MageMe WebForms Zoho CRM & Desk Integration

Push Magento 2 form data to Zoho CRM and Zoho Desk from a single module. This free add-on for MageMe WebForms creates CRM leads and helpdesk tickets through Zoho's REST APIs with OAuth 2.0 authentication and automatic token management.

• Zoho CRM: create leads with owner assignment and lead source tracking
• Zoho Desk: create tickets with department, channel, priority, and status mapping
• Dual integration — use CRM, Desk, or both from the same form
• OAuth 2.0 authentication with built-in refresh token generation from the admin panel
• Automatic access token refresh with database persistence
• Attach files and photos to CRM leads and Desk tickets
• Auto-create Desk contacts when a matching contact does not exist
• Map form fields to Zoho custom fields (cf_ prefix for Desk)
• Resend submissions to Zoho manually from the Magento admin panel

• Magento 2.4.x
• MageMe WebForms 3 version 3.5.0 or higher
• PHP curl and json extensions
• Zoho CRM and/or Zoho Desk account with API access

composer require mageme/module-webforms-3-zoho
bin/magento setup:upgrade
bin/magento cache:flush

1. Go to Stores > Configuration > MageMe > WebForms > Zoho and enter your Zoho OAuth credentials (Client ID, Client Secret). Use the built-in tool to generate a refresh token.
2. Enable Zoho CRM and/or Zoho Desk integration.
3. Open any form in the admin panel and configure the Zoho integration tab to map form fields to lead or ticket properties.

Complete your Magento 2 form integration stack:

• Salesforce — create Salesforce leads with campaign tracking
• HubSpot — sync contacts, companies, and tickets
• Freshdesk — create support tickets with agent routing
• Zendesk — create tickets with custom field types
• Klaviyo — build profiles and grow your email lists
• Mailchimp — subscribe customers to audiences
• Zapier — connect forms to 7000+ apps

Need a feature an extension doesn't cover, or a bespoke Magento build? MageMe takes on custom extension development and integration work.

→ Custom Magento development

• Documentation: docs.mageme.com
• Bug reports and feature requests: GitHub Issues

Governed by the MageMe End User License Agreement (mageme.com/license). This add-on is distributed free of charge.

MageMe WebForms is a no-code form builder for Magento 2 — conditional logic, multi-step forms, file uploads, and CRM integrations. → Get WebForms