Title: Processors for Caldera Forms Author: xeiterochek Published: 3 Հուլիսի, 2017 Last modified: 16 Հուլիսի, 2017 --- Search plugins This plugin **hasn’t been tested with the latest 3 major releases of WordPress**. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress. ![](https://s.w.org/plugins/geopattern-icon/processors-for-caldera-forms.svg) # Processors for Caldera Forms By [xeiterochek](https://profiles.wordpress.org/xeiterochek/) [Download](https://downloads.wordpress.org/plugin/processors-for-caldera-forms.zip) * [Details](https://hy.wordpress.org/plugins/processors-for-caldera-forms/#description) * [Reviews](https://hy.wordpress.org/plugins/processors-for-caldera-forms/#reviews) * [Installation](https://hy.wordpress.org/plugins/processors-for-caldera-forms/#installation) * [Development](https://hy.wordpress.org/plugins/processors-for-caldera-forms/#developers) [Support](https://wordpress.org/support/plugin/processors-for-caldera-forms/) ## Description Zoho CRM Integration If you need the forms on your site to submit lead information to the installation of Zoho CRM, this plugin is for you. You can map the form fields to any lead fields in Zoho CRM. If different forms need to submit to different instances of Zoho CRM, that is possible too. ## Installation 1. Upload `processors-for-caldera-forms.php` to the `/wp-content/plugins/` directory 2. Activate the plugin through the ‘Plugins’ menu in WordPress 3. Create a form using Caldera Forms 4. Start editing the form 5. Head to Processors and add one of the new processors 6. (Zoho CRM) Enter the Zoho CRM authentication token into the dedicated field 7. Save and reload the form 8. (Zoho CRM) Head back to Processors and click on «Zoho CRM Integration» processor 9. (Zoho CRM) Set up mapping for any required field. The dropdown field across each form field lists all the lead fields available in your Zoho CRM installation ## FAQ Installation Instructions 1. Upload `processors-for-caldera-forms.php` to the `/wp-content/plugins/` directory 2. Activate the plugin through the ‘Plugins’ menu in WordPress 3. Create a form using Caldera Forms 4. Start editing the form 5. Head to Processors and add one of the new processors 6. (Zoho CRM) Enter the Zoho CRM authentication token into the dedicated field 7. Save and reload the form 8. (Zoho CRM) Head back to Processors and click on «Zoho CRM Integration» processor 9. (Zoho CRM) Set up mapping for any required field. The dropdown field across each form field lists all the lead fields available in your Zoho CRM installation (Zoho CRM) What is authentication token? Authentication token is a way to authenticate your WordPres installation when working with Zoho CRM API. In other words, it is like a username and password used when saving details of new leads into your Zoho CRM installation. Authetincation token allows Zoho CRM to check that the submission that your website makes is legit. It also allows to identify what Zoho CRM account to save the lead information to. (Zoho CRM) How do I find what my authentication token is? Please see instructions at https://www.zoho.com/crm/help/api/using-authentication- token.html (Zoho CRM) I want different Caldera Forms to submit to different Zoho CRM installations. In this possible? Yes, definitely. For each Caldera Form, enter authentication tokens of the Zoho CRM installations that you need those form to send leads to. (Zoho CRM) I want one Caldera Form to submit to two or more different Zoho CRM installations. In this possible? Yes, definitely. Add multiple Zoho CRM processors to the same form and configure them using different authentication aokens. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “Processors for Caldera Forms” is open source software. The following people have contributed to this plugin. Contributors * [ xeiterochek ](https://profiles.wordpress.org/xeiterochek/) [Translate “Processors for Caldera Forms” into your language.](https://translate.wordpress.org/projects/wp-plugins/processors-for-caldera-forms) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/processors-for-caldera-forms/), check out the [SVN repository](https://plugins.svn.wordpress.org/processors-for-caldera-forms/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/processors-for-caldera-forms/) by [RSS](https://plugins.trac.wordpress.org/log/processors-for-caldera-forms/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 0.1.2 * Switched to using the «caldera_forms_includes_complete» hook for checking if Caldera Forms core has been loaded #### 0.1.1 * Fixed bug with auto-initialisation of parameters array * Minor refactoring of lead creation method for Zoho CRM #### 0.1.0 * Initial release * Adding Zoho CRM integration processor ## Meta * Version **0.1.2** * Last updated **9 տարի ago** * Active installations **10+** * WordPress version ** 4.7 or higher ** * Tested up to **4.8.28** * Language * [English (US)](https://wordpress.org/plugins/processors-for-caldera-forms/) * Tags * [caldera](https://hy.wordpress.org/plugins/tags/caldera/)[crm](https://hy.wordpress.org/plugins/tags/crm/) [form](https://hy.wordpress.org/plugins/tags/form/)[lead](https://hy.wordpress.org/plugins/tags/lead/) [Zoho](https://hy.wordpress.org/plugins/tags/zoho/) * [Advanced View](https://hy.wordpress.org/plugins/processors-for-caldera-forms/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/processors-for-caldera-forms/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/processors-for-caldera-forms/reviews/) ## Contributors * [ xeiterochek ](https://profiles.wordpress.org/xeiterochek/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/processors-for-caldera-forms/)