FormsCRM

Description

Connects your CRM with the main Form Plugin directly, and send to your CRM when the form is filled automatically.

With this plugin, you don’t have to use third party software to send your Leads/data to your CRM. You will have a direct connection between your website and your CRM. It’s a connector between Web <> CRM.

This plugin will connect different Forms plugins to CRM. We support at this time these forms plugins:
GravityForms
– WPForms (soon!)
– ContactForm7 (soon!)

If you need to support more Forms plugins, please contact in forum support.

The plugin setup is very easy. Once you have uploaded the plugin, you configure the plugin with the URL, user and password of the user that will create the entries in the CRM.

After that, you’ll go to each form feed that you want to connect with the CRM. You will see a mapping fields where you choose for every field, the equivalent for CRM software field.

The plugin connects with the CRM via API webservice, a secure and best way to connect it. It doesn’t use a third party software. You’ll comply GDPR becaouse of not having a third provider.

At this time, FormsCRM supports in free version:
– Holded

And you will find, that there are Premium Addons to support:
– SugarCRM.
– Odoo: versions 8 and 9 (more comming).
vTiger 7.
Clientify.

You can only use one type of CRM in the web with this version.

Developers

Official Repository GitHub

Links

Screenshots

Installation

Extract the zip file and just drop the contents in the wp-content/plugins/ directory of your
WordPress installation and then activate the Plugin from Plugins page.

Reviews

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Contributors & Developers

“FormsCRM” is open source software. The following people have contributed to this plugin.

Contributors

“FormsCRM” has been translated into 1 locale. Thank you to the translators for their contributions.

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Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

3.2

  • Support to Clientify in Premium version.

3.1.1

  • Fixed fatal error.

3.1.0

  • Updated Settings Page.
  • Added vTiger.

3.0.0

  • WPORG version and changed name from GravityForms CRM Plugin. Refactured.