This feature will allow you to instantly send all of your hard earned leads directly to your Zoho lists. Follow the instructions below to set up the integration.
While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:
If you have already connected your Zoho account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.
If you go to the main Integrations dashboard to connect, look for Zoho in the page integrations list.
First, you will need to select which data center you are using (Zoho.com, Zoho.eu or Zoho.in), then click Continue to Zoho in order to log in and accept that you will connect your Instapage workspace to your Zoho account.
Our direct integration is using the API of Zoho and in order to correctly connect your Zoho account, you need to be the Zoho account owner or a team member/user with API permissions.
Note that if a lead already exists in the integration's database but the same data set is submitted again, a duplicate will be created regardless.
The account connection step is done once per workspace. Once you have connected the account, come back to the slideout menu for the page you want to integrate with Zoho and continue with the steps below.
NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list. Click Continue.
Now you need to map your Instapage fields to the ones in Zoho;
Make sure all the Zoho fields marked with an asterisk (*) are mapped in order for the integration to work.
If you map a field with the [None] option, the data submitted in that field will not be sent to Zoho.
The Auto Generate option will create a text field inside your integration.
If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.
NOTE: If you happen to see the following error, it means you disabled Leads Module. You can enable it again by going to Setup - Customization - Modules and Fields - Below you can find a GIF showing how you can enable it again in order to make the error disappear.
If you went through all the steps, click on Finish and you should see a confirmation message.
Then click on CLOSE.
In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.
You can check the leads that arrive in your Zoho account by accessing Other Modules - Leads - Recently created leads.
Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware, and, as a consequence, the user interface may differ from the provided screenshots.
- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.
- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.
- Always test your integration with real email addresses as some systems recognize fake emails.
- All fields need to have a label/name in order for the integration to work. Please do not leave the label empty or with just space characters. You can pick the 'hide label' option for some field types.