WP Dynamics CRM for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms

Description

Contact Form 7 Dynamics CRM Plugin sends form submissions from Contact Form 7, WPforms, Elementor Forms, Ninja Forms, Formidable Forms, Contact Form Entries and many other popular contact form plugins to Dynamics CRM. Learn more at crmperks.com

How to Setup

• Go to “Dynamics CRM Accounts” tab and add new account.
• Go to “Dynamics CRM Feeds” tab , create new feed.
• Map required Dynamics CRM fields to contact form 7 fields.
• Send your test entry to Dynamics CRM.
• Go to “Dynamics CRM Logs” tab and verify, if entry was sent to Dynamics CRM.

Dynamics CRM On-premises

Contact Form 7 Dynamics CRM add-on only supports Microsoft Dynamics CRM Online.

Connect Microsoft Dynamics CRM account

Connect any contact form 7 to Dynamics CRM/Dynamics 365 account by safe and secure Oauth 2.0. Additionally, you can connect multiple Dynamics 365 crm accounts

Map Microsoft Dynamics CRM fields

In a feed, select Dynamics CRM Object then Map any contact form 7 fields to Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) fields.

Filter contact form 7 submissions

Send all or filter contact form 7 submissions sent to Dynamics CRM/Dynamics 365 based on user input. For example , only send that entry to Dynamics CRM which contains work email address.

Manually send entries to Dynamics CRM

Send contact form 7 submissions to Dynamics CRM/Dynamics 365 when someone submit a form. You can manually send contact form submissions to Dynamics CRM.

Dynamics CRM logs

View a detailed log of each contact form 7 submission whether sent or not sent to Dynamics CRM/Dynamics 365 and easily resend contact form 7 submission to Dynamics CRM.

Send Data As Dynamics CRM object Notes

Send one to many contact form 7 fields as Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) notes.

Create Or Update Contact in Dynamics CRM

If an entry(Contacts, Account, Lead, Order, Case) already exists in Dynamics CRM/Dynamics 365 , update it otherwise create a new entry in Dynamics CRM.

Why we built this plugin

Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including Dynamics CRM. You can send to any contact form(contact form 7) submissions to dynamics with this free plugin.

Premium Version Features.

This plugin has a Premium version which comes with several additional benifits Contact Form Dynamics CRM.

• Custom fields particularly Phone Number fields of Dynamics CRM.
• Dynamics CRM Custom entities.
• Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM.
• Add a lead to Campaign in Dynamics CRM.
• Assign Owner to contact, account, lead, case or order.
• Google Analytics Parameters and Geolocation of a visitor who submitted the form.
• Lookup lead’s email using email lookup apis.
• Verify lead’s phone number and get detailed information about phone number using phone lookup apis.
• 20+ premium addons

Want to send data to other crms

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Need Woocommerce Dynamics CRM Plugin ?

We have Dynamics crm add-on for Woocommerce. Woocommerce Dynamics CRM

Screenshots

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

Contact Form 7 Dynamics CRM Integration

Contact Form 7 Dynamics CRM Integration or Contact Form 7 Dynamics 365 Integration supports following tasks.

• Integrate Contact Form 7 to Dynamics CRM Contacts.
• Integrate Contact Form 7 to Dynamics CRM Accounts.
• Integrate Contact Form 7 to Dynamics CRM Leads.
• Integrate Contact Form 7 to Dynamics CRM Orders.
• Integrate Contact Form 7 to Dynamics CRM Cases.

WPForms Dynamics CRM

• Easily connect WPforms to any Dynamics CRM account.
• Create feeds for Dynamics CRM Contacts, Companies and Leads etc.
• New WPforms submission will be automatically sent to your Dynamics CRM account.

Elementor forms to Dynamics CRM

• Easily Connect Elementor forms to your required Dynamics CRM account.
• Create a feed for any CRM entity, select correct Elementor form and finally map fields in feed.
• When someone submits Elementor form, submission will be automatically sent to your Dynamics CRM.
• You can manually send any Elementor forms entry to Dynamics CRM by clicking “send to Dynamics CRM” button.

WordPress Dynamics CRM Integration

Easily integrate wordpress to Dynamics CRM or Dynamics 365 with Contact form 7 Dyanmics crm/Dynamics 365 Plugin.

• Create a Contact in Dynamics crm on new contact form 7 submission.
• Create a Lead in Dynamics crm on new contact form 7 submission.
• Create or update a case in Dynamics crm on new contact form 7 submission.
• Create or update a account in Dynamics crm on new contact form 7 submission.
• Create or update an Order in Dynamics crm on new contact form 7 submission.

Ninja Forms Dynamics CRM

• Easily connect Ninja Forms to your Dynamics CRM account.
• After connecting Dynamics CRM account, create a feed for Contacts, Companies and Leads etc.
• New Ninja Forms submission will be automatically sent to your Dynamics CRM account.
• You can manually send any Ninja Forms entry to Dynamics CRM by clicking “send to Dynamics CRM” button.

Formidable Forms Dynamics CRM

• Connect your Dynamics CRM account with our Dynamics CRM plugin.
• Create feeds for any Dynamics CRM list like Contacts, Companies and Leads etc. Select correct Formidable Form in feed.
• New Formidable Form submission will be automatically sent to your Dynamics CRM account.
• You can manually send any Formidable Form entry to Dynamics CRM by clicking “send to Dynamics CRM” button.

Reviews

Very helpful support

merilireiska June 11, 2024

Very active and helpful support team!

Essential

adrummer11 July 31, 2023

Essential plugin for database integration. License key was oddly inactive even though I had renewed it. Working now, though.

WP Contact Form 7 Dynamics CRM

brynmonk June 13, 2023

Great plugin, works perfectly.

Great tool

jus10 October 21, 2022

Used this for over a year, great tool, zero maintenance once setup. Solved everything I needed to get CF7 info posted into dynamics CRM. Mapping fields was super easy as it pulled in all fields from the CRM. Overall a breeze to setup, and has been super stable ever since install. Highly recommended.

Fast and great support!

ciclick April 29, 2021 1 reply

Thank you!

Great product with excellent support

chrisjc999 March 23, 2021 1 reply

Product is easy to install and upgrade to the paid version. Syncing to Dynamics works extremely well and has saved us writing our own integration. On a couple of occasisions we’ve need support to look in to something. They’ve been very quick and responsive at getting to the problem.

Contributors & Developers

Changelog

1.1.6

• fixed “id field of wpforms”.

1.1.5

• fixed “open redirect” issue.

1.1.4

• added elementor, wpforms and ninja forms.

1.1.4

• fixed “Customer field” issue.

1.1.3

• fixed “un-recognized property” issue.

1.1.2

• added “file uploads in notes” feature.

1.1.1

• fixed “undefined POST” issue.

1.1.0

• fixed “connection lost” issue.

1.0.9

• fixed class not found issue.

1.0.8

• fixed dynamics crm order status issue.

1.0.7

• fixed file field warning.
• fixed “array” issue in custom value.
• fixed “Do not update entry” feature.

1.0.6

• fixed contact form 7 dropdown field.

1.0.5

• fixed marketing materials field.
• fixed “disable auto export” feature.

1.0.4

• fixed fields issue.

1.0.3

• fixed assign related object issue.

1.0.2

• fixed dynamics crm decimal field.

1.0.1

• now supports contact form 7 without entries plugin.

1.0.0

• Initial release.