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Compatibility: 4.4 or ↑

Leads Builder for CRM

Product version 2.0.2

WP Leads Builder for CRM helps you to grow your CRM with potential Leads from your WordPress website. Powerful and intuitive WooCommerce integration helps you to capture your abandon cart customer info to CRM as Lead.

  • Use your favourite CRM, works with JoForce CRM, Zoho CRM, Vtiger CRM, Salesforce, Freshsales, Zoho CRM Plus, SugarCRM and SuiteCRM.
  • Create new or Use existing beautiful Forms with Contact Form 7, Gravity Form, Ninja Form & WordPress Form to build CRM Leads.
  • Bring all your WordPress users as CRM Leads or Contacts.
  • Automatically assign new Leads to Salesman consecutively.
  • Capture spam free potential Lead with Google Captcha support.
  • Duplicate free Leads in CRM with Advanced duplicate handling.
  • Get more Lead information from WP-Members, MemberPress and ACF user fields.
  • Grab your abandoned cart customers as your CRM Leads. Automated Lead to Contact conversion on successful purchase.
  • Know your customer’s entire WooCommerce journey in your WordPress website to make better marketing decisions.

Bump your CRM with more Leads from WordPress website

Webforms

Create your own Lead/ Contact form or Use existing webforms to capture your visitor info.

Users

Bring in your WordPress Users as CRM Leads/ Contacts. Easy to sync all your existing users.

WooCommerce checkout

Integrate WooCommerce and get your abandon customers info as your CRM Lead.

Demo

Leads Builder for CRM Demo

Give a quick whirl to get Leads Builder for CRM a try and learn more about it.

How Leads Builder for CRM Works

How Leads Builder for CRM works

Configure your CRM

Leads Builder for CRM works with 8 different CRM like

  • JoForce CRM
  • Zoho CRM
  • Zoho CRM Plus
  • Vtiger CRM
  • Freshsales
  • Salesforce
  • SuiteCRM
  • SugarCRM

Choose your own CRM, configure it with the appropriate details and connect your CRM with your WordPress website.

Create new or Use existing webforms

Once successfully configured, go ahead to create your own webforms. Leads builders lets you to create your own Lead or Contact form. You can also use one of your Existing webforms to capture all your form info right inside your CRM.

Create your Webform
Just choose the appropriate form either as Lead or Contact, Leads Builder for CRM automatically fetches the desired CRM Lead or Contact fields inside it. You can choose the fields that are need to be included in your webform. So that’s it you’ve created your own webform

Use your Existing form
Not only new forms, you can also your existing webforms like Contact Form 7, Ninja Form and Gravity Form. Choose your desired existing webform and relate the form field with CRM field. Once done, you can start using your webforms.

Share & Start capturing

So now you’ve created your webform, along with it a short code will be automatically generated. Copy the shortcode and Paste it in the place where you need to embed your webform. You can use it in your Post, Page and Widgets.

Now you can start capturing all your potential Leads right from your WordPress website and direct it into your own CRM.

More advanced options

Redirect on successful form submission – Direct your customers to a desired page by adding unique redirection URL to your webforms on successful form submission.

Duplicate Handling – When an existing CRM contact submits a webform, creates duplicate entries in your CRM. With Lead Builder for CRM you can efficiently handles this, with a built-in duplicate handling.

Spam Free Leads – Make your webforms more secure by enabling Google reCaptcha to bump your CRM with Spam & abuse free Leads/ Contacts.

Sync Logs – Get your Lead/ Contact capture report right inside your email inbox. Sync Log lets you get the success & failure status of your sync.

Automatic conversion of lead to contact – Capture your abandoned cart customer as CRM Leads and help them to complete the purchase. On successful completion, Leads Builder automatically converts them as your CRM Contacts.

Simply amazing website

Import, Update or Schedule your CSV file with WP Ultimate CSV Importer and bring the website you’ve always dreamed of to life.

Features

Leads Builder Feature Highlights

Get perfect customer behaviour report
  • With WooCommerce insight, you can get more information like never before.
  • Gives you complete visibility in the online activities of your prospects & customers.
  • Track the pages navigated, duration in each page & actions performed by your customers.
  • And with all these information, you can have better conversation with your customers.
Turn your website visitors as Leads
  • CRM Forms gives everything you need to create web forms that look beautiful.
  • It lets you design the form with Contact Form 7,Gravity Form & Ninja Form.
  • Keep your visitors more engaged by speaking their native language.
  • And with CRM integration, you can capture customers who subscribe for newsletter, registration form, login form, etc,., as your CRM Lead.
Bring in abandon cart customers as Leads
  • Keep your CRM growing with Leads from your WooCommerce checkout.
  • Perfectly integrate your WooCommerce fields with the CRM fields and capture all the customer information.
  • And with Leads Builder for CRM, you can bring in the customer who drops in checkout as your CRM Lead.
Automate Lead Assignment
  • Turn your website visitors into your CRM Leads.
  • Consecutively assign one after the other to your salesman for immediate engagement with your customer.
Existing form usage
  • Gives all your existing webforms a new role of collecting valid Leads into your CRM.
  • Keep record of all your customer info in CRM.
Hidden field support
  • Leads Builder for CRM helps you to identify which form grabs more quality Leads.
  • Because it allows you add tracking code or any default entries in hidden field.
More features

