Ika Balzam

WorkZen Connector seamlessly integrates your WordPress forms with WorkZen CRM, automatically capturing and syncing leads from popular form plugins, and allows you to add stunning floating action buttons for phone calls, WhatsApp, contact forms, and online booking.
Supported Form Plugins:
<ul>
<li>The popular choices: Contact Form 7, WPForms, Gravity Forms, Elementor Forms.</li>
<li>Advanced Builders: Ninja Forms, Formidable Forms, Fluent Forms, Forminator.</li>
<li>“But wait, there’s more!”: WS Form, Caldera Forms, HappyForms, JetFormBuilder</li>
</ul>
Is your favorite form plugin missing? Let us know, and we’ll make it happen!
Key Features:
<ul>
<li>Easy Setup – Configure once and capture leads automatically</li>
<li>Smart Field Mapping – Automatically detects and maps common form fields, and even not so-common ones too</li>
<li>Retry Queue – Failed submissions are queued and retried automatically</li>
<li>API Testing – Test your connection before going live</li>
<li>Selective Integration – Enable only the form plugins you use (we mean, if you want to)</li>
<li>Activity Log – Track all lead submissions and API responses</li>
<li>Floating Action Buttons – Customizable floating buttons for phone, WhatsApp, contact form, and online booking with stunning design and animations (So pretty!)</li>
<li>Online Booking – Let customers book appointments directly from your website with an interactive calendar and time slot selection</li>
</ul>
External Service Disclosure:
This plugin connects to the WorkZen API to submit form leads. When a user submits a form on your website, we will collect the lead’s contact information (general and metadata) and transmit it to WorkZen’s servers for processing and storage.
By using this plugin, you are responsible for ensuring compliance with applicable privacy laws and obtaining necessary user consent for data transmission.
<h3>External Services</h3>
This plugin relies on the WorkZen API service:
<ul>
<li>Service URL: https://api.workzen.io</li>
<li>Purpose: Submit form leads to your WorkZen CRM account</li>
<li>Data Transmitted: Contact information from form submissions (names, email, phone, address, message)</li>
<li>Privacy: You are responsible for informing users about data transmission and obtaining necessary consent</li>
</ul>
For questions about data handling and privacy, please contact WorkZen at https://workzen.io

WorkZen Connector

Connect your WordPress forms to WorkZen CRM and never miss a lead again.

seemaekal

rhizomaticweb

prajitak

RWS Enquiry plugin allows you to add the new enquiry/Lead and to manage the follow-ups regarding that lead. You can review the follow-ups which are pending and today’s follow-ups in the Follow-Ups menu or on dashboard screen.
Features
<ul>
<li>
Easy install and use.
</li>
<li>
Works perfectly with all versions of WordPress.
</li>
<li>
Today’s and Pending Follow-ups are displayed on the Dashboard.
</li>
<li>
For single lead you can add multiple follow-ups.
</li>
<li>
Shortcode will help you to add the enquiry form on pages/post.
</li>
<li>
You can see the All Enquiries, below the Enquiry menu and you allow to Edit, Delete, Add and View Follow-ups for each Enquiry.
</li>
</ul>
For more details read <a href="http://rhizomaticweb.com/rws-enquiry-wp/" rel="nofollow ugc">official documentation</a>.
<h3>How to use it</h3>
Once you activate the plugin, you will see the Enquiry and Follow-Ups Tab on dashboard menu.
<ul>
<li>
Add New Enquiry, Click ‘Add New Enquiry’ submenu from Enquiry Menu then add new enquiry from backend or admin panel
</li>
<li>
Add New Enquiry from Frontend, Create a new page and add [rws_enquiry] shortcode then view page. In this page, enquiry form appears. Non logged users can fill this form like a contact form.
</li>
<li>
View All Enquires, Click ‘All Enquires’ from Enquiry menu, you can see the list of all leads or enquires (added by logged and also non logged users) with respect to their follow-ups.
</li>
<li>
Add Follow up, Click ‘All Enquires’ from Enquiry menu, you can see the list of all leads or enquires with follow up action Add button, you can add follow up a note and next follow update.
</li>
<li>
View Follow up, Click ‘All Enquires’ from Enquiry menu, you can see the list of all leads or enquires with follow up action View button click on it, you can see all follow-ups with dates respective with lead.
</li>
<li>
Todays Follow-ups, First On the dashboard, Second On Follow up Menu. You can see all pending follow up (like where next follow update not set) and today’s follow-ups
</li>
</ul>

RWS Enquiry And Lead Follow-up

RWS Enquiry plugin allows you to add the new enquiry/Lead and to manage the follow-ups regarding that lead. You can review the follow-ups which are pe …

WorkZen Connector vs RWS Enquiry And Lead Follow-up