WordPress to Zoho CRM Integration

Requirement

A finance company based in the United States, who specialises in providing business loans, reached out to us with a concern regarding lead management with Zoho CRM. They were encountering difficulties in handling leads generated from their website’s contact forms, which were constructed on the WordPress platform. To simplify the process of capturing and managing leads, they were seeking to incorporate their WordPress forms with Zoho CRM’s lead module.

Challenges

Our Client was using a WordPress plugin for their forms to collect the data. Their sales team was managing those lead data manually into Zoho CRM. This was time-consuming and prone to errors, which led to lost leads, reduced efficiency, and ultimately, a negative impact on their business performance.

Solutions

Our team worked closely with Client’s IT department to implement the solution. We first conducted a thorough analysis of their existing WordPress forms and Zoho CRM setup to identify the required fields and data mapping. Then, we developed and tested the custom API integration to ensure that it met the client’s needs and requirements. Once the integration was tested and approved, we deployed it to the live website.

Conclusion

With this integration, leads were automatically populated in their Zoho CRM, eliminating the need for manual data entry. This allowed the client to immediately respond to leads and effectively manage them in real-time. The integration also provided accurate lead information and reduced the risk of errors associated with manual data entry.

The seamless integration of WordPress forms with Zoho CRM lead module improved their lead management process and enhanced overall business performance. We at SkyWeb Micro Solutions continue to provide ongoing support and maintenance to ensure the smooth functioning of the integration.

By automating the lead capture process, they were able to increase their conversion rates and revenue while saving time and reducing errors. The client was very pleased with the results, and the integration significantly improved their overall lead management process.