Zoho CRM is a powerful customer relationship management (CRM) software that can be easily added to WordPress websites. To add Zoho CRM to a WordPress website, first download the Zoho CRM plugin from the WordPress Plugin Directory. Once the plugin is downloaded, locate the ZIP file and extract the plugin to the /wp-content/plugins/ directory. Activate the plugin through the WordPress admin panel. Once the plugin is activated, visit the plugin’s settings page and enter the Zoho CRM login credentials. Click the ‘Activate’ button to authorize Zoho CRM to access the WordPress database. To add a new Zoho CRM account, click on the ‘Add an Account’ button and enter the required details.
Once the account is added, click on the ‘Activate’ button to authorize the account to access the Zoho CRM data. To add a contact in Zoho CRM, click on the ‘Add a Contact’ button and enter the required details. The contact will be added to the WordPress contact database and can be accessed from the WordPress contact list. To manage the Zoho CRM data in WordPress, visit the plugin’s ‘Data’ page and click on the ‘Edit’ button to open the Zoho CRM data editor. The data can be managed in the same way as the WordPress data. To conclude, adding Zoho CRM to a WordPress website is simple and can be done within minutes.
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