maccoy

<p>Chat & Forms Integration for OkoCRM (Unofficial) is a third-party plugin that allows you to embed OkoCRM chat and form widgets into your WordPress website without writing code.</p>
<p>This plugin is not affiliated with, endorsed by, or sponsored by OkoCRM.</p>
<p>It provides a convenient way for site owners already using OkoCRM to load chat and form widgets through the WordPress admin interface and display them on the frontend.</p>
<p>Form widgets are loaded at the exact shortcode position as required by the external service implementation. This is necessary for correct widget initialization and rendering.</p>
<h3>Key Features</h3>
<ul>
<li>Global loading of the OkoCRM chat widget.</li>
<li>Form widget embedding via shortcode.</li>
<li>Automatic normalization and sanitization of widget identifiers.</li>
<li>Secure REST API implementation (nonces, capability checks).</li>
<li>The plugin stores only widget IDs and shortcode labels – no customer data is stored.</li>
</ul>
<p>The plugin does not replace OkoCRM; it only provides frontend integration capabilities for existing OkoCRM customers.</p>
<h3>External Services</h3>
<p>This plugin connects to external services provided by OkoCRM in order to load and display chat and form widgets.</p>
<p>When a chat widget or form widget is displayed, the plugin loads JavaScript files from the following domains:</p>
<ul>
<li>https://chat.okocrm.com</li>
<li>https://forms.okocrm.com</li>
</ul>
<p>These JavaScript files are required for the widgets to function. When a visitor loads a page containing a widget, the following data may be transmitted automatically by the visitor’s browser to OkoCRM’s servers:</p>
<ul>
<li>IP address of the visitor</li>
<li>Browser information (User Agent)</li>
<li>The URL of the page where the widget appears (Referer)</li>
<li>A widget identifier required to load the correct widget configuration</li>
</ul>
<p>This data is transmitted by the visitor’s browser directly to OkoCRM servers as part of loading the external widget scripts. The plugin itself does not actively collect or transmit this data.</p>
<p>No other personally identifiable information is collected or transmitted by the plugin itself.</p>
<p>The external services are operated by the following data controller:</p>
<p>OOO “Vebion”<br />
OGRN 1227200006120<br />
INN/KPP 7203536311/720301001<br />
625003, Tyumen region, Tyumen, Respubliki St. 14, office 7-303<br />
(Operator of personal data under Russian Federal Law 152-FZ)</p>
<p>Legal documents governing the processing of data and use of OkoCRM services:</p>
<ul>
<li>Privacy Policy (Personal Data): https://okocrm.com/personal-data/</li>
<li>Terms of Service / User Agreement: https://okocrm.com/user-agreement/</li>
</ul>
<p>Use of the plugin requires access to these external services, as OkoCRM widgets cannot function without loading remote scripts.</p>


Chat & Forms Integration for OkoCRM (Unofficial)

Unofficial WordPress integration providing a simple way to embed OkoCRM chat and form widgets.

