WPDM – ZOHO CRM Leads add-on integrates WordPress Download Manager Pro with ZOHO CRM. Using WPDM – ZOHO CRM Leads add-on you can forward the leads collected using email lock to ZOHO CRM directly.
How to setup:
Please follow the steps:
- Install and activate WPDM – ZOHO CRM Leads ( wpdm-zoho.zip )
- Go to Admin Menu => Downloads => Settings => ZOHO CRM tab
- Now login to your zoho api console to generate zoho client id and secret
- Click “Add Client” link on top right corner of the api console
- When new side panel appears, click on the option “Server-based Applications”
- As “Authorized Redirect URIs ” use the redirect url shown on the wpdm settings page you opened in step #2
- Now click “Create” button and you should see “Client ID” and “Client Secret”.
- Use them on wpdm settings page “Step #2”
- Click “Save Settings”
- Now, refresh the page you a button “Connect with zoho” will appear:
https://capture.dropbox.com/UzQI4iZwXmBz3w0Q
- Click the on button to connect wpdm with your zoho account.
- That’s all
BGM
It would be excellent to be able to see what someone has downloaded inside Zoho CRM