{"id":1015,"date":"2017-10-24T09:52:39","date_gmt":"2017-10-24T09:52:39","guid":{"rendered":"http:\/\/support.gaconnector.com\/?p=1015"},"modified":"2020-05-21T06:43:51","modified_gmt":"2020-05-21T06:43:51","slug":"how-to-connect-ga-connector-with-zoho-crm-add-on-for-gravity-forms","status":"publish","type":"post","link":"https:\/\/gaconnector.com\/docs\/how-to-connect-ga-connector-with-zoho-crm-add-on-for-gravity-forms\/","title":{"rendered":"How to connect GA Connector with Zoho CRM add-on for Gravity Forms"},"content":{"rendered":"<div class=\"clarify-article-content\">\n<div class=\"clarify-steps-container\">\n<div id=\"clarify-step-3\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">First, make sure that you&#8217;ve installed GA Connector WordPress plugin and Zoho CRM extension<\/h3>\n<div class=\"clarify-step-instructions\">\n<p>Also, make sure you followed <a href=\"https:\/\/gaconnector.com\/docs\/free-trial-setup-instructions-for-gravity-forms\/\" target=\"\">this tutorial<\/a> first and created the necessary hidden fields in Gravity Forms.<\/p>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-2\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Open your WordPress admin &#8211; Forms &#8211; Settings &#8211; Zoho CRM<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-1009\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/open-your-wordpress-admin-forms-settings-zoho-crm-300x242.png\" alt=\"Gravity forms settings\" width=\"300\" height=\"242\" srcset=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/open-your-wordpress-admin-forms-settings-zoho-crm-300x242.png 300w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/open-your-wordpress-admin-forms-settings-zoho-crm-60x48.png 60w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/open-your-wordpress-admin-forms-settings-zoho-crm-150x121.png 150w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/open-your-wordpress-admin-forms-settings-zoho-crm.png 678w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div>\n<\/div>\n<\/div>\n<div id=\"clarify-step-4\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Click on &#8220;Clear Custom Field Cache&#8221;<\/h3>\n<div class=\"clarify-step-instructions\">\n<p>This will download new Zoho CRM fields to WordPress.<\/p>\n<p>Sometimes it doesn&#8217;t work right away with this add-on. In that case, you can try clearing cache multiple times, waiting or contacting add-on developers.<\/p>\n<\/div>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"alignnone wp-image-1010 size-medium\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-clear-custom-field-cache--278x300.png\" alt=\"Clear Custom fields cache\" width=\"278\" height=\"300\" srcset=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-clear-custom-field-cache--278x300.png 278w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-clear-custom-field-cache--768x830.png 768w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-clear-custom-field-cache--700x757.png 700w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-clear-custom-field-cache--56x60.png 56w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-clear-custom-field-cache--139x150.png 139w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-clear-custom-field-cache-.png 1014w\" sizes=\"(max-width: 278px) 100vw, 278px\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-6\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Then, open &#8220;Forms&#8221; and click on the forms you want to track<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"alignnone wp-image-1011 size-medium\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-open-forms-and-click-on-the-forms-you-want-to-track-300x158.png\" alt=\"The form you want to track\" width=\"300\" height=\"158\" srcset=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-open-forms-and-click-on-the-forms-you-want-to-track-300x158.png 300w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-open-forms-and-click-on-the-forms-you-want-to-track-768x405.png 768w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-open-forms-and-click-on-the-forms-you-want-to-track-700x369.png 700w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-open-forms-and-click-on-the-forms-you-want-to-track-60x32.png 60w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-open-forms-and-click-on-the-forms-you-want-to-track-150x79.png 150w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-open-forms-and-click-on-the-forms-you-want-to-track.png 952w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-7\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Click on Settings &#8211; Zoho CRM<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-1012\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-settings-zoho-crm-283x300.png\" alt=\"Zoho CRM Settings\" width=\"283\" height=\"300\" srcset=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-settings-zoho-crm-283x300.png 283w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-settings-zoho-crm-57x60.png 57w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-settings-zoho-crm-141x150.png 141w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/click-on-settings-zoho-crm.png 524w\" sizes=\"(max-width: 283px) 100vw, 