FormsCRM – Connect Forms to CRM directly
by closemarketing on WordPress.org
Connects your CRM, ERP and Email Marketing with your Forms plugin and create new Leads/Entries as the forms are filled automatically. GDPR compliant.
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/ERP/Email.
This plugin will connect different Forms plugins to CRM. We support at this time these forms plugins:
– GravityForms
– Elementor Forms
– Contact Form 7
– WooCommerce
– WPForms PRO
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
– Clientify
– AcumbaMail
– MailerLite Classic
– Brevo
And you will find, that there are Premium Addons to support:
– Holded CRM
– Odoo
– vTiger 7
– PipeDrive
– Inmovilla
– SuiteCRM
– FacturaDirecta
– WHMCS
You can use multiple feed connector in GravityForms, WPForms PRO and ContactForm7, and you can use multiple CRM connectors in the same form.
Demo:
Dynamic values in GravityForms and WPForms
We have developed a way to get values from other fields in GravityForms and WPForms. You can use this in the field mapping in the feed. You can use:
{id:N} in order to get the value from field N
{label:N} in order to get the label from field N (only in GravityForms)
We recommend to use this in the field mapping in the feed and hidden field that gets the value.
Settings for Clientify
Instructions for adding Clientify cookie in the forms
Clientify cookie adds the ability to merge the contact with the Clientify cookie in the form. You will see if Clientify is added as CRM, a new hidden field in your form. You could check if is already in the form, but if you don’t have it you can add it and put as css clientify_cookie .
Add Pipeline name in Opportunities
You can add a new field that fits with the Pipeline name in Opportunities in Clientify. You will need to use the same name as the Pipeline in Clientify.
Add expected closure date for Deals in Clientify
You can add a new field that fits with expected closure date for Deals in Clientify. This field is optional, and you need to add a number of days to the expected closure date. The plugin will calculate the date from today and will add it to the Deal in Clientify.
Autoassignment in Clientify
Field that applies the autoassignment to the contact. You can add a string with the list of usernames (property emails) separated by comma (,) to apply the autoassignment.
