How to guide : Free WordPress vtiger -Lead capture plugin

An easy to use plugin integrates WordPress contact form captured directly to Vtiger CRM as leads/contacts. WP-Tiger plugin helps to easily capture leads to Vtiger CRM from your WordPress through a contact form. Shortcodes are available to generate forms to be displayed in Page, Post. And also separate shortcodes available for widget display in sidebars and other widget areas as well.

Features

  • Admin can fetch Vtiger CRM lead/contact fields directly to WordPress forms.
  • Options to enable/disable and make fields mandatory.
  • Shortcode to integrate a form in post/page.
  • Separate shortcode to integrate form even as a widget in the sidebar.
  • Capture WP members to Vtiger CRM contacts.

In the Pro version you can enjoy the most advanced features like

  • Unlike the free version, the pro version uses Web services to communicate with Vtiger CRM.
  • Capture both lead and contacts from WordPress to Vtiger CRM.
  • Change the position order of the fields from the WP dashboard itself.
  • Change the display label of the fields
  • Set mandatory fields using WP-Tiger Pro options.
  • Add Captcha feature to reduce the risk of spambots.
  • Can generate shortcodes separately for the page/post and mini widget forms to accommodate within any theme sidebar. So no design modification needed.
  • You can sync old registered members to Vtiger CRM contacts. Vtiger MailChimp Integration.ilChimp Integration

Additional Features for Free Version

Feel free to request the new features. Requested features will be added in the next release based on the effort involved. Additional features are under development. Please check back again for updated versions.

How to Install WP-Tiger in WordPress

WP-Tiger is very easy to install like any other WordPress plugin. No need to edit or modify anything here.

  1. Unzip the file ‘wp-tiger.zip’.
  2. Upload the ‘ wp-tiger ‘ directory to ‘/wp-content/plugins/’ directory using an FTP client or upload and install wp-tiger.zip through plugin install wizard in WP admin panel.
  3. Activate the plugin through the ‘Plugins’ menu in WordPress.
  4. After activating, you will see an option for ‘wp-tiger’ in the admin menu (left navigation).

How to configure WP-Tiger

Prior to the CRM configuration, you need to install the corresponding addons on your needs. We’re providing you with 4 different CRM integrations namely, Vtiger, Zoho, Salesforce, SugarCRM integration. The CRM integration gets extended with another 4 integrations as Joforce, Zoho Plus, Freshsales, Suite CRM. Yet the extended integrations available only in the Pro version. Need now? Check it here https://www.smackcoders.com/wp-leads-builder-any-crm-pro.html

Before getting started, make sure to activate the WordPress Vtiger addon in your WordPress Website. Download it here https://wordpress.org/plugins/wp-tiger/ Upon activation, go to the CRM Configuration, where you can choose Vtiger CRM in the dropdown menu. Vtiger CRM asked for your CRM URL, Username, and Access Key. Hit “Save CRM Configuration” to proceed Leads field to sync successfully.

Now your Leads builder is integrated with Vtiger CRM and you’re redirected to CRM forms. CRM form creation is available only in the Pro pack. If you upgrade it to Pro, you’re able to create the Lead form, contact form and can use the existing forms. Existing forms can do with add-ons and you can your modules as leads or contacts.

Click on the Form settings tab, it’s for debugging. There you asked for a log that indicated success, failure, or both the status. You can notify via a specific email id. Don’t forget to enable Debug mode. If you upgrade to Pro, you can utilize google Recaptcha mode with private and public access key.

Tap on the next tab WP Users sync. For custom fields, you need to upgrade to the Pro version. It includes WP members, ACF, ACF pro, Memberpress, Ultimate Members. You can sync the lead module or contact in the respective dropdown box. Then you need to map users’ fields with lead fields by clicking Configure mapping.

Mapped successfully shown in the popup box. Both E-Com Integration and Customer Insight available in the pro version as a whole.

Screen Shots 

Frequently Asked Questions

  1. Why WP tiger free?
    This plugin helps you to capture leads using a form or widget directory to your Vtiger CRM. Also, you can optionally catch or sync from the WP members database to Vtiger CRM.
  2. How to install wp-tiger?
    Like other plugins, wp-tiger is easy to install. Upload the wp-tiger.zip file through the plugin install page through WP admin. Everything will work fine with it.
  3. How to configure wp-tiger?
    In the plugin settings provide your vtiger CRM DB host name, DB credentials, URL path, and Application key. Save, it will redirect to the form fields tab.
  4. How to get the Vtiger CRM Application key?
    You can get the application key from the vtiger CRM config.inc.php file from the root.
  5. How to create form in a page/post?
    After settings are configured, go to the form fields menu. Choose the fields to display and save. Now you can copy & paste the shortcode [display_contact_page] in any page/post.
  6. How to create a form for the widget?
    Go to the widget fields menu. Choose the fields to display and save. Now you can copy & paste the shortcode [display_widget_area] for widget in any page/post.
  7. Why I am getting “Failed to add entry in to Vtiger CRM. Error Code: INVALID_USER_CREDENTIALS, Error Message: Invalid username or password”?
    This is because the access key is not the same in Webforms.config.php as in my preferences. You need to get the correct access key from Vtiger CRM My preferences and replace it in “yourvtiger/modules/Webforms/Webforms.config.php”.
  8. How member capturing works?
    By default, email, first name, and last name are captured if available. In case of a default WP member, the last name will be username with email is captured as a lead. This works well with any membership plugin. No even worry about what type of member plugin is used.

