How to Create Zoho CRM Opt-in Forms to Capture Leads
In this tutorial, you will learn how to create Zoho CRM forms in WordPress with MailOptin so you can start capturing and saving leads and contacts to your account.
Before you start
Ensure that you’ve connected Zoho CRM by saving your account API and secret keys to its connection settings.
Creating Opt-in forms
First, open your WordPress admin dashboard then click on MailOptin > Optin Campaigns.
Next, click the Add New button at the top of the page to create a new opt-in form.
Give your new opt-in campaign a name…
… then select a theme for the campaign you want to create.
MailOptin will create your new campaign then redirect you to the campaign customizer where you have options and the flexibility to customize the opt-in form any way you like.
Connecting Zoho CRM to an opt-in campaign
Having finished customizing the form, open the Integrations panel to configure Zoho CRM…
… then select Zoho CRM in Email Provider dropdown and the module (Leads or Contacts) where subscribers will be saved to.
You also have the option to assign tags, select owner and source, add a description of the subscriber and finally the workflows to trigger.
To actually get the opt-in to display on your site, toggle the activate switch ON at the top (close to “Save Changes” button).
Navigate to the “Display Rules” panel.
If you want the opt-in form to be displayed everywhere (all pages) of your WordPress site, also check “Globally load optin” otherwise use the page level targeting and triggers to determine how and where in your site the opt-in will be shown.
Finally, save the changes. Preview your website and you should see the opt-in displayed. If it doesn’t show up, be sure to clear your website and browser cache.
Follow the guides below to learn how to create other popular types of email opt-in form. And don’t forget to select Zoho CRM at the Integration panel.