283px\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-8\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Create a new or edit an existing Zoho CRM feed<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-1013\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/create-a-new-or-edit-an-existing-zoho-crm-feed-300x228.png\" alt=\"create-a-new-or-edit-an-existing-zoho-crm-feed\" width=\"300\" height=\"228\" srcset=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/create-a-new-or-edit-an-existing-zoho-crm-feed-300x228.png 300w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/create-a-new-or-edit-an-existing-zoho-crm-feed-768x583.png 768w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/create-a-new-or-edit-an-existing-zoho-crm-feed-700x531.png 700w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/create-a-new-or-edit-an-existing-zoho-crm-feed-60x46.png 60w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/create-a-new-or-edit-an-existing-zoho-crm-feed-150x114.png 150w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/create-a-new-or-edit-an-existing-zoho-crm-feed.png 1104w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-9\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Then, map the hidden Gravity forms fields you created with the new Zoho CRM fields<\/h3>\n<div class=\"clarify-step-instructions\">\n<p>Important: Zoho CRM add-on for Gravity forms doesn&#8217;t support underscores in the Zoho CRM field names.<\/p>\n<p>So if you have created Zoho CRM fields manually, please make sure that they don&#8217;t contain the &#8220;_&#8221; symbol.<\/p>\n<\/div>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-1014\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-map-the-hidden-gravity-forms-fields-you-created-with-the-new-zoho-crm-fields-259x300.png\" alt=\"Gravity forms fields with zoho crm fields mapping\" width=\"259\" height=\"300\" srcset=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-map-the-hidden-gravity-forms-fields-you-created-with-the-new-zoho-crm-fields-259x300.png 259w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-map-the-hidden-gravity-forms-fields-you-created-with-the-new-zoho-crm-fields-768x888.png 768w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-map-the-hidden-gravity-forms-fields-you-created-with-the-new-zoho-crm-fields-700x810.png 700w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-map-the-hidden-gravity-forms-fields-you-created-with-the-new-zoho-crm-fields-52x60.png 52w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-map-the-hidden-gravity-forms-fields-you-created-with-the-new-zoho-crm-fields-130x150.png 130w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/then-map-the-hidden-gravity-forms-fields-you-created-with-the-new-zoho-crm-fields.png 1048w\" sizes=\"(max-width: 259px) 100vw, 259px\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-10\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Sometime Zoho add-on won&#8217;t refresh new fields from Zoho CRM.<\/h3>\n<div class=\"clarify-step-instructions\">\n<p>In that case, you need to select &#8220;Add custom key&#8221; and type the Zoho name of the field manually.<\/p>\n<\/div>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-1028\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/sometime-zoho-add-on-won-t-refresh-new-fields-from-zoho-crm-300x97.png\" alt=\"Refresh the fields\" width=\"300\" height=\"97\" srcset=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/sometime-zoho-add-on-won-t-refresh-new-fields-from-zoho-crm-300x97.png 300w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/sometime-zoho-add-on-won-t-refresh-new-fields-from-zoho-crm-768x248.png 768w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/sometime-zoho-add-on-won-t-refresh-new-fields-from-zoho-crm-700x226.png 700w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/sometime-zoho-add-on-won-t-refresh-new-fields-from-zoho-crm-60x19.png 60w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/sometime-zoho-add-on-won-t-refresh-new-fields-from-zoho-crm-150x48.png 150w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2017\/10\/sometime-zoho-add-on-won-t-refresh-new-fields-from-zoho-crm.png 1060w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>First, make sure that you&#8217;ve installed GA Connector WordPress plugin and Zoho CRM extension Also, make sure you followed this tutorial first and created the necessary hidden fields in Gravity Forms. Open your WordPress admin &#8211; Forms &#8211; Settings &#8211; Zoho CRM Click on &#8220;Clear Custom Field Cache&#8221; This will download new Zoho CRM fields [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"_links":{"self":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/1015"}],"collection":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/comments?post=1015"}],"version-history":[{"count":5,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/1015\/revisions"}],"predecessor-version":[{"id":2279,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/1015\/revisions\/2279"}],"wp:attachment":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/media?parent=1015"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/categories?post=1015"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/tags?post=1015"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}