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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
- Download and enable the module
- Go to the config page (admin/config/people/zohocrm) and insert your Zoho settings
- Enable the plugin modules you would like to use (eg. webform)
Configuration (Webform module)
- Enable ZohoCRM and configure (as above)
- Go to the webform admin page (admin/config/people/zohocrm/webform)
- Choose your webform and enable
- Map your webform fields to ZohoCRM fields (set to n/a or blank if no mapping is requried)
- Click Save
- 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
- Minimally maintained
Maintainers monitor issues, but fast responses are not guaranteed. - Module categories: Integrations
- Created by retrodans on , updated