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Set up your first integration
Quickly connect WordPress to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate WordPress with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Comment" from WordPress.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects WordPress and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Status
Try ItTriggerPolling- Post_status
- Post_type
Try ItTriggerPolling- Updated User
Triggers when a user is updated.
Try ItTriggerInstant - FileRequired
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt_text
- Comment_status
- Ping_status
ActionWrite
- New Media
Triggers when a new media is uploaded.
Try ItTriggerPolling - Post_types
- Post_statuses
- Trigger only when state changes?
Try ItTriggerInstant- New User
Triggers when a new user is created.
Try ItTriggerPolling - Post_typeRequired
ActionWrite
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Practical ways you can use WordPress and Zoho CRM
Log new leads from Zoho CRM in WordPress.
Easily keep track of new leads. As soon as a new lead is added to Zoho CRM, Zapier can create a draft post in WordPress. This can help business owners track bios or updates on prospects they want to showcase on their WordPress site without manual redundancies.
Business Owner
Sync WordPress users with Zoho CRM contacts.
Keep your contact data in sync easily. When a new user signs up on your WordPress website, Zapier creates a new contact in Zoho CRM. This ensures that all user data is centralized in Zoho for better management and troubleshooting.
ITTrack new WordPress posts in Zoho CRM.
Stay updated on new content. When a new post is published in WordPress, Zapier can log it as a new entry in Zoho CRM. This lets the marketing team track and potentially tie published content to lead engagement, all in one centralized place.
Marketing & Marketing OpsLearn how to automate WordPress on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about WordPress + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with WordPress and Zoho CRM
How do I set up the integration between WordPress and Zoho CRM?
To integrate WordPress with Zoho CRM, you will need to use a third-party tool like Zapier. You'll need to create an account and set up a 'zap,' which is an automated workflow. In this case, you'll choose WordPress as the trigger app and Zoho CRM as the action app. We guide you through linking your accounts, setting triggers like 'New Post' in WordPress, and specifying actions such as 'Create Lead' in Zoho CRM.
What are some common triggers from WordPress that I can use?
Common triggers from WordPress include 'New User Registration', 'New Post Published', and 'Comment Added.' These trigger events can initiate actions in Zoho CRM automatically once configured in your zap setup.
Can I create custom triggers for my integration?
While we provide a wide array of standard triggers, you can also use webhooks or other custom functionality to set up personalized triggers based on specific actions within your WordPress site.
Which actions can be performed in Zoho CRM when a trigger is activated in WordPress?
Upon activation of a trigger event from WordPress, typical actions in Zoho CRM include 'Create or Update Lead', 'Create Task', or 'Add Note'. You'll have options depending on what information you want transferred or what action you want automated.
Is coding knowledge required to integrate WordPress with Zoho CRM?
No coding knowledge is required. Our platform provides a user-friendly interface to connect your apps using pre-built integrations without writing any code. For more advanced customizations like webhooks, some technical knowledge might be beneficial.
How often do the triggers update between WordPress and Zoho CRM?
Trigger updates and data synchronization frequency depend on the plan you're using; however, they typically occur within 5-15 minutes if you're on a paid plan, ensuring timely updates between platforms.
Can I map custom fields from my website forms to Zoho CRM?
Yes, during setup you'll have the ability to map fields from forms captured on your website directly into corresponding fields in Zoho CRM. This includes both standard and custom fields so that all necessary information is passed accurately.
