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Plugin Description
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.
Screenshots
CRM Configuration
Data Bucket Section
Form Management
Data Bucket Settings
Default Form Settings
Form Edit View
Individual Form Settings
Form Field Arragement
Form Mappig with CRM
