SimpliRoot – Lead Capture & Call Tracking
SimpliRoot Lead Capture connects your WordPress site to your SimpliRoot account (https://simpliroot.com). It captures leads from your contact forms and phone calls and forwards them to your project’s CRM, together with the marketing attribution (UTM tags, ad-platform click-ids and referrer) needed to know which campaign produced each lead.
Capture happens server-side, so it works even when the visitor declines cookies, blocks JavaScript or uses an ad-blocker, and without depending on Google Tag Manager.
What it does
- Form leads (Contact Form 7). When a form is submitted, the plugin sends the submitted fields, the page URL, and any consent (acceptance) checkboxes to your SimpliRoot CRM.
- Call tracking (DNI). Optionally loads SimpliRoot’s dynamic-number-insertion script so phone calls are tied to the campaign that drove the visit.
- Full attribution. Recognizes UTM parameters, referrer, and 16 ad-platform click-ids automatically: Google (gclid/gbraid/wbraid), Microsoft, Meta, TikTok, LinkedIn, X, Pinterest, Reddit, Snapchat, Yandex, Taboola, Outbrain.
- Token-only setup. Paste your project token, pick what to track. A “Test connection” and “Send test lead” button confirm everything works.
Requirements
- A SimpliRoot account and a project token (free to obtain at https://simpliroot.com).
- For form capture: the Contact Form 7 plugin.
External services
This plugin is a client for the SimpliRoot service and requires an active SimpliRoot account to function. It is not usable on its own. It communicates with SimpliRoot’s API at https://app.simpliroot.com.
The following data is transmitted to SimpliRoot:
-
When you save settings or use the “Test connection” button (admin only): your project token is sent to
https://app.simpliroot.com/api/leads/config/{token}to resolve and display the connected project name. -
When a visitor submits a Contact Form 7 form (if form capture is enabled): the plugin sends to
https://app.simpliroot.com/api/leads/web/{token}the data the visitor entered (e.g. name, email, phone and any other form fields), the state of consent checkboxes, the page URL, the referrer, the visitor’s IP address and browser user-agent string, and any UTM parameters / ad-platform click-ids present in the visit. This is personal data and is sent so it can be stored as a lead in your CRM. -
When call tracking is enabled: the plugin loads the script
https://app.simpliroot.com/js/dni-router.json your pages, which swaps displayed phone numbers and reports call attribution to SimpliRoot. -
When you click “Send test lead” (admin only): a sample lead is sent to the same lead endpoint so you can verify the connection.
Your use of the SimpliRoot service is governed by its terms and privacy policy:
- Terms of Service: https://simpliroot.com/terms/
- Privacy Policy: https://simpliroot.com/privacy/
As the site owner you are responsible for disclosing this data processing to your visitors and for obtaining any consent required in your jurisdiction.