Connect with your favourite CRM

The best way to bump your CRM with more qualified leads is to grab leads from your WordPress Website. With Leads Builder For CRM you can automatically turn your WordPress website visitors as your CRM leads, unlike entering it manually.

wordrpress-joforce-integration
WordPress JoForce Integration

Once you got the targeted Lead, you need to direct them to CRM and to assign sales reps for efficient Lead nurturing. Small delays may let your Leads to go cold. With Leads builder for CRM, now you can automatically capture all your Leads right inside your CRM and assign it to your sales reps in no time.

WordPress-Zohocrm-Integration
Zoho WordPress Integration

Easily populate your Zoho CRM with more potential Leads with Leads Builder For CRM. You can track your AdWords information by automatically fetching the GCLID & Google Adwords GCLID fields into your Zoho CRM. And with the support for the capture of file attachments, you can get all your client information inside your Zoho CRM.

WordPress-Vtiger-Integration
WordPress Vtiger Integration

Capture your WordPress website visitor info into your Vtiger CRM with WordPress Vtiger Integration. Create and use your own Lead/ Contact form to capture WordPress user information. You can also use your favourite existing webforms like Contact Form 7, Ninja Form, Gravity Form to fill your CRM with more hot leads and thereby drive more sales. WP Leads Builder For CRM works with both the Open Source & Enterprise edition of Vtiger CRM.

WordPress-Freshsales-Integration
Connect your WordPress with Freshsales

Lead generation is the initial step in sales process, your need to direct those Leads to your CRM for efficient nurturing. With WP Leads Builder For CRM, you can easily connect your Freshsales CRM with WordPress. It lets you capture Leads/ Contacts info from multiple webforms and easily let you know which form grabs more with the support for Hidden fields.

WordPress-Suitecrm-Integration
SuiteCRM WordPress Integration

Never miss any lead to fall through cracks, grab all your sales leads right inside your SuiteCRM with WP Leads Builder For CRM. Automate the most repetitive task of distributing the leads to your sales reps with the built-in queueing algorithm, Round Robin to consecutively assign the leads for quick engagement with your customers.

WordPress-Sugarcrm-Integration
WordPress SugarCRM Integration

Increase your sales conversion rate by bringing high quality into your SugarCRM. WP Leads Builder For CRM lets you to capture spam free Leads /Contacts with the support of Google Captcha. Not just spam free Leads/ Contacts but also eliminates the duplicate entries and helps you to keep your growing CRM more clean with potential leads.

WordPress-Salesforce-Integration
Integration with Salesforce

In addition to the capture of Leads/ Contacts you can also capture your WooCommerce checkout info into your Salesforce CRM with WP Leads Builder For CRM. Integrate your Salesforce CRM with WooCommerce fields to get all your customers and abandon cart customers information inside your Salesforce CRM.

Use your favorite Custom field add-ons

Customize your website in the want you want with the support for the import of custom fields created with ACF, CMB2, Custom Fields Suite(CFS), Types, Pods, CustomPress, CCTM and WordPress custom fields.

acf-wordpress
Advanced Custom Fields

With WP Leads Builder you can get the exact info of what you need from your WordPress users with the support for the custom fields of ACF. Leads builder lets you to easily handle the duplicates by either creating, updating or skip the duplicates and thereby keep your CRM more clean.

Utlimate-Member-field-import
Ultimate Members

With the help of Ultimate Members custom field support, you can easily capture more info about your WordPress users. Perfect fetching of your CRM and Form fields, lets you map your CRM fields with the appropriate Form fields and get all your WordPress users info at the right place.

Memberpress-to-WordPress
MemberPress

Turn your default WordPress user forms into membership forms with support for the usage of MemberPress custom fields. With WP Leads Builder For CRM, you can automate the capture of the WordPress user info to your CRM. Once your users successful on form submission, you can easily redirect them to the appropriate place with the built-in URL redirection option.

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WP-Members

Get to know more about your WordPress user with WP-Members support for better customer understanding & engagement. with Leads Builder For CRM, you can also automate the even distribution of your WordPress users to sales reps automatically.

Have any questions?

Talk to our experts and get answers to all your inquiries.

Let’s Talk!