Magento 2 Zoho CRM & Desk Integration — MageMe WebForms

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 curl and json extensions
• 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

1. 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.
2. Enable Zoho CRM and/or Zoho Desk integration.
3. 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

About MageMe WebForms

MageMe WebForms is a professional form builder for Magento 2 that saves development time. Create any form your store needs — contact forms, quote requests, job applications, customer surveys — with conditional fields, multi-step layouts, file uploads, approval workflows, and native integrations with leading CRM and helpdesk platforms.

Get MageMe WebForms for Magento 2

Support

• Documentation: docs.mageme.com
• Issue Tracker: GitHub Issues

License

Proprietary. See License for details.