Integrate Existing WebForms to send data to your CRM

June 9, 2016

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]oders.com for any feature requests and enhancements.