README

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

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

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.

mageme / module-webforms-3-zoho

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