Accurate Data Mapping:
  • By mapping form fields to Zoho CRM fields, you ensure that the data collected is organized and stored correctly, making it easier to track and manage customer information.
• Customizable Lead Data:
  • You can customize the lead data, such as source, status, and rating, which helps you segment and prioritize leads according to your business requirements.
• Multiple Zoho CRM Account Support:
  • The ability to connect multiple Zoho CRM accounts means you can manage and track leads from different sources or departments in one place, making the integration more flexible and scalable.
• Enhanced Efficiency:
  • Automating the process of sending form submissions to Zoho CRM eliminates the need for manual data entry, reducing errors and saving time for your sales and marketing teams.

Conclusion:

The Everest Forms Zoho CRM GPL addon is a powerful tool for businesses looking to streamline their lead management process. By integrating Everest Forms with Zoho CRM, you can automatically capture form submissions as leads, contacts, or other CRM records, ensuring accurate and efficient data management. The ability to map form fields to Zoho CRM fields, including custom fields, and customize lead information like source, status, and rating, provides flexibility and control over how your leads are handled. Whether you’re using Zoho CRM for sales, marketing, or customer support, this integration helps improve your workflow and enhance your CRM system’s capabilities.