Lead Form Data Collection to CRM

Description

Empower your WordPress website with the Lead Form Data Collection to CRM plugin, your ultimate solution for capturing WordPress contact form data and effortlessly converting it into leads or contacts within your preferred CRM. This powerful tool simplifies the lead data collection process and seamlessly integrates it with your CRM system, eliminating the need for manual data entry and reducing potential errors.

With Lead Form Data Collection to CRM, you can:

• Effortlessly Collect Lead Data: Capture lead data from your WordPress contact forms or Contact Form 7 with ease.
• Seamless CRM Integration: Integrate collected data with your chosen CRM system for streamlined lead management.
• User-Friendly Shortcodes: Create dynamic shortcodes to embed web forms in posts, pages, custom posts, sidebars, widgets, and popups.
• Enhanced Security: Safeguard your lead data with built-in Captcha protection, ensuring data integrity.

This plugin provides a user-friendly interface that simplifies form customization, allowing you to create, edit, and update fields effortlessly. Manage leads efficiently and assign them to your CRM system’s users for streamlined workflows and automated lead conversion.

Helpful links to try

Get the Free Trial of WP Leads Builder for CRM Pro
See the plugin in action at our demo instance.
Access Help or Documentation

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

Download & Install your CRM add-on

To integrate your chosen CRM, make sure to install and activate both WP Leads Builder For CRM and the respective CRM add-on. Below are the CRM add-ons available:
* Zoho CRM & Zoho CRM Plus
* Salesforce
* SugarCRM
* Freshsales
* Vtiger CRM

Key features

• Generate web forms for lead data collection from default forms or Contact Form 7.
• Seamlessly integrate with your CRM system of choice.
• Utilize dynamic shortcodes for embedding web forms throughout your WordPress content.
• Secure your lead data with Captcha protection to prevent spam and maintain data accuracy.
• Customize and manage form fields via a user-friendly interface.
• Automate lead assignment and follow-up processes to optimize your CRM operations.

Simplify the lead data collection process, streamline CRM integration, and elevate your lead management with Lead Form Data Collection to CRM. Transform your WordPress website into a lead generation and CRM powerhouse with ease.

Upgrading to Pro

Upgrade to the Pro version and unlock advanced features, including:

Enhanced WordPress Integration:
– Sync WordPress users and data collected from forms as either contacts or leads.
– Sync existing WordPress users with a one-time sync as leads or contacts.
– Sync custom fields created with MemberPress, WP-Members, and ACF custom fields under the WordPress Users module with leads and contacts in your CRM.

WooCommerce Integration:
– Send checkout information and capture abandoned cart customers as CRM leads.
– Gain valuable insights into your visitors’ WooCommerce journey on your website.

Third-Party Form Builder Support:
– Integrate with third-party form builders such as Ninja Forms, Gravity Forms, and Contact Form 7.
– Easily sync data from these forms with your CRM.

Advanced CRM Lead Conversion:
– Convert WordPress Users into potential leads or contacts of your CRM system with ease.
– Synchronize existing users and newly registered users for a seamless lead management experience.

Efficient Data Handling:
– Create, update, or skip options to handle duplicate entries effectively.
– Implement Google Captcha to prevent spam submissions and maintain data accuracy.

Unlimited Forms:
– Easily create and manage an unlimited number of forms, tailoring your lead capture process to your specific needs.

Video Tutorials:
Explore our YouTube playlist containing informative tutorials on WP Leads Builder for CRM plugin.
Watch Video Tutorials

To upgrade to the Leads Builder For Any CRM Pro, visit our website.

For more information and detailed instructions, refer to our Leads Builder for CRM Pro documentation.

Unlock the full potential of your lead data collection and CRM integration with Leads Builder For Any CRM Pro.

Screenshots

Installation

You can install Leads Builder For CRM using one of these three methods:

I. Simple General Installation:

• Go to Plugins → Add New → Upload.
• Browse and Upload the downloaded zip file.
• Activate the plugin.

