Ease of Use

One of the standout features of CRM Perks is its ease of use. The plugin boasts an intuitive interface that makes it accessible even for those who may not have extensive technical knowledge. Setting up the plugin is straightforward, and the guided steps ensure that you can connect your CRM system to your WordPress site within minutes. The plugin also provides helpful documentation and support, which is a big plus if you run into any issues.

Integration Capabilities

CRM Perks excels in its wide range of CRM integrations. It supports popular CRM systems like Salesforce, HubSpot, Zoho CRM, and many others. The plugin allows you to automatically sync data between your WordPress forms and your CRM, which can be a game-changer for businesses looking to improve their customer data management. Whether you’re capturing leads from a contact form, managing sales data, or tracking customer interactions, CRM Perks makes the process seamless and efficient.

Customization and Flexibility

The plugin offers extensive customization options, allowing you to tailor the data mapping to fit your specific needs. You can choose which form fields to sync, apply conditional logic, and even set up advanced filters to ensure only the most relevant data is transferred to your CRM. This level of customization makes CRM Perks a flexible solution that can adapt to a wide range of business requirements.

Performance and Reliability

In terms of performance, CRM Perks is robust and reliable. The plugin runs smoothly without causing any noticeable slowdowns on your WordPress site, even when handling large volumes of data. The real-time data syncing ensures that your CRM is always up to date, reducing the risk of data discrepancies and improving overall efficiency.

Support and Documentation

CRM Perks is backed by a responsive support team and extensive documentation. Whether you’re facing a technical issue or need help with configuration, the support team is quick to respond and provides clear, helpful guidance. The documentation is well-organized and covers everything from basic setup to advanced features, making it easy to get the most out of the plugin.

Pricing

CRM Perks offers a range of pricing plans to suit different needs, from single-site licenses to more comprehensive packages that include priority support and additional features. The pricing is competitive, especially considering the plugin’s extensive capabilities and the value it adds to your CRM workflow.

Conclusion

Overall, CRM Perks is a powerful and reliable plugin that can significantly enhance your CRM integration with WordPress. Its ease of use, wide range of integrations, and flexible customization options make it an excellent choice for businesses of all sizes. Whether you’re looking to improve lead capture, streamline customer data management, or optimize your sales processes, CRM Perks provides a comprehensive solution that delivers on its promises.

Is that a limitation of the integration, is it a caching or pagnation issue, or something else?

I really need custom fields to be available in order for me to continuing paying for the Pro version.

The account that is linked is washingtontalent.com, and it was created with my email address ([email protected]).

If there is a way to include the {url] Special Mail Tag as a hidden field with that submission, I could easily map it to the lead-source field in SF, but if there is a way to submit the tag as a hidden field, it’s escaping me.

Any ideas?

Alternatively, any other methods you’re using to capture referring URL directly into a source field in Salesforce?

Many thanks.

Example:

[hidden 00M50000009ZDor value=”This Page Name”]

I would like to obtain this result
<input type=”hidden” name=”00M50000009ZDor” value=”This Page Name”>

but CF7 can’t elaborate it because it’s starts with a number.

If I put a letter before the number it’s works.

Is there a way to use a name field that starts with numbers?

Thank you

Can you advise how we can do this? Is there a plugin, add-on available or any alternative approach to do this?

Thanks in advance for your quick assistance.

There are plugins that we can use although they want API access to our salesforce account as well as our login info–which due to privacy issues, we can’t/won’t. The plugin 3rd party integration is an option as well but we’d like to avoid adding another plugin to accomplish this.

If you know of a way to do this within CF7 (maybe “Additional Settings”?), we (and i’m assuming many others) would be greatly appreciative.

Thank you!

Thank you!

Thanks!
Duonger