Get your WordPress Webform, WP User and WooCommerce data into Freshsales CRM

July 14, 2016

WordPress Leads Builder for CRM have been enhanced to capture Leads and Contacts from your WordPress widgets & plugins into your Freshsales CRM. You can move your existing customers, website visitors and information from WooCommerce checkout to appropriate Leads and Contacts fields of Freshsales CRM.

WordPress to Freshsales

WooCommerce Integration:

Sales campaigns is made simple with the integration of emails to follow up with personalized templates in Freshsales. WordPress Leads Builder for CRM made this further simple by building your CRM Leads and Contacts by directly updating the data entered in your eCommerce website into Freshsales. The mapping option helps to transfer the User information from the WooCommerce checkout page to the appropriate Leads and Contacts field of your CRM.

Sync Webform Data:

Leads Builder for CRM will never let your potential Leads and Contacts slip through the cracks. You can capture Leads and Contacts from the webforms embedded in Posts, Pages and Widgets of your website. Newsletter subscription, User registration and other Forms built with Gravity Form, Ninja Form and Contact Form 7 are integrated to fetch user data to Leads and Contacts module of your Freshsales CRM.

WP User Conversion:

Lead Builder for Any CRM have been configured to convert both existing and newly registering WordPress users as your Freshsales Leads and Contacts. Once configured, you can build your CRM Lead and Contact at the instant of their registration in your website. Lead Builder supports MemberPress, WP-Members and ACF fields to collect all the additional user information required to build your CRM’s Leads and Contacts.

You can check out the Pro version in our Live demo or set your own WordPress environment to test the plugin with our 48 hours Free trial, Click on Try Now in the Product page. To know more about other features, read our documentation and blog. You can also write to us at [email protected] for any assistance or further enhancements.