clixxcrm

The Clixx CRM plugin connects your WordPress site to your Clixx CRM account so you can insert lead capture forms from your campaigns into any page or post using:
<ul>
<li>Shortcode: <code>[clixxcrm_formulario hash="..."]</code></li>
<li>Gutenberg block: “Clixx CRM Form”</li>
<li>Standalone HTML embed snippet (with built-in style customizer)</li>
</ul>
The connection is established by entering the email of your Clixx CRM account and the API token generated inside the CRM. The token is validated server-side against the company associated with it; if the email does not belong to that company, or the company does not have an active subscription, the connection is refused.
Submissions are sent directly from the visitor’s browser to your Clixx CRM. The plugin does not store any visitor data on your WordPress site.
<h3>External services</h3>
This plugin connects to the Clixx CRM SaaS (https://app.clixx.com.br), which is the service the plugin exists to integrate with. The connection happens in three situations:
<ol>
<li>
Connecting your account (admin only). When you submit your email and API token on the “Clixx CRM > Connection” screen, the plugin sends a POST request from your server to <code>https://app.clixx.com.br/api/auth/verify</code> containing your email and the API token. This is required to validate the token, identify your company in the CRM and confirm the subscription is active.
</li>
<li>
Listing your forms (admin only). When you open the “Clixx CRM > Forms” screen, the plugin sends a GET request from your server to <code>https://app.clixx.com.br/api/anuncios</code> using your API token. The response (list of your campaigns / forms) is cached for 5 minutes in a WordPress transient. No visitor data is involved.
</li>
<li>
Form submissions from visitors (front-end). The shortcode <code>[clixxcrm_formulario]</code> renders an iframe pointing to <code>https://app.clixx.com.br/inscricao/{hash}</code>, and the standalone “Embed HTML” snippet contains JavaScript that, on submit, sends the visitor-typed form fields (name, e-mail, phone, plus any custom fields you configured in the CRM, and any UTM parameters present in the URL) via <code>fetch()</code> directly from the visitor’s browser to <code>https://app.clixx.com.br/api/webhook/inscricao/{hash}</code>. The plugin does NOT store this data on your WordPress site.
</li>
</ol>
The service is provided by Clixx CRM. See its terms of use at https://app.clixx.com.br/terms-of-use.html and its privacy policy at https://app.clixx.com.br/privacy-policy.html.

Clixx CRM – Formulários para Captação de Leads

Connect your Clixx CRM account to WordPress and embed your campaign forms in any page or post.

