Lead Form Data Collection to CRM

Beschreibung

WP Leads Builder For CRM enables to capture WordPress contact forms to your CRM as Leads or Contacts. You can push or convert data from default form or contact form 7 embedded into your WordPress site as leads. The created shortcode can be placed in a Post, Page or a Widget. You can also enable workflow to sync your WordPress users to your CRM as Contact.

Helpful links to try


Get the Free Trial of Our Pro version by clicking on Try Now or check out the plugin in usage at our demo instance.
Help or Documentation

You can choose one from a collection list as addons for Zoho CRM, Zoho CRM Plus, Salesforce, Freshsales, Vtiger CRM, SuiteCRM & SugarCRM.

Download & Install your CRM add-on

Our Leads Builder for CRM supports the CRM of your choice with the additional add-ons listed below. Kindly keep both Leads Builder for CRM and the CRM of your choice activated. For
* Zoho CRM & Zoho CRM Plus
* Salesforce
* SugarCRM
* Freshsales
* Vtiger CRM

Highlighted features

  • Generate forms with or without 3rd party web form.
  • Supports Contact Form 7 and Ultimate Member plugin.
  • Embed forms in Page, Post or Widgets to capture CRM Lead.
  • Captures potential leads to Zoho CRM, Salesforce, Zoho CRM Plus, Freshsales, SuiteCRM, Vtiger CRM and SugarCRM.
  • Redirects User to desired page after successful form submission.
  • Notification on success or failure of Lead capture.
  • Converts new Users as your CRM Contact.

Leads Builder For Any CRM PRO

The premium plugin has all the features of Leads Builder for CRM. In addition, You can Sync WordPress Users and the data collected from forms either as Contacts or leads. It will also help you sync already existing users of WordPress with a One time sync as Leads or Contacts. The additional custom fields created with the MemberPress, WP-Members and ACF custom fields under the WordPress Users module can also be synced with the leads and contacts module of your CRM.

WooCommerce Integration

  • Send checkout information & abandon cart customer as your CRM Lead.
  • WooCommerce insight with information on your visitors WooCommerce journey in your website.

Highlighted features of Pro

  • Supports WooCommerce addon and syncs the data from checkout as your CRM Lead and Contact.
  • Supports third party Form builders Ninja Form, Gravity Form and Contact Form 7.
  • Sync fields created with MemberPress, WP-Members and ACF custom fields under Users.
  • Convert your WordPress Users as potential Leads or Contacts of CRM.
  • Sync existing Users as well as newly registering Users.
  • Create, Update or Skip option to handle duplicates.
  • Google Captcha to avoid Spam.
  • Any number of forms can be created and managed.

To upgrade for Leads Builder For Any CRM Pro
Learn more about our plugin in Pro documentation

Screenshots

  • Suite CRM configuration option
  • Form type, email and debug settings
  • CRM Form generation and shortcode list
  • Enable Form in the edit view of CRM Forms

Installation

Leads Builder For CRM can be installed in usual 3 methods

I. For simple general way to install

  • Go to Plugins → Add New → Upload
  • Browse and Upload the downloaded zip file
  • Plugin aktivieren.

II. For familiar FTP users

  • Extract the plugin zip
  • Upload plugin zip to /wp-content/plugins/
  • Go to Plugins → Installed Plugins → Active

III. Straight from WordPress Admin

  • Go to plugins → Add New
  • Search for WP Leads Builder Any CRM
  • Click Install Now → Activate

FAQ

1) How to create form with Contact Form 7?

  • Enable the Contact Form 7 in CRM configuration under Form Type.
  • In CRM Forms menu select the required fields and Save.
  • The shortcode with selected fields will be created in Contact Form 7.
  • Place the shortcode in Post, Page or Widget.

2) Why I’m not able to submit the form created with Contact form?