II. FTP Installation (For familiar FTP users):

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

III. WordPress Admin Installation:

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

FAQ

1) How can I create a form using Contact Form 7

To create a form using Contact Form 7:

• Enable the Contact Form 7 in CRM configuration under Form Type.
• In the CRM Forms menu, select the required fields and save.
• The shortcode with the selected fields will be created in Contact Form 7.
• Place the shortcode in a post, page, or widget.

2) Why am I unable to submit the form created with the Contact Form?

To resolve submission issues with a Contact Form:

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

Reviews

Great product. Superb support!

frankdirks September 9, 2024 1 reply

I have been using the product for 3 years. It always functions as hoped for, and if not, there is reliable support!

Great plugin and awesome support

rucha31 August 5, 2022

I had issues configuring the pro plugin initially. The customer support team was very prompt in solving my problem. The plugin itself is very, very useful to as I use suitecrm to manage my leads. It made my life so easy! Great work guys. Please keep it up!

Support for 10 from 5!

rychkovak February 9, 2021

Thanks Smackcoders for really great support! Wish luck for their team!

Great Support

resolveit November 12, 2020

Was a bug or two in the new plugin which was resolved immediately. Support was excellent and would buy again any time.

Full of Bugs

George M April 28, 2020 1 reply

This plugin is full of bugs. The code is poor and you will see issues in your WP site health report that are caused by this plugin.

Fantastic Support

bribuild October 22, 2019

For what ever reason, the CRM Lead plugin stopped sending through data from our contact forms. I contacted the Smackcoder support, they were super quick fixing the problem. We are back up and going again! thanks for the help guys!

Contributors & Developers

Changelog

3.0.1

• Checked: Compatibility for WordPress 6.4.2
• Fixed: Site health related Issue
• Fixed: It always goes to the Vtiger CRM page, regardless of which button is clicked in the CRM

3.0

• Checked: Compatibility for WordPress 6.3.2
• Updated: Thirdparty CSS & JS libraries
• Improved: User Interface
• Updated: All CRM API’s to the latest version

2.6

• Checked: Compatibility for WordPress 6.2.2
• Fixed: Resolved issues related to Default Form.

2.5.3

• Checked: Compatibility for WordPress 6.0.2

2.5.2

• Checked: Compatibility for WordPress 6.0.1

2.5.1

• Checked: Compatibility for WordPress 5.9.3
• Fixed: SOAP API Conflict with SuiteCRM

2.5

• Updated: Third-party Form Edit Option
• Fixed: Minor Issues

2.4

• Updated: Banner Image
• Checked: Data sanitization ,validation, and escaping output data.
• Updated: Third-party CSS and JS libraries
• Modified: File calling method
• Added: WP Jquery libraries instead of third-party Jquery libraries
• Fixed: Removed translation for dynamic code

2.3.9

• Checked: Compatibility for WordPress 5.8.2
• Updated: Third-party CSS and JS libraries

2.3.8

• Added: Compatibility for WordPress 5.7

2.3.7

• Added: Compatibility for WordPress 5.6
• Added: PHP 8 compatibility

2.3.6

• Added: WP Forms Pro Support.
• Fixed: Zoho(au) Domain Authentication Issue

2.3.5

• Added: Zoho CRM Domain Support(zoho.com,zoho.au,zoho.eu,zoho.in)

2.3.4

• Added: WP Forms Support.
• Updated: Joforce CRM as default.

2.3.3

• Added: Joforce CRM Support.
• Fixed: SOAP lib whitespace error.

2.3.2

• GPL License compliance added.

2.3.1

• Added: WP CSRF Protection.

2.3

• Added: Upgrade to Pro and Hire Us Page
• Fixed: Freshsales Configuration Issue.

2.2

• Added: Capture leads through auto user sync option
• Added: Contact form supports with leads sync

2.1.5

• Removed: unused variables, objects, and functions.
• Fixed: blank page issue with client ID input in ZOHO and Salesforce configuration
• Fixed: SuiteCRM 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 the form builder.
• Display CRM Type, Module Type, and Shortcode on the form builder page.
• Added: Pro promo links.
• Modified: User interface similar to PRO
• Modified: Moved form builder to manage shortcode link from the 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 the option in the settings module.
• Added: Menu order to avoid blank screen.

1.0.0

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