PenguinPeak CRM Sync for Zoho

Përshkrim

PenguinPeak CRM Sync for Zoho is a powerful WordPress plugin that manages Zoho OAuth connections across multiple environments (local, development, staging, production). It supports multiple Zoho products including CRM, Books, Inventory, Desk, and Creator.

Key Features

• Multi-Environment Support — Manage separate OAuth credentials for local, development, staging, and production environments.
• Multiple Zoho Products — CRM, Books, Inventory, Desk, Creator — authorize one or all.
• Dynamic Field Mapping — Field API names are discovered dynamically from Zoho metadata (no hardcoded fields).
• User Sync — Sync WordPress users to Zoho CRM Contacts with full field mapping, progress tracking, and bulk operations.
• Form-to-Lead — Automatically create Zoho Leads from form submissions. Supports Contact Form 7, Gravity Forms, WPForms, and more via pluggable adapters.
• Secure OAuth Flow — Authorization code replay prevention, persistent redirect URI tracking, and region-aware token exchange.
• Admin Dashboard — Connections management, setup wizard, settings with system info, debug log viewer, and sync UI.
• Lead Log — View all form-to-lead submissions with detailed field mapping, status, and error messages.
• Import/Export — Export and import connection settings between environments.
• WP-CLI Support — Manage connections via command line (documentation included).

Supported Zoho Products

• Zoho CRM
• Zoho Books
• Zoho Inventory
• Zoho Desk
• Zoho Creator

Supported Form Plugins

• Contact Form 7
• Gravity Forms
• WPForms
• Extensible via penguinpeak_crm_sync_map_form_field filter for any form plugin

External Services

This plugin connects directly to Zoho’s API services (https://www.zoho.com/) to synchronize data. Here is what you need to know:

• Service: Zoho CRM, Zoho Books, Zoho Inventory, Zoho Desk, Zoho Creator
• What it does: Fetches module field metadata from Zoho CRM to enable dynamic field mapping; creates/updates Contacts (user sync) and Leads (form-to-lead) in Zoho CRM via server-side API requests.
• Data sent to Zoho: WordPress user data (name, email, role, etc.) when user sync is enabled; form submission data (name, email, phone, message, etc.) when form-to-lead sync is enabled.
• When: Data is sent only when you explicitly sync users or when a form submission triggers lead creation.
• Authentication: OAuth 2.0 — the plugin redirects users to Zoho’s authorization page. No credentials are stored on Zoho’s servers beyond the access and refresh tokens required for API access.
• Service Terms: https://www.zoho.com/terms.html
• Privacy Policy: https://www.zoho.com/privacy.html
• Opt-out: The plugin only sends data to Zoho when you explicitly configure and activate connections. No data is sent automatically without your consent.