If you’re using Elementor Pro for your website and Zoho to manage your customers, you’ve probably realized that moving contact info from one to the other by hand is a total headache.
The good news? You can actually link them up so that every time someone fills out a form on your site, their details pop up in Zoho automatically. It feels like magic, but it’s actually just a simple “handshake” between the two programs.
Here is exactly how to do it, step-by-step, even if you’ve never touched an “API” in your life.
Phase 1: Get the Key from Zoho
Think of this like getting a spare key to your house so Elementor can let itself in to drop off the mail.
- Log into your Zoho CRM.
- Click the Settings (Gear icon) in the top right.
- Look for a section called Developer Space and click on APIs.
- You are looking for API Settings. Zoho will give you a Client ID and a Client Secret.
- Copy and paste these into a Notepad. You’ll need them in a minute.
Phase 2: Set Up Your Elementor Form
Now, let’s go to your WordPress site and get the form ready.
- Open your page in Elementor.
- Click on your Form to open the settings on the left.
- Find the tab called Actions After Submit.
- Click the
+sign and choose Webhook. (A Webhook is basically just a digital pipe that sends data from point A to point B).
Phase 3: Connect the Pipe
Once you select “Webhook” in Elementor, a new menu option will appear right below it. This is where we finalize the connection.
- The Webhook URL: This is the “address” where Elementor sends your data. You’ll get this link from a tool like Zoho Flow or a specialized Zoho-to-WordPress plugin. Simply paste that URL into the box.
- Field Mapping: This is the most important part. You need to tell the form that the “Name” box on your website matches the “Name” slot in Zoho.
- In Elementor, click on each individual field (Name, Email, Phone).
- Go to the Advanced tab for each field.
- In the ID box, type the label Zoho expects (like
First_NameorEmail).
That’s it—You’re All Set!
Once you’ve mapped those fields and hit Update, your digital pipeline is live. No more checking your email every five minutes or worrying about a lead falling through the cracks.
From now on, the moment someone clicks “Submit” on your site, their info will be sitting in your Zoho CRM, ready for you to follow up. It’s a small 10-minute setup that saves you hours of manual work every single month.
Why this is a game changer
By taking 10 minutes to set this up, you ensure that no lead ever gets forgotten. You don’t have to remember to check your email or export spreadsheets. Your website becomes a 24/7 employee that organizes your desk for you.
Is something not showing up in your CRM? Don’t panic—it’s usually just a tiny typo in the “Field ID.” Double-check that your labels match exactly, or feel free to reach out and I can help you spot the error!
Would you like me to walk you through how to set up an automatic “Welcome Email” in Zoho for every new lead that comes from your site?