CRM Connector Plus enables to capture Webforms to your CRM as Leads,Contacts,Products and SalesOrder.Embed forms as Posts & Widgets.
Highlighted features
- Data Bucket – Stores All Form, Users and WooCommerce Related Details based on Data Bucket Mapping.
- Generate forms with or without 3rd party web form.
- Embed forms in Page, Post or Widgets to capture CRM Lead.
- Captures potential leads to CRM.
- Redirects User to desired page after successful form submission.
- Notification on success or failure of Lead capture.
- Converts new Users as your CRM Contact.
- Supports JoForce CRM.
- Sends Email Notification for Form Entries
- Customize Default Form.
- Customize the message shown on form submission.
Premium Addons
CRM ADDONS
- Zoho CRM Pro Plus
- Vtiger Pro Plus
- Sugar Pro Plus
- Salesforce Pro Plus
- Suite CRM Pro Plus
- Freshsales Pro Plus
CRM Addons – Features
- Captures Leads, Contacts, Products and SalesOrder.
- Provided support for .com, .in and .eu domains (Zoho CRM)
- Users can move existing and new users to CRM modules via User Sync Addon.
- Users can sync both existing and new WooCommerce Products and Orders to CRM Products and SalesOrder,leads and contacts through WooCommerce Sync Addon.
HELPDESK ADDONS
- FreshDesk Pro Plus
- Zendesk Pro Plus
- Vtiger Ticket Pro Plus
- Zoho Desk Pro Plus
HELPDESK Addons – Features
- Captures Tickets and Contacts.
- Addon users can move existing and new users to Helpdesk modules through User Sync Addon.
- Zoho Desk provides support for .com and .eu domains.
FORM ADDONS
- Ninja Form WP Pro Plus
- Qu Form Pro Plus
- Gravity Form Pro Plus
- Contact Form Pro Plus
- Caldera Form Pro Plus
- WP Form Pro Plus
- Leads Multi Forms Pro Plus
Form Addons – Features
- Create your own Lead/Contact form or Use existing webforms to capture your visitor info right inside your CRM.
- Generate unlimited shortcodes and inject inside your post, pages and widgets.
*WooCommerce Addon**
- On enabling Woocommerce Manual Sync option, existing products / orders get synced with configured crm products or SalesOrder.
- On enabling User Auto Sync option, new products and orders get synced on creation.
- Provides support for Create, Update and Skip.
*Users Addon**
- On enabling User Manual Sync option, existing users get synced with configured crm / helpdesk modules.
- On enabling User Auto Sync option, new users get synced on creation.
Download & install the zip archive
The plugin package installer can be downloaded from the WP2E project tab called “code”.
1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.
2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.
3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.
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- Give a name to your project
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- Download the Installer Package
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- Install & activate the plugin locally
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- Install the suggested dependencies
Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.