Ika Balzam

<p>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.</p>
<p><strong>Supported Form Plugins:</strong></p>
<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>
<p>Is your favorite form plugin missing? Let us know, and we’ll make it happen!</p>
<p><strong>Key Features:</strong></p>
<ul>
<li><strong>Easy Setup</strong> – Configure once and capture leads automatically</li>
<li><strong>Smart Field Mapping</strong> – Automatically detects and maps common form fields, and even not so-common ones too</li>
<li><strong>Retry Queue</strong> – Failed submissions are queued and retried automatically</li>
<li><strong>API Testing</strong> – Test your connection before going live</li>
<li><strong>Selective Integration</strong> – Enable only the form plugins you use (we mean, if you want to)</li>
<li><strong>Activity Log</strong> – Track all lead submissions and API responses</li>
<li><strong>Floating Action Buttons</strong> – Customizable floating buttons for phone, WhatsApp, contact form, and online booking with stunning design and animations (So pretty!)</li>
<li><strong>Online Booking</strong> – Let customers book appointments directly from your website with an interactive calendar and time slot selection</li>
</ul>
<p><strong>External Service Disclosure:</strong></p>
<p>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.</p>
<p>By using this plugin, you are responsible for ensuring compliance with applicable privacy laws and obtaining necessary user consent for data transmission.</p>
<h3>External Services</h3>
<p>This plugin relies on the WorkZen API service:</p>
<ul>
<li><strong>Service URL:</strong> https://api.workzen.io</li>
<li><strong>Purpose:</strong> Submit form leads to your WorkZen CRM account</li>
<li><strong>Data Transmitted:</strong> Contact information from form submissions (names, email, phone, address, message)</li>
<li><strong>Privacy:</strong> You are responsible for informing users about data transmission and obtaining necessary consent</li>
</ul>
<p>For questions about data handling and privacy, please contact WorkZen at https://workzen.io</p>


WorkZen Connector

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

Freemius

Dan Cameron

Joe Cartonia

BoldGrid

Sprout Apps

Elana Davis

Jacob Dunn

<blockquote>
<p><strong>Sprout Apps Family</strong><br />
  Sprout Clients is a standalone Lead Management plugin and is complimentary to <a href="https://wordpress.org/plugins/sprout-invoices/" rel="ugc">Sprout Invoices</a>, another free business centric plugin from <a href="https://sproutinvoices.com/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">Sprout Apps</a>.</p>
</blockquote>
<h4>Sprout Clients – Premium WordPress CRM & Lead Management Plugin</h4>
<blockquote>
<p>The future of <a href="https://sproutinvoices.com/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">Sprout Clients</a> relies on happy customers supporting Sprout Invoices by purchasing upgraded versions. If you like this free version of Sprout Clients please consider <a href="https://sproutinvoices.com/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">purchasing an upgrade</a>.</p>
</blockquote>
<h4>Create Leads, Sprout Clients</h4>
<p>Properly leveraging your contact lists isn’t sending out a single email to the entire list asking for work — instead you need to build business relationships. Managing contacts and customers shouldn’t be a burden, and  Sprout Clients wants to make the that entire process easier and less time consuming.</p>
<h4>Scheduled Messaging</h4>
<p>Write to your leads/clients now and have them delivered later. Meet someone new and want to follow-up in a couple weeks, now there’s no forgetting. Version 2.0</p>
<h4>Engagements</h4>
<p>Sometimes you meet your clients or create specific engagements. Sprout Clients wants to tie those engagements to your clients for reference and automation. Version 2.0</p>
<h4>Relationship Building</h4>
<p>The premise of “managing” your contacts is to build relationships. Sprout Clients wants to make the process of building those relationships easier and less time consuming.</p>
<h4>Sprout App Integrations with Sprout Invoices</h4>
<p>Regardless of this being a standalone app the integration compliments Sprout Invoices very well. Future integrations with Help Scout Desk, and more are planned.</p>
<h4>Built the WordPress Way</h4>
<p>Plenty of filters and actions allow you to hook into Sprout Clients and alter whatever you’d like or build some awesome features beyond what we have planed for the future.</p>
<h4>Awesome Support</h4>
<p>The results of our happiness report show people love our support, check it out on the Sprout Invoices page — we strive for happy!</p>
<p>Make sure to review the <a href="https://sproutinvoices.com/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">Sprout Clients</a> features page for more detailed information. As well as the full featured <a href="https://sproutinvoices.com/demo/playground" rel="nofollow ugc">demo</a>.</p>
<h3>Support</h3>
<p>Priority support is provided with an <a href="https://sproutinvoices.com/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org" rel="nofollow ugc">upgraded version</a>. All free support will provided in the <a href="https://wordpress.org/support/plugin/sprout-clients" rel="ugc">forums</a>.</p>


Sprout Clients – CRM and Lead Management

Sprout Clients is something that I've personally spent a lot of time on building and I really hope it helps out those small businesses and freelancers keep in touch with their clients, leads, and conference friends. Organization is one thing but not forgetting to send out that follow-up email is the best.



A 5-Star Review from the Developer

Properly leveraging your contact lists isn’t sending out a single email to the entire list asking for work — instead you need to build business relati …

WorkZen Connector vs Sprout Clients – CRM and Lead Management