Support and Feature requests.

For quick response and reply please create issues with our support instead of the WordPress support forum. Support in WordPress is not possible for now.

Track your WordPress Membership users in CRM

MemberPress is potentially easiest in a bunch of WordPress membership plugins with a feature of content dripping, access expiration, files restriction, pausing of a membership, etc. It provides clear and relevant business reports to secure selling digital products. It also generates a front-end login page and administrative page for users which allows them to create, update, upgrade or cancel subscriptions from the website.

A website which provides membership need to mandatorily track their members in the CRM for enhancing customer interaction with powerful CRM tools that exists today.

We have added the functionality to capture the MemberPress fields and send it to your CRM with ease. The front-end login form created with the MemberPress fields text, email, dropdown, etc captures members information as WordPress user. The workflow of Leads builder for Any CRM Pro has been improved to sync the WP user as your CRM leads and contact. It syncs both the existing and the newly registering members to your configured Salesforce, Zoho CRM, Vtiger CRM or SugarCRM.

import MemberPress fields to CRM

Try our free version at our wordpress.org page to sync default user fields as contacts to your Salesforce, Zoho CRM, Vtiger CRM & SugarCRM. You can also try the demo of our premium version in Live demo.

To know more you can refer to our Product Page and Documentation If you need further assistance, please write to [email protected]

Analyse & Process Woocommerce Customer data inside Vtiger CRM

CRM software are getting more and more sophisticated day by day. The customer follow up process are made better with the effective use of Vtiger Mailchimp Integrations, which increases the Lead conversion rate. Leads Builder for CRM has been configured to maintain all the customer data in a unique location by pushing your WooCommerce data into Vtiger CRM in the the way you want.

WooCommerce to Vtiger CRM

The customer information can be captured as leads or directly as contacts into your Vtiger CRM.  We would advise you to use

       a) Contact option, if you are having a Cash on Delivery and do manual user conversion in CRM,  and

       b) Lead for automated Conversion option if you have an Online payment.

Automated CRM Contact Capture:

Leads Builder for CRM helps you to build your CRM contact from your eCommerce website built with WooCommerce. The details from the WooCommerce checkout are synchronized as your CRM Contacts. You can map the WooCommerce fields to the fields of your CRM contacts in eCommerce integration.

Automated CRM Lead Conversion:

Leads Builder for CRM has been configured to synchronize your customer information from WooCommerce as your CRM Lead while checkout and convert them as Contact once the payment is complete. It helps you to easily manage and analyse your customer data in a centralised CRM location.

Automated CRM Sales order:

Leads Builder for CRM automates your Vtiger CRM sales order after the successful payment of your WooCommerce product order. It  automatically updates the Vtiger product details of quantity,lead owner, in stock details, price, etc. It also converts the Lead as your CRM contacts and deletes the information from your CRM Leads module.

Leads Builder for CRM comes in a free version with enhanced user interface, available at wordpress.org. You can check out the free trial or live demo of our Pro version and have a look at the plugin in use there. You can read more on our product page or write to us at [email protected] for any feature requests or feedbacks. We are happy to hear from you!

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

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 Try Now in the prodcuts 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.

Integrate Existing WebForms to send data to your CRM

Emails has become a integral part of every business tool like blood for Human body. We have been using Emails to track everything including the data entered on the forms on your website. As long as you are a single person company with no necessity for data mining in the future, you can stick to the decade old process. Business today need more information about the customer to than just the content sent over the email. CRM has taken central place over all other customer management tools and it has become utmost important to keep customer data in a good CRM.

Lead builder for Salesforce, Zoho CRM, Vtiger CRM and SugarCRM has been enhanced to help you integrate all your pre-existing webforms already available in your website to be integrated easily with your CRM. It can be done with the forms built with Gravity Form, Ninja Form and Contact Form 7 with additional fields of MemberPress, WP-Members, and ACF Plugins.

Get the integration done with 3 simple steps without touching any of your pages or posts. :

  1. In CRM Forms, Click on Use Existing Form.
    Exiting Form detail to CRM
  2. Choose CRM module, third party form and map the form fields with the CRM fields.
    Mapping Form fields with CRM fields
  3. Click on Configure to capture and send the data to your CRM.
    Successful form fields mapping with CRM fields

Leads Builder for CRM also comes in free version, available at wordpress.org plugin directory. You can also try our 24 hours free trial or head on to our live demo and have a look at the plugin in use there.

Learn more about how you can capture more leads and contacts with Leads Builder for CRM from your WordPress site on Our documentation page. You can also write to us at [email protected] for any feature requests and enhancements.

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