Grow your Zoho CRM with more Potential Leads from WordPress

January 20, 2020

All business experts know the fact that leads are very essential to achieve sales. If you have more Leads in your hands then you’ll receive more sales in your business. But how will you capture Leads that are useful for your business? Chill out. Leads Builder for CRM, a lead capturing plugin helps you grow your CRM with more potential leads. And in this article, we’ll show the six amazing features of Leads Builder for ZohoCRM that includes everything to enhance your business sales.

WordPress Leads to Zoho CRM

Capture Website Visitors info inside Zoho CRM

Leads Builder for CRM enables you to create new forms to capture your visitor’s info inside ZohoCRM or you can use existing web forms created with Contact Form 7, Ninja form and Gravity form. It directly captures all your leads and contacts info inside your Zoho CRM. With the “Assign Leads to User” option you can assign these new leads to your salesperson consecutively.

Form settings of wordpress leads builder for crm

Say “No” to duplicate Leads

Leads Builder gives you complete control over duplicate leads. You can skip or update or create duplicate leads in Zoho CRM. With Google Captcha support in Leads Builder, you can maintain your CRM with spam-free leads. For this, enable the ‘Google Captcha’ option in Form settings and provide the public and private keys of your Google Recaptcha.

wordpress zoho crm leads builder configure google captcha

Sync your WordPress Users

With Leads Builder you can sync your existing WordPress users to CRM as leads or contacts. And also, you can sync your custom user fields created with plugins like ACF or WP-Members or MemberPress. To set up these features, use the ‘WP User sync’ tab in Leads Builder for CRM.

wordpress leads builder zoho crm capture wordpress users

Here choose the custom user fields plugin from the dropdown of ‘Select Plugin-Custom Fields’. You can sync your WordPress Users as either leads or contacts it’s based on your own choice. Then configure the mapping of WordPress User fields with Leads or Contacts fields. The Leads Builder will list out the fields according to your selection. This plugin automatically syncs your WordPress users to CRM if you enabled the ‘WP User Auto Sync’ option. But we recommend you to sync manually during the initial setup.

Regain abandon cart users

By integrating your e-commerce website, you can capture the abandoned cart users as leads in CRM. As a result of a successful purchase, Leads Builder automatically converts as contacts in CRM. You can find out this option in the “Ecom Integration’ section to auto-convert your e-commerce leads to contacts.

Ecom integration for wordpress zoho crm leads builder

Track Customer activities in WP Leads Builder for CRM

Leads Builder for CRM gives you a detailed report of your customers’ behavior. So you can easily track every event of your customers like time spent on each page, page navigation, number of successful orders, abandon cart customers details, etc., You can view this report under the “Customer Insight” section.

Get logs of sync

Receive email notification inside the inbox on the success and failure of leads and contacts sync. You can configure your email account in the ‘Form Settings’. After the success and failure of form submission, you can redirect your customers to the desired page. Include the page URL in ‘Form Options’ when you create a new lead or contact form.

What are you waiting for?, hurry up now and purchase the ‘Leads builder for CRM’ plugin. Grow your CRM with more potential leads and obtain more sales in your business.

To know more, please visit our Leads Builder for CRM page. If you’re already a user then share your experience in the below comment section.