Lead Builder has been enhanced to help you do more automation in your data sync between WordPress and CRM.
TFA support for Zoho CRM :
You can now send WordPress form and User data to Zoho with your Two factor authentication enabled by just providing the Authtoken in the CRM configuration.
Auto Assign WP User Sync to CRM User:
We have enhanced the WP User Sync to automatically assign the synced lead / contact to a particular salesman.
Third-party Form based enhancements :
Now you can use the WP-Members default forms for User registration and lead builder will take care of adding the new users to your CRM.
You can add hidden fields , custom fields and captcha into the Gravity forms. You can also rearrange the fields in the forms as required. Please make sure the name of the field in your CRM and the form is same for the sync to be smooth.
Grab your free trial :
Leads Builder for CRM has a trial version, available at smackcoders.com. Register now for a free trial and give it a test drive! Or head on over to our live demo and have a look at the plugin in use there. You can read our documentation or contact us at [email protected] for any feature assistance and support.