Free WP Plugin | Community Version

Download the community edition of the Leads Builder plugin for free from wordpress.org.

CRM Configuration #

This tab helps you to choose your CRM, where you want to push your customer info.

• Choose the CRM you’re using from the dropdown.
• The options you need to fill in vary based on the CRM you choose.u choose.
  1. For Zoho CRM configuration: Provide your username and password.
  2. For Vtiger CRM: Mention your CRM URL, username and access key.
  3. SugarCRM Configuration: Provide your CRM URL, username and password.
  4. For SuiteCRM provide your SuiteCRM URL, username & password in SuiteCRM configuration.
  5. For Salesforce CRM: Mention the consumer key, consumer secret and callback URL.

CRM Forms #

• You can see 2 default Form shortcodes in CRM Forms which can be added in Post/Page and Widget. Click on Edit to design the form with selective form fields.
• Click ‘Fetch CRM Fields’ at the top right corner in the edit view to fetch the Leads module field from the configured CRM. You can enable, disable, and update the order of the fields in the list.
• Choose the desired action from the bulk actions dropdown. Check the required fields, place their order number in the ‘order’ column, and save by clicking ‘Save Field Settings.’ You can configure the individual form settings in ‘Form Options.’
• You can add a custom message alert to be delivered after the success or failure of form submission.
• You can add redirect URL to direct the user to the desired page after successful form submission. Save the configuration by clicking on ‘Apply Form Options’.
• You can redesign the created form using Contact Form 7. Choose Contact Form 7 from the Choose your Form Type dropdown menu. Ninja Forms and Gravity Forms are supported in the Pro version.

Form Settings #

• Enable Debug mode to display WordPress errors and identify the cause of conflicts.
• You can additionally enable email notifications for the success and failure of pushing data to CRM. Specify the email address in the text field. If not specified, the email will be sent to the Administrator’s email address.
• Google reCaptcha is available only in the Leads Builder Pro version.

WP Users Sync #

• You can capture WordPress users as CRM contacts. The contacts will be built on new registration or on updating an existing WP user.
• In the Pro version, the existing WP users and newly registered users can be synced along with additional user fields of MemberPress, ACF, and WP members. Duplicate data handling, assigning records to Leads or Contacts, and mapping WordPress fields to appropriate CRM fields are additional features of the Pro version.

Note

• Zoho CRM restricts the number of tokens per user. If it gets exceeded, you need to remove the tokens on the Zoho Servers. You can read more about Zoho Authtoken in Zoho Documentation
• You can request a 48-hour trial on the Product page before you buy the WP Leads Builder Pro Version.
• Enhance your CRM integration with WP Leads Builder Pro Version to unlock advanced features and streamline your customer management processes.