Zoho CRM Lead Magnet Plugin Problems

Zoho CRM Lead Magnet Plugin Problems

Where to begin.

Critical Problems

    1.    Plugin prevents Elementor from loading when a form shortcode is in place. The only way to continue to edit via Elementor once the page has been saved with the shortcode (and exited out of Elementor) is to disable the plugin. Here is the specific error when trying to load Elementor: “Sorry, the content area was not found in your page. You must call ‘the_content’ function in the current template in order for Elementor to work with this page”.

    2.    Date fields prevent form submission. When a data field is used by the lead when filling out the form, the form fails to submit. If left empty, the form successfully submits. The log indicates the following:  "INVALID_DATA a:4:{s:4:"code";s:12:"INVALID_DATA";s:7:"details";a:2:{s:18:"expected_data_type";s:4:"date";s:8:"api_name";s:31:"If_yes_contract_expiration_date";}s:7:"message";s:12:"invalid data";s:6:"status";s:5:"error";}
 EDIT: This is because the plugin is setting any date field to a date:time format although the field in the CRM module is strictly a date format. Workaround was to change the date field in the CRM module to date:time.

Medium Problems

    1.    When setting the "Assigned To" in an individual form’s settings, only the first email address listed will actually result in an assignment. Setting it to any other results in "Assignee" being blank in the forms list and when attempting to reset it will show being assigned to the first address listed again. Was able to workaround this somewhat in the DB by manually inputting the email address in the assigned_to field. Noticed that the value of the assign_to field was “1” when the email address assigned to via settings was not the first address displayed.
    2.    This may related to the above. When a form is successfully submitted, the Lead Owner in the CRM is not listing the Assignee’s name. Rather, it appears to be getting assigned to whatever account was used to authorize the plugin to connect with the CRM.

Low Problems

    1.    If the Enter key is pressed while filling out the form, the form attempts to submit whether the lead is ready to or not. This causes errors with required fields being empty and with reCAPTCHA. In some cases, the page has to be reloaded and the form filled out again. This is just bad UX and needs to be prevented.



While I appreciate the plugin, there seems to be a serious lack of testing before deployment. As Elementor is one of the most-used page builders in the Wordpress world, it should have been tested with it since the plugin relies on Wordpress shortcodes which normally isn’t an issue within Elementor. Likewise, the fact that the date field causes problems is also disconcerting.