Worldsoft WBS

cubsus

<p>The plugin allows you to use forms connected to the powerful Worldsoft Business Suite CRM directly on your WordPress website. It is created entirely to require only the free package of the CRM. You can create forms in the CRM and insert them in any page or post. Also the forms can be inserted as widgets.<br />
There is a form builder interface that allows you to create responsive forms as you like. The settings of the form allow to redirect to a<br />
special page or use a “thank you” text that you define, insert contacts in the CRM or not, send different kinds of notification, assign different processes<br />
to happen after the form is sent.</p>
<span class="embed-youtube" style="text-align:center; display: block;"><iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/--UP3NuWXIY?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe></span>
<p>Free Forms & CRM <a href="http://crm-plugin.org/" rel="nofollow ugc">plugin page</a></p>
<p>Detailed description <a href="http://crm-plugin.org/82/how-to-use" rel="nofollow ugc">how to use</a> including videos for every step</p>
<h4>Features</h4>
<ul>
<li>Add fields with one click</li>
<li>Form builder</li>
<li>Responsive design included</li>
<li>Notifications by email</li>
<li>Storing data into CRM</li>
<li>Import and export data from CRM</li>
<li>Assigning groups to users that register using a specific form in order to be found after</li>
<li>Form Validation</li>
<li>Customized Confirmation Messages</li>
<li>Redirect to a URL or create a “Thank you” page</li>
<li>Standard Fields</li>
<li>Custom defined Fields</li>
<li>Shortcode works on any Post or Page</li>
<li>Embed Multiple Forms on a Post/Page</li>
<li>One click form duplication</li>
<li>Use your own CSS (if you want)</li>
<li>Multiple field layout options: arrange the fields in columns, set width of label and fields</li>
<li>Advanced interface for responsive layouts – if necessary layouts for different devices can be created</li>
<li>Anti spam system included</li>
<li>Accepts all languages</li>
<li>Accepts all styles, fonts, colors, background images and positions </li>
<li>Processes assigned to forms</li>
</ul>
<h4>Field Types</h4>
<ul>
<li>Standard address fields connected to CRM</li>
<li>Additional custom defined fields connected to CRM</li>
<li>Basic fields: text input, radio, checkbox, text area, select box</li>
<li>HTML field</li>
<li>Date picker</li>
<li>File upload</li>
<li>Captcha</li>
</ul>
<h4>Entries</h4>
<ul>
<li>Forms can add leads into the CRM as registered users, not registered users, or not adding at all (just a contact)</li>
<li>Registered users have access to client administration which is also included in the free package</li>
<li>Form content is added in the database and can be submitted by email</li>
</ul>
<h4>CRM</h4>
<ul>
<li>Search by keyword</li>
<li>Advanced search by any possible field</li>
<li>Sending emails to clients using email templates</li>
<li>Search clients by the form that was used for registration</li>
<li>Collecting data from different forms</li>
<li>Upload documents to clients</li>
<li>Groups of clients</li>
</ul>
<h4>SPAM Protection</h4>
<ul>
<li>CSRF automatically included on every form</li>
<li>Can use captcha (included)</li>
</ul>
<h4>Security</h4>
<p>The plugin is created with the purpose of offering a very high security to your data. The plugin does not save credentials for accessing your CRM.<br />
Access to the CRM is only available when the admin is logged into your WordPress site admin page and requires the use of oAuth. The plugin gets the minimum rights<br />
necessary to be functional: only read rights and only for getting the forms from CRM. For displaying the forms, the plugin is not connecting to CRM. These security<br />
measures are in place to keep your client related data safe, even in the undesired situation that the server where you host the page is hacked.<br />
The cloud is located in redundant data centers in Zurich, Switzerland and is protected under the Swiss law, which has high restriction related to the privacy and<br />
the data protection – thus bringing you more security for your data.</p>
<h4>Developer friendly</h4>
<p>The CRM has an API that gives access to all functionality. There is no part in the CRM that cannot be accessed over API.<br />
This makes the plugin and the CRM be very developer friendly. In the case that you need something that is not in the CRM,<br />
or you want to integrate it with another application, it is easy to use.</p>


Free Forms & CRM

Without writing code, build beautiful, responsive forms that are connected with a free CRM. CRM is simple to use and has also advanced features.

