Experimental project

This is a sandbox project, which contains experimental code for developer use only.

A module to integrate Drupal with basic ZohoCRM functionality.

Why?

Whilst there is another ZohoCRM module, that one was only made for Drupal6, and it was a lot more appealing and useful to start from scratch with good standards, than try to rewrite/updgrade that older module.

Features

  • Connection to ZohoCRM API
  • Ability to map webform fields to ZohoCRM fields for a single webform
  • Tested with:
    • textfield > textfield
    • checkbox > checkbox
    • checkbox > select list
    • Note: should also work with most other field types

Installation of ZohoCRM

  1. Download and enable the module
  2. Go to the config page (admin/config/people/zohocrm) and insert your Zoho settings
  3. Enable the plugin modules you would like to use (eg. webform)

Configuration (Webform module)

  1. Enable ZohoCRM and configure (as above)
  2. Go to the webform admin page (admin/config/people/zohocrm/webform)
  3. Choose your webform and enable
  4. Map your webform fields to ZohoCRM fields (set to n/a or blank if no mapping is requried)
  5. Click Save
  6. Test in detail - let me know of fringe cases that break it (testing has been limited)

Planned Improvements

  • Tidy up code between main module and sub-module
  • ability to add multiple webforms
  • connect to contact-us form

Project information

  • caution Minimally maintained
    Maintainers monitor issues, but fast responses are not guaranteed.
  • Module categories: Integrations
  • Created by retrodans on , updated