Smackcoders Inc.,

Smackcoders Support

Empower your WordPress website with the Lead Form Data Collection to CRM plugin, your ultimate solution for capturing WordPress contact form data and effortlessly transferring it to your CRM as Leads or Contacts. This powerful lead form data collection to CRM tool simplifies the data collection process and seamlessly integrates it with your CRM system, eliminating the need for manual data entry and reducing potential errors.
<a href="https://wordpress.org/support/topic/great-product-superb-support-2/" rel="ugc">https://wordpress.org/support/topic/great-product-superb-support-2/</a>
Great product. Superb support! I have been using the product for 3 years. It always functions as hoped for, and if not, there is reliable support!
<a href="https://wordpress.org/support/topic/great-plugin-and-awesome-support-184/" rel="ugc">https://wordpress.org/support/topic/great-plugin-and-awesome-support-184/</a>
Great plugin and awesome support. I had issues configuring the pro plugin initially. The customer support team was very prompt in solving my problem. The plugin itself is very, very useful to as I use suitecrm to manage my leads.It made my life so easy! Great work guys. Please keep it up!
<a href="https://wordpress.org/support/topic/the-plugin-and-the-support-is-amazing/" rel="ugc">https://wordpress.org/support/topic/the-plugin-and-the-support-is-amazing/</a>
The plugin and the support is amazing. We have been searching for a plugin for a long time that can integrate wordpress with vTiger, but we have not found any that meet the criteria required by our clients, until this one. Besides having integration with a lot of CRMs, it works with ContactForm7 and WooCommerce, the support team of this plugin is absolutely brilliant. I came to them with a connection problem that was caused by our server. They were patient and solved the problem quickly. In a word, A + plugin and support.
With the Lead Form Data Collection to CRM, you can:
<ul>
<li>Effortlessly Collect and Send Leads Data to CRM: Capture leads data from your WordPress forms or Contact Form 7 plugin forms with ease and send it to your integrated CRM.</li>
<li>Seamless CRM Integration: Integrate your WordPress with any CRMs like Salesforce, Zoho, Vtiger, SuiteCRM, FreshSales, and Joforce CRM for streamlined lead management.</li>
<li>Embed Forms Anywhere: Create dynamic shortcodes to embed web forms in posts, pages, custom posts, sidebars, widgets, and popups.</li>
<li>Secure Every Submissions: Safeguard your lead data with built-in Captcha protection, ensuring data integrity.</li>
<li>Assign Leads Entering Your CRM to Sales Reps: Automatically assign every lead entering your CRM(submitted via forms) to your CRM sales reps or admin or other user to handle.</li>
<li>Use Built-in Lead Forms: Utilize the built-in Leads form provided by the plugin for your Lead Capturing, modify essential form settings if needed.</li>
<li>Set up Advanced Form Settings: Prevent from duplicate form submissions entering as leads into CRM with advanced duplicate handling options, configure form submission success and failure error messages and more.</li>
</ul>
The plugin’s simple and intuitive interface makes the form customization effortless. You can create, edit, and update form fields with ease to match your lead capture needs. Automate lead assignments, ensuring every submission reaches the right CRM user for quick follow-ups. Prevent from duplicate entries, customize success and error messages, fine-tune your form submissions and on.
<h4>Helpful links to try</h4>
Get the <a href="https://trial.smackcoders.com/wp-leads-builder-for-any-crm/?utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">Free Private Trial of WP Leads Builder for CRM Pro</a>. See the plugin in action at our <a href="https://demo.smackcoders.com/wordpress/wp-admin/admin.php?page=wp-leads-builder-any-crm-pro&utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">demo</a> instance.
Visit our <a href="https://www.smackcoders.com/documentation/wordpress-leads-builder-for-any-crm-pro/community-version?utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">Help Documentation</a> for more detailed instructions about the plugin.
<h4>Download & Install CRM add-ons</h4>
You can choose one from the list of add-ons for CRMs like Zoho CRM, Zoho CRM Plus, Salesforce, Freshsales, Vtiger CRM & SugarCRM. If you’re a SuiteCRM or Joforce CRM user, you don’t require an add-on to install.
Install and activate both WP Leads Builder For CRM and the respective CRM add-on below:
<a href="https://wordpress.org/plugins/wp-zoho-crm/" rel="ugc">Zoho CRM & Zoho CRM Plus</a> 
<a href="https://wordpress.org/plugins/wp-salesforce/" rel="ugc">Salesforce</a> 
<a href="https://wordpress.org/plugins/wp-sugar-free/" rel="ugc">SugarCRM</a> 
<a href="https://wordpress.org/plugins/wp-freshsales/" rel="ugc">Freshsales</a> 
<a href="https://wordpress.org/plugins/wp-tiger/" rel="ugc">Vtiger CRM</a>
<h4>Third-Party Form Builder Plugins Integration</h4>
Leads Builder for Any CRM supports using existing forms created with popular form builders like
<ul>
<li>Contact Form 7</li>
<li>WP Forms(free & pro)</li>
<li>Caldera Forms</li>
</ul>
<h4>PRO FEATURES</h4>
Upgrade to the Leads Builder Pro version and unlock advanced features, including:
Sync as CRM contacts
<ul>
<li>Send your website visitors information from forms to your CRM as Contacts for efficient followups.</li>
</ul>
Enhanced WordPress Integration
<ul>
<li>Sync WordPress users and data collected from forms as either contacts or leads.</li>
<li>Sync existing WordPress users with a one-time sync option as leads or contacts.</li>
<li>Sync custom fields created with MemberPress, WP-Members, and ACF under the WordPress Users module with leads and contacts in your CRM.</li>
</ul>
WooCommerce Integration
<ul>
<li>Send checkout information and capture abandoned cart customers as CRM leads.</li>
<li>Gain valuable insights into your visitors’ WooCommerce journey on your website.</li>
</ul>
Third-Party Form Builder Support
<ul>
<li>Integrate with popular form builders such as Ninja Forms, Gravity Forms, and Contact Form 7.</li>
<li>Easily sync data from these forms with your CRM.</li>
</ul>
Advanced CRM Lead Conversion
<ul>
<li>Convert WordPress Users into potential leads or contacts of your CRM system with ease.</li>
<li>Synchronize both existing and newly registered users for a seamless lead management experience.</li>
</ul>
Efficient Data Handling
<ul>
<li>Create, update, or skip options to handle duplicate entries effectively.</li>
<li>Implement Google Captcha to prevent spam submissions and maintain data accuracy.</li>
</ul>
Unlimited Form Creations
<ul>
<li>Easily create and manage an unlimited number of forms, tailoring your lead capture process to your specific needs.</li>
</ul>
Watch Our Video Tutorials 
Explore our YouTube playlist containing informative tutorials on WP Leads Builder for CRM plugin. 
<a href="https://www.youtube.com/watch?v=wmlyERJmYXw&list=PL2k3Ck1bFtbSptSNMIhr_TaNj-qjHiTio&index=1&utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">Watch Video Tutorials</a>
Visit our website, to upgrade to the <a href="https://www.smackcoders.com/wp-leads-builder-any-crm-pro.html?utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">Leads Builder For Any CRM Pro</a> today.
For more detailed instructions, check out our <a href="https://www.smackcoders.com/documentation/leads-builder-for-any-crm-from-wordpress-pro/lead-builder-for-any-crm?utm_source=lead_builder_free&utm_campaign=readme&utm_medium=wp_org" rel="nofollow ugc">Leads Builder for CRM Pro documentation</a>.

Lead Form Data Collection to CRM

Convert contact forms data into leads or contacts directly to one of your favourite CRM.

Clixx CRM – Formulários para Captação de Leads vs Lead Form Data Collection to CRM