  • After generating the shortcode for Contact form.
  • Go to Contact → Contact Forms → Edit view of the shortcode.
  • In Mail menu, configure all the settings and save.
  • If the mail is not configured the form will trigger an error message stating ‚Submission failed‘.

Rezensionen

11. Oktober 2019
We have been searching for a plugin for a long time that can integrate wordpress with vTiger, but we have not found any that meet the criteria required by our clients, until this one. Besides having integration with a lot of CRMs, it works with ContactForm7 and WooCommerce, the support team of this plugin is absolutely brilliant. I came to them with a connection problem that was caused by our server. They were patient and solved the problem quickly. In a word, A + plugin and support
19. März 2018
the plugin is valid but still needs support, however the development team is available and prompt to intervene to fix bugs and help in support.
Lies alle 39 Rezensionen

Mitwirkende & Entwickler

„Lead Form Data Collection to CRM“ ist Open-Source-Software. Folgende Menschen haben an diesem Plugin mitgewirkt:

Mitwirkende

Änderungsprotokoll

2.1.5

  • Removed: unused variables, objects, functions.
  • Fixed: blank page issue with client ID input in ZOHO and Salesforce configuration
  • Fixed: Suite crm configuration issue.

2.1.5

  • Added: Compatibility for WordPress 5.2.2

2.1.4

  • Added: Compatibility for WordPress 5.0.2
  • Added: Compatibility for Zoho API2

2.1.3

  • Added: Compatibility for WordPress 4.9.4
  • Fixed: JS conflicts.

2.1.2

  • Added: Compatibility for WordPress 4.9.1
  • Improved: User Interface
  • Improved: One time configuration and landing menu

2.1.1

  • Minor change: Added missing addons install option

2.1

  • Improved: New User Interface
  • Added: WordPress 4.8.1 compatibility.

2.0

  • Added: Ultimate Member support
  • Improved: New User Interface
  • Removed: SkinnyMVC Framework

1.9

  • Added: Salesforce CRM Integration
  • Modified: Field alignments in Post and Widget Form
  • Fixed: Zoho CRM Authentication issue
  • Fixed: Issues with URL redirection for logged out users

1.5.3

  • Added: Support for Zoho CRM Plus
  • Removed: Salesforce support because of deprecated API

1.5.2

  • Added: Integration for Suite CRM.
  • Added: WordPress 4.6.1 compatibility.

1.5.1

  • Fixed: CF7 creation with the CRM fields in „Apply Form Options“.
  • Added: WordPress 4.6 compatibility (Tested).

1.5

  • Added: Integration for Freshsales CRM

1.4.1

  • Added: Compatibility up to WordPress 4.5.3.
  • Modified: User Interface.

1.4

  • Added: Two Factor Authentication(TFA) support for Zoho CRM.

1.3.2

  • Fixed: Form fields reorder issue.
  • Fixed: URL validation issue.

1.3.1

  • Fixed: 502 Bad Gateway issue.

1.3

  • Added: Compatible up to 4.2.2
  • Modified: User interface, menus and functionality groupings.
  • Fixed: Zoho CRM authentication issue.
  • Fixed: URL redirection issue.

1.2.1

  • Fixed: Blank admin page.

1.2

  • Added: Contact Form 7 plugin support.

1.1.1

  • Added: Bulk actions to perform enable/disable field and update order in form builder.
  • Display CRM Type,Module Type and Shortcode in form builder page.
  • Added: Pro promo links.
  • Modified: User interface similar to PRO
  • Modified: Moved form builder to manage shortcode link from menu.
  • Fixed: Unwanted warning.
  • Fixed: Email option for Zoho CRM
  • Removed: Form Type drop down from Form Options.

1.1

  • Migration script from wp tiger, wp sugar free, wp zoho free plugins

1.0.1

  • Added: Debug mode enable / disable option in settings module.
  • Added: Menu order to avoid blank screen.

1.0.0

Initial combined release version of wp tiger, wp zoho free and wp sugar free plugin