bookmark_borderInstalling the Zoho CRM Add-On

Of course before you can begin using the Zoho CRM add-on, you will need to install it first. In this article, we will show you how to install the Zoho CRM add-on with ease. If you’re already familiar with installing Gravity Forms add-ons or other WordPress plugins, you can likely skip this article as it’s the same process.

  1. zoho-crm-install-1First, download the Zoho CRM add-on via the Gravity Forms add-on download page. If you do not see the download link, you may need to either log in, or upgrade your license. Be sure to save the add-on zip file to a safe place as you will need it again later.
  2. Next, log into your WordPress admin dashboard.
  3. zoho-crm-install-2On the left side navigation menu, hover over Plugins then click on Add New.
  4. zoho-crm-install-3On the top of the page, click Upload Plugin.
  5. zoho-crm-install-4From within the plugin installation page, click Browse, then navigate to the plugin zip file that you downloaded earlier. Once selected, click the Install Plugin button.
  6. WordPress will now handle the installation of the Zoho add-on. When it finishes, be sure to click the Activate Plugin link so that it is active.

Installation is now complete. You can now go ahead and take a look at our article on setting up the Zoho CRM add-on.