By :
obtaincode
Published on Tuesday, August 01, 2017,10:33:29 in WordPress Plugins
WPForms – Suite CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress WPForms and Suite CRM. Easily add automatically Contacts, Cases and Leads into Suite CRM when people submit a WPForms form on your site.
Features
Easily integrate WPForms form to Suite CRM Contact
Easily integrate WPForms form to Suite CRM Case
Easily integrate WPForms form to Suite CRM Lead
Integrated WPForms form can automatically add your site new form data to Suite CRM Contact
Integrated WPForms form can automatically add your site new form data to Suite CRM Case
Integrated WPForms form can automatically add your site new form data to Suite CRM Lead
Easily map your WPForms form fields to Suite CRM Contact, Case and Lead fields
Making customer relationship management simple
Integrate unlimited WPForms forms
Installation
This plugin requires the WPForms plugin.
WordPress Dashboard
Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
Click on ‘Upload Plugin’
Upload ‘WPForms – Suite CRM Integration’ plugin zip
Activate ‘WPForms – Suite CRM Integration’ plugin
FTP, SFTP, SCP etc…
Unzip ‘WPForms – Suite CRM Integration’ plugin zip
Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
Activate ‘WPForms – Suite CRM Integration’ plugin
Configuration
Go to ‘Admin’ -> ‘WPF – Suite CRM’ -> ‘Configuration’
Instance URL: Add your instance URL. Like https://example.com
Username: Add your Suite CRM account username
Password: Add your Suite CRM account password
Click on ‘Save’ button
Integration
Go to ‘Admin’ -> ‘WPF – Suite CRM’ -> ‘Integration’
You can see list of WPForms Forms
Click on edit form icon which you want to integrate form
Select a Suite CRM module you want to integrate with current form
Click on ‘Filter’ button to filter module fields
Check ‘Suite CRM Integration?’ checkbox if you want to integrate Suite CRM
Map fields which you want to map
Note: Bellow module wise fields are required in Suite CRM and it must be mapped in Form.
Contact: Last Name
Case: Subject
Lead: Last Name
Click on ‘Save’ button to map fields
Note: Map fields which is creatable in Suite CRM module
Changelog
1.0.0
- Initial release
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