Lead Form Data Collection to CRM

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

https://wordpress.org/support/topic/great-product-superb-support-2/

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

https://wordpress.org/support/topic/great-plugin-and-awesome-support-184/

Great plugin and awesome support. 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!

https://wordpress.org/support/topic/the-plugin-and-the-support-is-amazing/

The plugin and the support is amazing. We have been searching for a plugin for a long time that can integrate wordpress with vTiger, but we have not found any that meet the criteria required by our clients, until this one. Besides having integration with a lot of CRMs, it works with ContactForm7 and WooCommerce, the support team of this plugin is absolutely brilliant. I came to them with a connection problem that was caused by our server. They were patient and solved the problem quickly. In a word, A + plugin and support.

With the Lead Form Data Collection to CRM, you can:

• Effortlessly Collect and Send Leads Data to CRM: Capture leads data from your WordPress forms or Contact Form 7 plugin forms with ease and send it to your integrated CRM.
• Seamless CRM Integration: Integrate your WordPress with any CRMs like Salesforce, Zoho, Vtiger, SuiteCRM, FreshSales, and Joforce CRM for streamlined lead management.
• Embed Forms Anywhere: Create dynamic shortcodes to embed web forms in posts, pages, custom posts, sidebars, widgets, and popups.
• Secure Every Submissions: Safeguard your lead data with built-in Captcha protection, ensuring data integrity.
• Assign Leads Entering Your CRM to Sales Reps: Automatically assign every lead entering your CRM(submitted via forms) to your CRM sales reps or admin or other user to handle.
• Use Built-in Lead Forms: Utilize the built-in Leads form provided by the plugin for your Lead Capturing, modify essential form settings if needed.
• Set up Advanced Form Settings: Prevent from duplicate form submissions entering as leads into CRM with advanced duplicate handling options, configure form submission success and failure error messages and more.

The plugin’s simple and intuitive interface makes the form customization effortless. You can create, edit, and update form fields with ease to match your lead capture needs. Automate lead assignments, ensuring every submission reaches the right CRM user for quick follow-ups. Prevent from duplicate entries, customize success and error messages, fine-tune your form submissions and on.

Helpful links to try

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

Visit our Help Documentation for more detailed instructions about the plugin.

Download & Install CRM add-ons

You can choose one from the list of add-ons for CRMs like Zoho CRM, Zoho CRM Plus, Salesforce, Freshsales, Vtiger CRM & SugarCRM. If you’re a SuiteCRM or Joforce CRM user, you don’t require an add-on to install.

Install and activate both WP Leads Builder For CRM and the respective CRM add-on below:

Read the full description on the official page →