FormsCRM – Connect Forms to CRM directly
Connects your CRM with the main Form Plugin directly, and send to your CRM when the form is filled automatically.
With this plugin, you don’t have to use third party software to send your Leads/data to your CRM. You will have a direct connection between your website and your CRM. It’s a connector between Web <> CRM/ERP/Email.
This plugin will connect different Forms plugins to CRM. We support at this time these forms plugins: – GravityForms – Elementor Forms – Contact Form 7 – WooCommerce – WPForms PRO
If you need to support more Forms plugins, please contact in forum support.
The plugin setup is very easy. Once you have uploaded the plugin, you configure the plugin with the URL, user and password of the user that will create the entries in the CRM.
After that, you’ll go to each form feed that you want to connect with the CRM. You will see a mapping fields where you choose for every field, the equivalent for CRM software field.
The plugin connects with the CRM via API webservice, a secure and best way to connect it. It doesn’t use a third party software. You’ll comply GDPR becaouse of not having a third provider.
At this time, FormsCRM supports in free version: – Holded – Clientify – AcumbaMail – MailerLite Classic – Brevo
And you will find, that there are Premium Addons to support: – Holded CRM – Odoo – vTiger 7 – PipeDrive – Inmovilla – SuiteCRM – FacturaDirecta – WHMCS
You can use multiple feed connector in GravityForms, WPForms PRO, Elementor Forms and ContactForm7, and you can use multiple CRM connectors in the same form.
Demo:
Dynamic values in GravityForms and WPForms We have developed a way to get values from other fields in GravityForms and WPForms. You can use this in the field mapping in the feed. You can use: {id:N} in order to get the value from field N {label:N} in order to get the label from field N (only in GravityForms)
Expert Mode You can enable Expert Mode in the form feed. This mode will show all fields of the CRM in the form mapping. This is useful if you want to connect all fields of the CRM to the form. Now currently works for Odoo.
We recommend to use this in the field mapping in the feed and hidden field that gets the value.
Slack Error Notifications
Receive instant error notifications in your Slack workspace! When a form submission fails to send to your CRM, you’ll get real-time alerts directly in your Slack channel.
How to Configure Slack Notifications:
- Create an Incoming Webhook in Slack (https://api.slack.com/messaging/webhooks)
- Go to Settings > FormsCRM in WordPress
- Paste your webhook URL in the ”Slack Webhook URL” field
- Choose the Slack channel where you want to receive notifications
- Save changes
What Information is Included:
When an error occurs, the Slack notification includes: – Site Information: Site name and URL in a single line – Form Details: Form type (Gravity Forms, WPForms, Elementor, etc.), Form ID, Form name, and Entry ID – Error Details: CRM name and complete error message – Lead Data Preview: First 3 fields from the form submission (+ indicator if more fields exist) – Technical Details: API endpoint URL for debugging
Message Format:
All Slack notifications use a compact, easy-to-read format with information presented in single lines. Messages are color-coded in red (danger) to stand out in your channel and ensure immediate attention to critical errors.
Error Notifications
Custom Email for Error Reports You can configure a custom email address to receive error notifications when a form submission fails to send to your CRM. This is useful when you want different team members to receive error alerts without using the admin email.
To configure: 1. Go to Settings > FormsCRM 2. Enter one or multiple email addresses (comma-separated) in the ”Error Notification Email” field 3. Save changes
Enhanced Error Email Information When an error occurs, you’ll receive a detailed email notification that includes: – Site Information: Site name, URL, and timestamp of the error – Form Information: Form type (Gravity Forms, WPForms, Elementor, etc.), Form ID, Form name, and Entry ID – Error Details: CRM name, complete error message, and all form data in a formatted table – Technical Details: API URL and JSON request for debugging purposes
The email is professionally formatted with color-coded sections for easy reading and quick troubleshooting.
Settings for Clientify
Instructions for adding Clientify cookie in the forms Clientify cookie adds the ability to merge the contact with the Clientify cookie in the form. You will see if Clientify is added as CRM, a new hidden field in your form. You could check if is already in the form, but if you don’t have it you can add it and put as css clientify_cookie .
Add Pipeline name in Opportunities You can add a new field that fits with the Pipeline name in Opportunities in Clientify. You will need to use the same name as the Pipeline in Clientify.
Add expected closure date for Deals in Clientify You can add a new field that fits with expected closure date for Deals in Clientify. This field is optional, and you need to add a number of days to the expected closure date. The plugin will calculate the date from today and will add it to the Deal in Clientify.
Autoassignment in Clientify Field that applies the autoassignment to the contact. You can add a string with the list of usernames (property emails) separated by comma (,) to apply the autoassignment.
Webhook in GravityForms You can add a new field that fits with the Webhook in GravityForms. This field is optional, and you need to add the webhook url. The plugin will send the form data received from CRM to the webhook url.