CRM Connector Plus

描述

CRM Connector Plus enables to capture Webforms to your CRM as Leads,Contacts,Products and SalesOrder.Embed forms as Posts & Widgets.

Highlighted features

  • Data Bucket – Stores All Form, Users and WooCommerce Related Details based on Data Bucket Mapping.
  • Generate forms with or without 3rd party web form.
  • Embed forms in Page, Post or Widgets to capture CRM Lead.
  • Captures potential leads to CRM.
  • Redirects User to desired page after successful form submission.
  • Notification on success or failure of Lead capture.
  • Converts new Users as your CRM Contact.
  • Supports JoForce CRM.
  • Sends Email Notification for Form Entries
  • Customize Default Form.
  • Customize the message shown on form submission.

Premium Addons

CRM ADDONS

  • Zoho CRM Pro Plus
  • Vtiger Pro Plus
  • Sugar Pro Plus
  • Salesforce Pro Plus
  • Suite CRM Pro Plus
  • Freshsales Pro Plus

CRM Addons – Features

  • Captures Leads, Contacts, Products and SalesOrder.
  • Provided support for .com, .in and .eu domains (Zoho CRM)
  • Users can move existing and new users to CRM modules via User Sync Addon.
  • Users can sync both existing and new WooCommerce Products and Orders to CRM Products and SalesOrder,leads and contacts through WooCommerce Sync Addon.

HELPDESK ADDONS

  • FreshDesk Pro Plus
  • Zendesk Pro Plus
  • Vtiger Ticket Pro Plus
  • Zoho Desk Pro Plus

HELPDESK Addons – Features

  • Captures Tickets and Contacts.
  • Addon users can move existing and new users to Helpdesk modules through User Sync Addon.
  • Zoho Desk provides support for .com and .eu domains.

FORM ADDONS

  • Ninja Form WP Pro Plus
  • Qu Form Pro Plus
  • Gravity Form Pro Plus
  • Contact Form Pro Plus
  • Caldera Form Pro Plus
  • WP Form Pro Plus
  • Leads Multi Forms Pro Plus

Form Addons – Features

  • Create your own Lead/Contact form or Use existing webforms to capture your visitor info right inside your CRM.
  • Generate unlimited shortcodes and inject inside your post, pages and widgets.

*WooCommerce Addon**

  • On enabling Woocommerce Manual Sync option, existing products / orders get synced with configured crm products or SalesOrder.
  • On enabling User Auto Sync option, new products and orders get synced on creation.
  • Provides support for Create, Update and Skip.

*Users Addon**

  • On enabling User Manual Sync option, existing users get synced with configured crm / helpdesk modules.
  • On enabling User Auto Sync option, new users get synced on creation.

螢幕截圖

  • CRM Configuration
  • Data Bucket Section
  • Form Management
  • Data Bucket Settings
  • Default Form Settings
  • Form Edit View
  • Individual Form Settings
  • Form Field Arragement
  • Form Mappig with CRM

評價

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修改日誌

0.1

  • Initial beta release version.