Lead Magnet For Utiliko

Lead Magnet For Utiliko connects WPForms with Utiliko CRM, automating lead generation and management by syncing form data via API.

Key Features:

• Seamless integration with Utiliko CRM.
• Supports WPForms plugin.
• Fetches CRM access tokens and handles secure data transmission.
• Allows dynamic form ID mapping and custom field mappings.
• Simple configuration and setup with intuitive UI.

External Services

This plugin connects to the Utiliko CRM API to synchronize leads collected from WPForms. Below are the details about the data being transmitted to the external service and the conditions under which this occurs:

• Service: Utiliko CRM API
  Purpose: The plugin uses the Utiliko CRM API to submit form entries collected via WPForms to the CRM for lead management and tracking.
  Data Sent: The following form data is sent to the CRM whenever a form is submitted on your WordPress site:

  • Lead Name
  • First Name
  • Last Name
  • Business Email
  • Company Name
  • Company Phone
  • Phone
  • Email
  • Location
  • Address
  • Message
  • WPForms Entry ID (for internal tracking purposes)

  When Data Is Sent: Data is transmitted when a form submission occurs on your site and when the plugin attempts to sync the lead data with the Utiliko CRM.
  Where Data Is Sent: The data is sent to the following API endpoint: https://api.utiliko.io/api/v4/WordpressIntegrations/createLeadByAccessToken
  Conditions for Data Transmission: Data transmission happens upon successful form submission, and the plugin ensures that a valid access token is retrieved before sending the data to the CRM.

  Utiliko CRM Links:

  • Privacy Policy

License

This plugin is licensed under the GPLv2 or later. See the LICENSE file for more details.

Credits

Developed by CodeNgine Technologies.