In this tutorial, we will show you a simple WordPress/PHP to Zoho CRM Integration.
We will be submitting a form where the details will be sent over to your Zoho CRM Control Panel using the Zoho CRM API.
Wordpress To Zoho API Integration
Steps 1
The first step in the process is to generate Authtokens in order to connect to the ZOHO CRM API.
The AuthToken can be generated by visiting the URL below and replacing your email & password with one of your choices.
URL: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=YOURMEIALHERE&PASSWORD=YOURPASSWORDHERE
And you run the above successfully in your address bar, you will have a response similar to the one below.
Parameters:
Parameter Name | Description |
EMAIL_ID | Specify your Email address |
SCOPE | Zoho CRM/CRM API or ZohoCreator/Creator API |
PASSWORD | Specify your Zoho creator password |
Notes
Access and manage all the active secret auth tokens of your account by selecting Settings -> Active Authtokens in https://accounts.zoho.com
Step-2
In this step, to Add Record in Zoho If you adding lead in Zoho.
Use this URL and pass XML data in URL and after run to insert that data add and show in Zoho lead.
Parameters
Parameter Name | Usage | Description |
authtoken | Required | Valid API authtoken |
scope | Required | Specify the value as CRM API |
<application name> | Required | Name of application that contains the form. |
<form name> | Required | Name of form that contain a field name. |
<field name> | Required | Link to the field value. |
SampleXML Data:
<Leads>
<row no="1">
<FL val="First Name">First Name</FL>
<FL val="Last Name">Last Name</FL>
<FL val="Email">[email protected]</FL>
<FL val="Department">php</FL>
<FL val="Phone">999999999</FL>
<FL val="Fax">99999999</FL>
<FL val="Mobile">99989989</FL>
<FL val="Assistant">none</FL>
</row>
</Leads>
Leads:
Field Name | API Format | Data type | Maximum Limit |
Lead owner | Lead owner | Lookup | – |
Salutation | Salutation | Pick list | – |
First Name | First Name | Text box | Alphanumeric(40) |
Title | Title | Text box | Alphanumeric(100) |
Last Name* | Last Name | Text box | Alphanumeric(80) |
Company* | Company | Text box | Alphanumeric(100) |
Country | Country | Text box | Alphanumeric(30 |
Zip Code | Zip Code | Numeric | Alphanumeric(30) |
Street | Street | Text box | Alphanumeric(250) |
City | City | Text box | Alphanumeric(30) |
State | State | Text box | Alphanumeric(30) |
Description | Description | Text area (long text) | 32000 characters |
Lead Source | Lead Source | Pick list | – |
Industry | Industry | Pick list | – |
Annual Revenue | Annual Revenue | Currency | Decimal (16) |
Phone | Phone | Text box | Alphanumeric(30) |
Mobile | Mobile | Text box | Alphanumeric(30) |
Fax | Fax | Text box | Alphanumeric(30) |
Alphanumeric and Special characters(100) | |||
Secondary Email | Secondary Email | Alphanumeric and Special characters(100) | |
Skype ID | Skype ID | Text box | Alphanumeric(50) |
Website | Website | URL | Alphanumeric(120) |
Lead Status | Lead Status | Pick list | – |
Rating | Rating | Pick list | – |
No. of Employees | No. of Employees | Numeric | Integer (16) |
Email Opt-out | Email Opt-out | Check box |