Olivier

<p>Business Forms for DoliProspect is a WordPress plugin that allows you to easily integrate your Dolibarr instance with DoliProspect installed. Create business deal forms directly from your WordPress website and automatically synchronize data with your Dolibarr CRM.</p>
<h3>Main Features</h3>
<ul>
<li><strong>Business Deal Form</strong> : Intuitive interface to create deals from WordPress</li>
<li><strong>Secure API Integration</strong> : Secure communication with your Dolibarr instance</li>
<li><strong>Automatic Creation</strong> : Automatic generation of third parties and contacts in Dolibarr</li>
<li><strong>Email Notifications</strong> : Automatic alerts for new deals</li>
<li><strong>Administration Interface</strong> : Complete configuration panel</li>
<li><strong>Logging System</strong> : Tracking and history of submissions</li>
<li><strong>Responsive Design</strong> : Interface adapted to all screens</li>
<li><strong>Multilingual</strong> : Support for French, English, Spanish, Italian, German</li>
</ul>
<h3>Available Shortcodes</h3>
<ul>
<li><code>[business_forms_doliprospect_deal_form]</code> : Displays the business deal creation form</li>
</ul>
<h3>Customization</h3>
<p>The plugin uses customizable CSS classes and allows the creation of custom templates in your theme.</p>
<h3>Official Ownership</h3>
<p>This plugin is the <strong>official WordPress integration</strong> for DoliProspect, developed and maintained by <strong>Aplose</strong>, the official publisher of DoliProspect.</p>
<p><strong>Official Trademarks:</strong><br />
– <strong>DoliProspect</strong> – Official trademark owned by Aplose<br />
– <strong>Ma Gestion Cloud</strong> – Official trademark owned by Aplose (<a href="https://data.inpi.fr/marques/FR5053373" rel="nofollow ugc">INPI Registration FR5053373</a>)<br />
– <strong>Aplose</strong> – Official trademark owned by Olivier ANDRADE SANCHEZ (<a href="https://data.inpi.fr/marques/FR4741208" rel="nofollow ugc">INPI Registration FR4741208</a>)</p>
<p><strong>Company Information:</strong><br />
– <strong>Company:</strong> Aplose (100% owned by Olivier ANDRADE SANCHEZ)<br />
– <strong>Legal Information:</strong> <a href="https://www.pappers.fr/entreprise/aplose-534906698" rel="nofollow ugc">Pappers Company Profile</a><br />
– <strong>Website:</strong> https://www.ma-gestion-cloud.fr</p>
<h3>Configuration</h3>
<h3>Dolibarr URL</h3>
<p>Enter the complete URL of your Dolibarr instance with DoliProspect installed.<br />
Example: <code>https://your-instance.ma-gestion-cloud.fr</code></p>
<h3>API Key</h3>
<ol>
<li>Log in to your Dolibarr instance</li>
<li>Go to Administration > Tools > API</li>
<li>Generate a new API key</li>
<li>Copy the key to WordPress settings</li>
</ol>
<h3>Default Status</h3>
<p>Choose the default status for new deals created via WordPress.</p>
<h3>Usage</h3>
<h3>Basic Shortcode</h3>
<pre><code>`
</code></pre>
<p>[business_forms_doliprospect_deal_form]<br />
    `</p>
<h3>Shortcode with Options</h3>
<pre><code>`
</code></pre>
<p>[business_forms_doliprospect_deal_form title=”Quote Request” show_title=”true” button_text=”Send” redirect_url=”https://example.com/thank-you”]<br />
    `</p>
<h3>Available Parameters</h3>
<ul>
<li><code>title</code> : Form title (default: empty)</li>
<li><code>show_title</code> : Show/hide title (true/false, default: false)</li>
<li><code>button_text</code> : Submit button text</li>
<li><code>redirect_url</code> : Redirect URL after submission</li>
</ul>
<h3>Form Fields</h3>
<h4>Required Fields</h4>
<ul>
<li>Project name</li>
<li>Contact first name</li>
<li>Contact last name</li>
<li>Contact email</li>
</ul>
<h4>Optional Fields</h4>
<ul>
<li>Estimated amount</li>
<li>Description</li>
<li>Company name</li>
<li>Company email</li>
<li>Company phone</li>
<li>Contact phone</li>
</ul>
<p><strong>Note:</strong> If company information is not provided, the system will automatically use the contact information to create the third party in Dolibarr.</p>
<h3>Troubleshooting</h3>
<h3>API Connection Error</h3>
<ul>
<li>Check the Dolibarr URL</li>
<li>Check the API key</li>
<li>Test the connection from settings</li>
</ul>
<h3>Form Not Displaying</h3>
<ul>
<li>Check that the shortcode is correct</li>
<li>Check theme permissions</li>
<li>Check WordPress error logs</li>
</ul>
<h3>Submission Error</h3>
<ul>
<li>Check logs in WpDoliProspect > Submissions</li>
<li>Check Dolibarr API configuration</li>
<li>Contact support if necessary</li>
</ul>
<h3>Support</h3>
<h3>Technical Support</h3>
<p>Contact our technical team for any assistance.</p>
<h3>Need a Dolibarr Instance?</h3>
<p>Create your account on Ma Gestion Cloud and get your Dolibarr instance with DoliProspect pre-installed.</p>


Business Forms for DoliProspect

Easily integrate DoliProspect with WordPress to create business deal forms directly from your website.

Chat & Forms Integration for OkoCRM (Unofficial) vs Business Forms for DoliProspect