How to integrate a CRM web form in WordPress?

How to integrate a CRM web form in WordPress?

To publish a  CRM web form in WordPress:

Generate a web form in CRM with the required fields.
When you are done with building the form and specifying the form details, you will see the embed options. Select the Wordpress tab. You can choose from three formats - embed, source and iFrame. Copy the required HTML code and paste it in the WordPress HTML editor.
Preview and publish the form.

Note for source code format:

When the HTML code is generated for the web form, by default, there
are certain system generated hidden fields in the HTML code. If you
remove these Zoho defined hidden fields, the web form will not work.
Here is the code snippet that should not be removed from you web form
source code.

<input type='text' style='display:none;' name='xnQsjsdp' value=sample value />
<input type='text' style='display:none;' name='xmIwtLD' value=sample value />
<input type='text' style='display:none;' name='actionType' alue=sample value />
Also, the third-party site on which you embed the Zoho CRM web form, may convert some special characters provided in the web form due to which the form may not work.
    • Related Articles

    • How does Zoho CRM integrate with Google Docs?

      CRM uses the Google OpenID Federated Login API to attach documents from Google Docs.
    • How can I activate or deactivate my web form?

      You can activate or deactivate the web form by following the steps given below: Click Setup > Website Integration > Web Forms In the Web Forms page, move the mouse pointer over the desired form and click the Settings icon. Click ...
    • How to add fields in an existing web form?

      In the form builder, you can drag & drop the fields you need and change the font style and size, background color, alignment of the fields, etc. To add fields in an existing web form Click Setup > Website Integration > Web Forms. In the Web Forms ...
    • How can I activate or deactivate my web form?

      You can activate or deactivate the web form by following the steps given below: Click Setup > Website Integration > Web Forms In the Web Forms page, move the mouse pointer over the desired form and click the Settings icon. Click ...
    • Can I use any type of fields in the web form?

      In web forms, you can use the following type of fields: Text, Integer, Percentage, Decimal, Currency, Data, DateTime, Email, Phone, Pick List, URL, Text Area, Checkbox, Multiselect Pick List. Please note that Lookup, Auto Number and Formula fields ...