Send Gravity form Entries to Zoho

Gravity Forms to Zoho Integration Guide

With Syncspace, you can automatically send new entries from your Gravity Forms directly to your Zoho account—no coding or technical skills required. Your form data flows automatically from one platform to the other.
Just follow the steps in this guide, and your Gravity Form submissions will start showing up in Zoho automatically.

It’s fast, simple, and saves you time.

Prerequisites:

• You have access to both a Gravity Forms-enabled WordPress site and a Zoho account.
• You are logged in to both platforms.

Step 1 Click on App Credentials

Step 2 Create a New Credential

Step 3 Configure App details

• Add your App Name
• Select Zoho from the Multiselect Dropdown

Step 4 Add your Zoho Access Token and click Verify first then save

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space.

• Add your Client Id from Zoho
• Add your Client Secret from Zoho

Step 5 Click on Add Space to create a new space

Step 6 Select your Source App from the dropdown

•  Choose Gravity Form
  

Step 7 Copy the Webhook URL generated for Gravity Form

Step 8 Steps to Verify Webhook URL in Gravity Forms

• Log in to your WordPress dashboard where Gravity Forms is installed.

• In the sidebar menu, Under the Forms section, click on Entries.

Step 9 Once the Entries page loads, Hover on the Settings tab at the top.

From the Settings dropdown, select Webhooks.

Step 10 Click on" Add New" Webhook.

Step 11 Paste the Webhook URL into the Request URL field

Click Save Webhook settings to store the configuration.

Step 12 Now, click on Preview to open and fill out the Gravity Form.

⚠️ Important: Submitting a test entry is mandatory to verify that the webhook is working correctly.

Step 13 Submit a test entry and verify the webhook connection.

Submit the form

Step 14 Go back to the space and click Verify Webhook, then click Continue

Step 15 Select your Target App from the dropdown

• Choose Zoho

Step 16 Choose "Lead" as the model for Zoho.

Step 17 Select the Zoho account you created earlier while setting up your app credentials.

Step 18 First Save then, Click on Map Fields

Step 19 Match your Gravity Form fields to Zoho fields

• Example: Name → Full Name, Email → Email, Phone → Phone Number
• Save the field mapping configuration later

Step 20 From the Action Column, click to Activate Your Space

Step 21 Submit another Demo Entry using Gravity Forms

Step 22 Log in to your Zoho account and go to the CRM module --> Leads

• You should see the new record created based on the form data