MageMe WebForms Zoho CRM & Desk Integration
mageme/module-webforms-3-zoho
Pushes Magento 2 form submissions to Zoho CRM as leads and Zoho Desk as tickets. Supports OAuth 2.0 authentication, file attachments, custom field mapping, and automatic token refresh.
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Tested on Magento 2.4.9
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Each release is tested against the latest Magento version at that time.
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README
Loaded from GitHubMageMe WebForms Zoho for Magento 2
Push Magento 2 form data to Zoho CRM and Zoho Desk from a single module. This free add-on for MageMe WebForms creates CRM leads and helpdesk tickets through Zoho's REST APIs with OAuth 2.0 authentication and automatic token management.
Features
- Zoho CRM: create leads with owner assignment and lead source tracking
- Zoho Desk: create tickets with department, channel, priority, and status mapping
- Dual integration — use CRM, Desk, or both from the same form
- OAuth 2.0 authentication with built-in refresh token generation from the admin panel
- Automatic access token refresh with database persistence
- Attach files and photos to CRM leads and Desk tickets
- Auto-create Desk contacts when a matching contact does not exist
- Map form fields to Zoho custom fields (cf_ prefix for Desk)
- Resend submissions to Zoho manually from the Magento admin panel
Requirements
- Magento 2.4.x
- MageMe WebForms 3 version 3.5.0 or higher
- PHP
curlandjsonextensions - Zoho CRM and/or Zoho Desk account with API access
Installation
composer require mageme/module-webforms-3-zoho
bin/magento setup:upgrade
bin/magento cache:flush
Configuration
- Go to Stores > Configuration > MageMe > WebForms > Zoho and enter your Zoho OAuth credentials (Client ID, Client Secret). Use the built-in tool to generate a refresh token.
- Enable Zoho CRM and/or Zoho Desk integration.
- Open any form in the admin panel and configure the Zoho integration tab to map form fields to lead or ticket properties.
Other MageMe WebForms Integrations
Complete your Magento 2 form integration stack:
- Salesforce — create Salesforce leads with campaign tracking
- HubSpot — sync contacts, companies, and tickets
- Freshdesk — create support tickets with agent routing
- Zendesk — create tickets with custom field types
- Klaviyo — build profiles and grow your email lists
- Mailchimp — subscribe customers to audiences
- Zapier — connect forms to 7000+ apps
Custom Magento development
Need a feature an extension doesn't cover, or a bespoke Magento build? MageMe takes on custom extension development and integration work.
Support
- Documentation: docs.mageme.com
- Bug reports and feature requests: GitHub Issues
License
Governed by the MageMe End User License Agreement (mageme.com/license). This add-on is distributed free of charge.
MageMe WebForms is a no-code form builder for Magento 2 — conditional logic, multi-step forms, file uploads, and CRM integrations. → Get WebForms
This content is fetched directly from the module's GitHub repository. We are not the authors of this content and take no responsibility for its accuracy, completeness, or any consequences arising from its use.