Còdec

<p>Bridge your WordPress forms without code, add custom fields, use field mappers, set up a workflow and make your data flow seamlessly to your backend.</p>
<h3>Bridges</h3>
<p>Think of a bridge as a pipeline through which your form submissions data flows to your backend or service. In the middle, you can add custom fields to the form submissions, use field mappers to rename and mutate your form responses, or use workflow jobs to process the data before it is sent over the wire. With bridges you can connect your WordPress forms to any kind of backend, it doesn’t matter if it is a CRM, an ERP, a booking system or an email marketing platform, the only requirement is an HTTP API. If it has an API it can be bridged!</p>
<h3>Form builders</h3>
<p>Form builders are well known plugins that add forms to WordPress. We do bridges, let them do the forms and then work together to make your business work with ease.</p>
<p>Forms Bridge supports the following form builders:</p>
<ul>
<li>
<p><a href="https://wordpress.org/plugins/contact-form-7/" rel="ugc">Contact Form 7</a></p>
</li>
<li>
<p><a href="https://www.gravityforms.com" rel="nofollow ugc">GravityForms</a></p>
</li>
<li>
<p><a href="https://wpforms.com/" rel="nofollow ugc">WP Forms (PRO)</a></p>
</li>
<li>
<p><a href="https://wordpress.org/plugins/ninja-forms/" rel="ugc">Ninja Forms</a></p>
</li>
<li>
<p><a href="https://wordpress.org/plugins/woocommerce" rel="ugc">WooCommerce</a></p>
</li>
</ul>
<h3>Addons</h3>
<p>Forms Bridge comes with free addons. Each addon adds to the plugin new bridges to work with specific APIs, new workflow jobs and bridge templates.</p>
<p>Forms Bridge has the following addons:</p>
<ul>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/#backends" rel="nofollow ugc">REST API</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/bigin/" rel="nofollow ugc">Bigin</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/brevo/" rel="nofollow ugc">Brevo</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/dolibarr/" rel="nofollow ugc">Dolibarr</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/financoop/" rel="nofollow ugc">FinanCoop</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/google-calendar/" rel="nofollow ugc">Google Calendar</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/google-sheets/" rel="nofollow ugc">Google Sheets</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/holded/" rel="nofollow ugc">Holded</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/listmonk/" rel="nofollow ugc">Listmonk</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/nextcloud/" rel="nofollow ugc">Nextcloud</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/mailchimp/" rel="nofollow ugc">Mailchimp</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/odoo/" rel="nofollow ugc">Odoo</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/rocket-chat/" rel="nofollow ugc">Rocket.Chat</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/slack/" rel="nofollow ugc">Slack</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/suitecrm/" rel="nofollow ugc">SuiteCRM</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/vtiger/" rel="nofollow ugc">Vtiger</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/zoho-crm/" rel="nofollow ugc">Zoho CRM</a></p>
</li>
<li>
<p><a href="https://formsbridge.codeccoop.org/documentation/zulip/" rel="nofollow ugc">Zulip</a></p>
</li>
</ul>
<h3>Backends</h3>
<p>In Forms Bridge, a backend is a set of configurations that handles the information required to get your form submissions bridged over HTTP requests to remote systems.</p>
<p>To register a new backend you only have to set 3 fields:</p>
<ol>
<li>
<p>A unique name for the new connection</p>
</li>
<li>
<p>The URL of your backend</p>
</li>
<li>
<p>An array of HTTP headers with connection metadata and credentials</p>
</li>
<li>
<p>Optional, an HTTP authentication credential (Basic, Bearer, etc)</p>
</li>
</ol>
<p>Once registered, you can reuse your backend connection on your form bridges.</p>
<h3>Custom fields</h3>
<p>Custom fields are data that will be added the bridge payload. Use them to store private data you don’t want to place on your public forms, like user emails, or config values, like product IDs or lead tags.</p>
<h3>Field Mappers</h3>
<p>Field mappers are mutations with which you can rename your form submission fields and transform its values. Use them to make your form submissions to fit your backend API endpoint interface.</p>
<h3>Workflows</h3>
<p>Make your form submissions flow through a chain of jobs that pre-process the data before it was sent over the wire. Think of workflow as a system to set up automations to run on each form submission.</p>
<h3>Templates</h3>
<p>To streamline the bridge setup process, Forms Bridge comes packed with templates. Templates are blueprints of bridges you can use to set up your form integrations in a matter of minutes.</p>
<h3>Docs</h3>
<p>Browse the plugin’s documentation on <a href="https://formsbridge.codeccoop.org/documentation/" rel="nofollow ugc">formsbridge.codeccoop.org</a></p>
<h3>Links</h3>
<ul>
<li>
<p><a href="https://formsbridge.codeccoop.org/" rel="nofollow ugc">Official website</a></p>
</li>
<li>
<p><a href="https://github.com/codeccoop/forms-bridge/" rel="nofollow ugc">GitHub</a></p>
</li>
<li>
<p><a href="https://www.codeccoop.org" rel="nofollow ugc">Còdec</a></p>
</li>
<li>
<p><a href="https://profiles.wordpress.org/codeccoop/#content-plugins" rel="nofollow ugc">Other plugins</a></p>
</li>
</ul>


Forms Bridge – Infinite integrations

Bridge your WordPress forms without code, add custom fields, use field mappers, set up a workflow and make your data flow seamlessly to your backend.

Free Forms & CRM vs Forms Bridge – Infinite integrations